The Bull Case for Hedge Funds (Yes, Hedge Funds) [View article]
Valid perspective, however I would be willing to wager that the hedge fund model as a generalization will be extinct soon.
Call it what you want, hedge funds accelerated the accumulation of leverage, hence risk, and even though there are a couple good apples, the industry's bad will quickly fall from the tree which may implode the rest of the industry.
It is utterly premature to start calling bulls, bears, and pigs. The truth is that no one knows the future of Wall Street, and positive spin in an effort to save an industry is only propaganda -- a self preservationist chasing after the wind.
Is Washington Killing the Golden Goose? [View article]
To the author:
Corporate America killed the golden goose. Washington is nothing more than an extension of USA Inc.
Innovation now days consists of little more than the in and out burger model -- Create a business to be sold (also called an exit business). VC's are very aware of this, and it not only stymies innovation, it crushes longevity and sustainability.
The golden gooses of any business model are longevity and sustainability.
Is Washington Killing the Golden Goose? [View article]
@Mikebrah Take your books to a credible accountant. Talk to other's in your local area with regards to credibility. You won't regret it.
Often accountants are aware of up-and-coming events/tax breaks, etc that one might not otherwise be aware of. For example, you don't think that it's purely coincidental that most small businesses purchased the largest SUV's they could find do you? Many times it was the accountant that knew that there was a hefty tax credit for those vehicles (sq footage of ground cover). A sticker in the back window and viola deduct the entire thing AND get a credit...
Depending on your business complexity, one can price an accountant (even for end of year closeouts) very reasonably. It's also an expense.
Second-Guessing Buffett's November Bottom Call [View article]
It's important to assess Buffet's investment moves in context.
In terms of exposure, I seem to recall that his strategy still includes 2/3 cash!
To me, he is playing ultra conservative - and that of which he has increased his exposure is in "sweetheart deals" with companies he already has a vested interested in preserving. In other words rich playing other rich like vipers.
After all, 15% returns in preferred stock is better than our good friend Scrooge-Bernard!
"Past performance is not indicative of future performance"
Since we're trying to be so statistically sophisticated, perhaps the author cares to offer commentary of deviation from historical trends and what that means for longer term... 15 year bubble?
As a meat and potatoes investor, I don't have my stocking out, that's for damn sure! I'm expecting a "scrooge" decade of deflation.
Expect a significant rally in Q1 with Obama's mandate likely to bolster investor sentiment, Cazanove's Robin Griffiths says. "It would be astonishing if they had no effect," adding that whether or not the rally is a just bear market surge or a new bull will depend on its strength. [View news story]
It would be astonishing if ANYTHING other than jobs bolsters investment sentiment.
Face the facts (Robin), American's are broke, and even more important, those with money don't see anything worth buying!
Corporate jets are coming under increasing public pressure, but the PR bump from getting rid of the planes might not be worth the $30M loss of selling one into a weakening market. [View news story]
AGREE WITH HOOVER!!!
A jet is a depreciating asset, an executive is a nothing but expense with no value (whatsoever).
And yes, I'd be GLAD to have a rebuttal from so called "executives" on this forum.
Banks with federal bailout funds won't say how they're spending the money, or why they're being so vague. One bank's response: "We've lent some of it. We've not lent some of it. We've not given any accounting of 'Here's how we're doing it.'" Reassured? [View news story]
This should surprise no one, however does verify the premise that it was all a scheme to hand out taxpayer money to the rich. For those that support bailouts you are an utter fool.
What's wrong with transparency? NOTHING unless one is NOT using it to a degree satisfactory with best interests.
Check out the EagleBank Bowl (Wake Forest and Navy). $32.8 million in TARP funds for the Bailout Bowl.
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Latest | Highest ratedThe Bull Case for Hedge Funds (Yes, Hedge Funds) [View article]
Call it what you want, hedge funds accelerated the accumulation of leverage, hence risk, and even though there are a couple good apples, the industry's bad will quickly fall from the tree which may implode the rest of the industry.
