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Tommy the Cork

Tommy the Cork
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  • Retired With Money To Invest? Consider Playing Defense With Utilities [View article]
    Today, nothing is safe. Risk mitigation through thoughtful portfolio construction is a thing of the past. Will this change? Of course, but getting from here to there will not be easy.
    Jun 12, 2015. 02:10 PM | 7 Likes Like |Link to Comment
  • S&P 500 Earnings Inflated Due To Buy-Backs? Surprising Truth [View article]
    Flat EPS YoY becomes EPS growth after buybacks on an issue by issue basis.
    May 22, 2015. 09:01 AM | 1 Like Like |Link to Comment
  • Government getting its wish on money market funds? [View news story]
    Buy high, sell low....
    Feb 23, 2015. 03:50 PM | Likes Like |Link to Comment
  • The Biggest Risks To Stocks In 2015: A 10-Point Analysis [View article]
    Whew! Thank heavens there are no legislative or regulatory risks. I'm all in!
    Feb 20, 2015. 12:01 PM | 3 Likes Like |Link to Comment
  • Book Review: Why Nations Fail [View article]
    The discipline of Economics was called in it's infancy, Political Economics for a reason. Liberty, rule of law, property rights, enforcement of contracts, personal responsibility and limited government are prerequisites for prosperity. Individuals incapable of governing themselves absent coercion are incapable of self-government generally. Thus the rise of the pervasive, bureaucratic and administrative state as well as the costs that go with it. An all powerful state requires an obsequious and servile population. Hardly the stuff one would expect to create a dynamic, entrepreneurial economy where productive risk taking is applauded and encouraged and where opportunities for all abound.
    Jan 31, 2015. 12:36 PM | Likes Like |Link to Comment
  • Secular Stagnation Or Regular Recession? A Summary, Investment Implications And Paddle Boats [View article]
    Fiscal policy is the biggest drag once the nature of the regulatory, administrative state is considered. A road to nowhere.
    Dec 30, 2014. 11:37 AM | Likes Like |Link to Comment
  • Caterpillar: Impressive Earnings, But Wait On The Sidelines [View article]
    I'm dizzy from the spin in CAT's reported results...
    Oct 24, 2014. 08:08 AM | Likes Like |Link to Comment
  • GSEs near deal to re-ignite mortgage lending [View news story]
    Face it, the feds are insane...
    Oct 18, 2014. 10:31 AM | Likes Like |Link to Comment
  • The Dollar, The Fed And The Market [View article]
    Mellon was right.
    Oct 17, 2014. 01:16 PM | 1 Like Like |Link to Comment
  • The Dollar, The Fed And The Market [View article]
    Let markets clear....
    Oct 16, 2014. 12:59 PM | Likes Like |Link to Comment
  • The Dollar, The Fed And The Market [View article]
    At what cost? The 'benefits' certainly have little relationship with the costs. $11 trillion in debt and $3trillion in gdp.Doesn't sound like a good deal to me but I'm not a member of the political class.
    Oct 16, 2014. 08:04 AM | 2 Likes Like |Link to Comment
  • The Dollar, The Fed And The Market [View article]
    The lack of demand is putting pressure on commodity prices. You'd think the transports would be soaring if energy demand was stable. Folks are broke and in hock.

    Obama had a two pronged model. 1st the Spanish 'green economy' and secondly a manufacturing and export boom supported by a declining dollar while our trading partners would sit quietly by as their economies were hollowed out.

    Stupid is as stupid does.
    Oct 11, 2014. 09:33 AM | 3 Likes Like |Link to Comment
  • The Stock Market Is Still Broken [View article]
    The omnipotent central bank narrative may be coming to an end. The curtain has been drawn back.
    Oct 11, 2014. 09:22 AM | Likes Like |Link to Comment
  • ITG warns on Macy's [View news story]
    So what? Consumption is only 69% of gdp....(yikes!)
    Oct 7, 2014. 10:31 AM | Likes Like |Link to Comment
  • NRF: Holiday sales to improve 4.1% [View news story]
    Bet they're not even close, if history is any guide.
    Oct 7, 2014. 08:28 AM | Likes Like |Link to Comment