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Puerto Rico Bondholders See No Light At The End Of The Tunnel
- UBS Puerto Rico Bond fund holders are suffering huge losses.
- Oppenheimer And Franklin Templeton Funds contain large positions in Puerto Rico debt.
- These funds are being crushed.
Puerto Rico's Economy Is Gasping For Air
- Puerto Rico passed a law allowing government corporations to file for bankruptcy.
- Bondholders have challenged the law in court.
- Bondholders are likely to suffer losses.
Is Wall Street Setting Us Up For A Redo Of The 2008 Bubble Burst?
Thu, Jul. 17 • 16 Comments
- Worldwide asset bubble is growing.
- Investors need to beware of a 2008 redo.
- Investors should beware of exotic high yield investments.
The Supreme Court Strikes Again: The Court Rules Against Business And In Favor Of Employee Stock Rights
- The Supreme Court rules for employees in an ERISA class action.
- Fiduciaries are not entitled to a "Presumption Of Prudence."
- Fiduciaries can be held liable for employees' stock losses.
The Supreme Court Deals A Blow To Big Business In Favor Of Investors
- The Supreme Court dealt a blow to big business in the Halliburton case.
- The case preserved the "fraud on the market theory."
- Investors retain their rights to sue in class action cases for fraud.
Investors Get Steamrolled By IRA Rollovers
Mon, Jun. 23 • 25 Comments
- Retirees are rolling over their company 401(k) accounts to IRA accounts.
- Such rollovers often entail higher fees and risk.
- Investors should carefully consider their IRA rollover options.
Hedge Funds And Alternative Investments Are Too Complex And Costly For Mom And Pop Investors
Wed, Jun. 18 • 1 Comment
- Hedge funds have not performed well in the past few years.
- Hedge funds are inherently risky.
- Retail investors should be careful investing in hedge funds.
Investors Should Beware Of Brokers Who Churn
Mon, Jun. 9 • 1 Comment
- Stockbrokers continue to churn customer accounts.
- Churning involves excessive trading to generate commissions.
- Investors should review their accounts for churning.
Did Phil Mickelson Get A Wall Street Mulligan?
- Phil Mickelson is being investigated for insider trading.
- Mickelson received a tip about Carl Icahn's Clorox bid.
- Mom and Pop investors never have this edge.
Investors Are Chasing Yield At Their Own Peril
Tue, May. 27 • 35 Comments
- Investors are piling into risky corporate bonds and pink sheet stocks.
- Investors and financial advisors need to evaluate these risks.
- Investors could get burned if defaults occur.
Retirees, Beware The Variable Annuity 2.0
Fri, May. 23 • 25 Comments
- Variable annuity sales are down.
- New "investment focused" annuities are being issued.
- Investors should beware of these products.
Puerto Rico Takes A Flurry Of Body Blows
- Puerto Rico is taking financial hits.
- Tax revenues are down and bonds are being downgraded.
- Doral Financial is in danger of default on bonds and notes.
Beware Of The Equity Indexed Annuity
Wed, May. 7 • 5 Comments
- Stockbrokers have been pitching "Equity Indexed Annuities."
- FINRA has been scrutinizing such sales.
- Red flags include "switching" and high commissions.
The Velvet Rope Of Private Equity Opens For Retail Investors
Tue, Apr. 29 • 2 Comments
- NASDAQ will open private equity sales to retail investors.
- Private equity investing entails significant risks.
- Investors do not appreciate these risks.
What Should Investors Know About Their Broker?
Thu, Apr. 24 • 1 Comment
- Investors do no due diligence on their stockbrokers.
- Many stockbrokers fail to disclose negative information.
- FINRA will address this problem.
Puerto Rico Bond Offering: The New 'At Risk' Trade
Mon, Apr. 14 • 1 Comment
- The March Puerto Rico bond offering was sold primarily to hedge funds.
- Puerto Rico municipal bonds were previously sold primarily to retail buy and hold investors.
- The hedge fund purchasers flipped their holdings shortly after the purchases, fearing a likely restructuring of the debt.
High Speed Insider Trading And How It Hurts Mom And Pop Investors
Tue, Apr. 8 • Comment!
- High frequency traders (HFT) make tiny profits on hundreds of thousands of trades a day.
- HFTs are “frontrunning” retail investors and taking their profits.
- Regulators may charge the HFTs with insider trading.
The SEC Must Follow Puerto Rico's Investor Protection Lead
Tue, Apr. 1 • 1 Comment
- Puerto Rico has a fiduciary duty rule for financial advisors.
- The SEC has failed to implement a fiduciary duty rule governing advisors in the mainland states.
- The SEC should follow Puerto Rico's lead and adopt a fiduciary duty rule.
Tapping Into Home Equity To Buy Stocks Is A Very Risky Proposition
Tue, Mar. 25 • 18 Comments
- Financial advisors are recommending that retail investors tap their home equity to buy stocks.
- This strategy harmed investors in years 2000 and 2008.
- The risks do not outweigh the benefits.
More Variable Annuity Pitfalls, This Time At AXA
- New York state fined AXA Equitable Life $20 million.
- AXA failed to adequately report changes in retirement income contracts.
- AXA's changes limited investor gains.
Is Puerto Rico's Bond Deal Its Last Act?
- Puerto Rico's new bond offering signals risk warning.
- The bonds may not be able to pay.
- Existing bondholders may need to brace for a potential restructuring.
Puerto Rico Bond 'Alternative' Investors To Square Off Against Retail Investors
- The upcoming Puerto Rico bond offering will be sold to hedge funds.
- Current Puerto Rico bonds are held by retail investors.
- These two groups are likely to clash.
Will The Supreme Court Give Investors A Punch In The Gut?
Mon, Mar. 3 • 3 Comments
More Puerto Rico Debt On The Way
Fri, Feb. 21 • 8 Comments
For Puerto Rico Bondholders, The Chickens Have Come Home To Roost
Thu, Feb. 13 • 10 Comments
- 2014 Will Be Another Terrifying Year For Puerto Rico Bond Investors
Why Investors Should Be Wary Of 2014
Fri, Jan. 3 • 5 Comments
- With A Downgrade On Debt Imminent, Puerto Rico Needs A Visit From Santa Claus
Puerto Rico Bonds 'Scoop And Toss' - When Increasing Yield Is Not A Good Thing
Dec. 10, 2013 • Comment!
Is Puerto Rico Too Big To Fail?
Dec. 6, 2013 • 1 Comment
- Puerto Rico Leads The Way In Investor Protection
- How Wall Street Has Profited From Puerto Rico's Misery