It is utterly premature to start calling bulls, bears, and pigs. The truth is that no one knows the future of Wall Street, and positive spin in an effort to save an industry is only propaganda -- a self preservationist chasing after the wind.
Is Washington Killing the Golden Goose? [View article]
Too Small to Fail [View article]
Grab your ass, hell is coming in this regard.
Is Washington Killing the Golden Goose? [View article]
Corporate America killed the golden goose. Washington is nothing more than an extension of USA Inc.
Innovation now days consists of little more than the in and out burger model -- Create a business to be sold (also called an exit business). VC's are very aware of this, and it not only stymies innovation, it crushes longevity and sustainability.
The golden gooses of any business model are longevity and sustainability.
Is Washington Killing the Golden Goose? [View article]
Take your books to a credible accountant. Talk to other's in your local area with regards to credibility. You won't regret it.
Often accountants are aware of up-and-coming events/tax breaks, etc that one might not otherwise be aware of. For example, you don't think that it's purely coincidental that most small businesses purchased the largest SUV's they could find do you? Many times it was the accountant that knew that there was a hefty tax credit for those vehicles (sq footage of ground cover). A sticker in the back window and viola deduct the entire thing AND get a credit...
Depending on your business complexity, one can price an accountant (even for end of year closeouts) very reasonably. It's also an expense.
2009 Will Be a Small Cap World After All [View article]
JOBS.
T-Bills: Bubble, Bubble, Toil and Trouble [View article]
First of all, the death toll (as I like to measure any popular orchestration of government intervention) is only 1.
Well, folks, let's just go out on a limb and say that we have another rocket downward of -30% worldwide in equity indexes short term (under a year).
Let's see the death toll by "then", knowing full well that no one whatsoever has any clue of the true value of Wall Street at the present.
If you think you have a clue, you are buffaloed.
Don't say I didn't warn you.
Second-Guessing Buffett's November Bottom Call [View article]
In terms of exposure, I seem to recall that his strategy still includes 2/3 cash!
To me, he is playing ultra conservative - and that of which he has increased his exposure is in "sweetheart deals" with companies he already has a vested interested in preserving. In other words rich playing other rich like vipers.
After all, 15% returns in preferred stock is better than our good friend Scrooge-Bernard!
Does the Santa Claus Rally Exist? [View article]
Since we're trying to be so statistically sophisticated, perhaps the author cares to offer commentary of deviation from historical trends and what that means for longer term... 15 year bubble?
As a meat and potatoes investor, I don't have my stocking out, that's for damn sure! I'm expecting a "scrooge" decade of deflation.
Goldman Denies Madoff Due Diligence [View article]
In other words, according to Goldman, "It's always the other guy's fault".
Wall Street Boys Cautiously Bullish - Barron's [View article]
Expect a significant rally in Q1 with Obama's mandate likely to bolster investor sentiment, Cazanove's Robin Griffiths says. "It would be astonishing if they had no effect," adding that whether or not the rally is a just bear market surge or a new bull will depend on its strength. [View news story]
Face the facts (Robin), American's are broke, and even more important, those with money don't see anything worth buying!
Holiday Markets: Wishing and Hoping [View article]
Corporate jets are coming under increasing public pressure, but the PR bump from getting rid of the planes might not be worth the $30M loss of selling one into a weakening market. [View news story]
A jet is a depreciating asset, an executive is a nothing but expense with no value (whatsoever).
And yes, I'd be GLAD to have a rebuttal from so called "executives" on this forum.
Banks with federal bailout funds won't say how they're spending the money, or why they're being so vague. One bank's response: "We've lent some of it. We've not lent some of it. We've not given any accounting of 'Here's how we're doing it.'" Reassured? [View news story]
What's wrong with transparency? NOTHING unless one is NOT using it to a degree satisfactory with best interests.
Check out the EagleBank Bowl (Wake Forest and Navy). $32.8 million in TARP funds for the Bailout Bowl.