Archive for July, 2013

Bond Investors Love TBTF

Category: Bailouts, Credit, Video

10 Mid-Week PM Reads

My afternoon post-traveling reads: • U.S. Economy Looking More Japanese (Real Time Economics) but see The Economy in 9 Charts…..Bullishness Warranted (Value Plays) • Defined Benefit Plans Outperform Defined Contribution Plans Again (Towers Waston) • Already-strong case for Yellen strengthens further, and a word about the inanity of “market” preferences (FT Alphaville) see also Where…Read More

Category: Financial Press

If Corporate Logos Were Honest

Click to enlarge         Source: Likes

Category: Corporate Management, Think Tank

Euro-Area Debt-to-GDP Ratio Still Rising

click for bigger chart Source: Bloomberg Briefs     Even as Europe’s stock markets start to awaken, their debt issues continue to worsen. But the correlation may not be significant — the Debt may get worse before it gets better. Note the wide spread in debt amongst various countries — it is far from uniform….Read More

Category: Investing, Psychology

10 Mid-Week AM Reads

My morning travelin’ reads: • China Stocks World’s Worst Losing $748 Billion on Slump (Bloomberg) see also Misreading Chinese Rebalancing (Project Syndicate) • The Pros and Cons of Stock Buybacks (WSJ) • Blackstone, Deutsche Bank in Talks to Sell Bond Backed by Home Rentals (WSJ) • Forward Earnings Flying High  (Dr. Ed’s Blog) • Relax,…Read More

Category: Financial Press

When Is Your American Express Bill Due?

What date are your bills due on? That is a simple question. I would surmise on any bill you receive — whether its electronic or in the mail — there is a clear date the bill is due. This is important for many American consumers and small businesses, who are balancing their cash flow, trying…Read More

Category: Corporate Management, Credit, Really, really bad calls

Coffee Guide

Hmmmm, coffee . . .   Click to enlarge Source: Ria Novosti

Category: Digital Media, Food and Drink

Reducing Energy Weighting

Reducing Energy Weight David R. Kotok Cumberland Advisors, July 29, 2013     Last week we reduced our energy exposure to underweight. It had been overweight for a while, and we successfully participated in the rebound in natural gas prices and the narrowing of the spread between Brent and WTI (West Texas Intermediate) oil. It…Read More

Category: Asset Allocation, Energy, Think Tank

Support NSA Spying, Get Campaign Finance Cash

Presented without comment:


Lawmakers Who Upheld NSA Phone Spying Received Double the Defense Industry Cash
Source: Wired


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Category: Politics, War/Defense

10 Tuesday PM Reads

My afternoon train reading: • Some Investing Stories Sound Good Until You Analyze Them (NYT) • Berkshire Hathaway’s Charlie Munger Shows a Golden Touch (BusinessWeek) • Another cheater wins on Wall Street (MarketWatch) see also On Wall Street Crime Pays 350% IRR (Zero Hedge) • Is the stock market in Wonderland? (CNN/Money) • What Ballmer Can’t…Read More

Category: Financial Press