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We have recently updated our website to include additional features:
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Below you can view
interesting and entertaining articles on the world of high finance,
blog-style. Whenever we find a noteworthy article, we will add it to
the website. Just click on the date.
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See the Site Map for help with navigating
the website.
11/20/08
Temporary Insanity? While we wonder
whether the market has completely lost its mind, or is merely
temporarily insane, we look to some of our favorite quantitative
indicators for some degree of comfort.
11/20/08
“Ignore
the Stock Market Until February.” This Wall Street Journal op-ed is a
broad summary of all the catalysts forcing sales in stocks now.
11/20/08
Strategas - best recent charts from Strategas
10/17/08 Warren Buffett says: Buy American. I am.
10/09/08 What more can we say?
The
Wall Street Journal compares today's panic to the crash of 1929.
As Dire as the
Times May Seem, History Isn't About to Repeat Itself.
10/08/08 Is today
the day?
10/06/08 Someone's
got a case of the Mondays...
09/23/08
Market Update - Summarizing our thoughts on this turbulent market.
09/23/08 Maybe the Banks Are Just Counting Wrong - The Wall
Street Journal. A good explanation of mark-to-market accounting
and how it hurt AIG.
08/13/08 Why Not a Windfall Tax on Campaigns? A quick
opinion letter from the Wall Street Journal.
06/27/08 Historical
stock market returns - in the running to be one of the worst 10-year
periods for stocks.
06/17/08 Manhunt
Over - Crude Villains Found. Monarch dives headfirst into the
problem that is oil prices.
06/17/08 Banks
Stocks - Has the Towel Been Thrown in Yet?
06/05/08
The gurus
at Strategas offer some insight on a grab-bag of economic issues. These
include: bond yields, money market funds, oil prices, and consumer
confidence levels. Consumer confidence is near a rock-bottom level, but
what you might not know is that this has historically been a good time
to buy stocks.
04/23/08
National
City Gets Capital - Was it a bailout or a buyout? For shareholders, it
doesn't matter too much but we've provided a fact sheet on the deal for
your information. This is the saddest chapter yet in the saga titled
"National City buys, dismantles Fort Wayne National Bank."
04/01/08 Gloom has
been a Global Phenomenon - 1st quarter U.S. market returns vs. other
markets.
04/01/08 Merck
Shareholders Feeling Heart Problems -
If Merck is now a
five letter word in your vocabulary, you might want to read our take on
the Vytorin snafu.
03/13/08 The
roundtable-style Monarch Investment Lunch held on March 11 included many
excellent questions and discussions. Customers can view some
information shared about the lunch by going to the password-protected
Our Research Page: log in and then click on the
links at the top left of the page).
03/07/08 While the vast
majority of people believe we're running out of oil, Nansen G. Saleri,
president and CEO of Quantum Reservoir Impact in Houston, has a contrary
opinion. And, oh, by the way, Mr. Saleri was formerly head of
reservoir management for Saudi Aramco. (Wall Street Journal Online)
01/17/08 Stocks
on sale! We haven't seen bargains like this since Carter was
president. Our friends at Strategas provide 45 years of
perspective on stock valuations.
11/30/07
When Will Bank Stocks Stop Falling?
Monarch takes a look at past “credit crunch” periods to see if the stock
market, of all things, can help us answer the question.
11/16/07
Are Large-Cap Growth Stocks In Favor Yet?
A research report from our friends at Strategas tells us that they
should be, but investors haven’t caught on yet.
10/26/07 The
Monarch seminar on October 23, 2007 addressed the subprime mortgage
issues, the economy, emerging markets, and corporate America working
around the globe.
(Customers can view presentation notes and
PowerPoint slides by going to the password-protected Our Research page: log
in and then click on the links at the top left of the page).
10/25/07 Monarch's
Dancing Yield Curve from the October 23, 2007 seminar - watch for changes
and inversions (slides are quarterly, beginning at the end of 1999 -
scroll down to see the changes that have taken place).
09/19/07
What Comes Next? Now that the Fed has lowered interest rates, Strategas
offers some foresight.
08/24/07 Mortgage market blowup with respect
to the Federal Funds Rate
08/16/07
Market update - is this a good time to buy stocks?
08/02/07
Update on credit spreads
01/24/07 Monarch Customers picked the 2007 winners at the Monarch
Lunch January 23, 2007 (customers can view the results by going to the
password-protected Our Research page: log in and then click on Monarch Lunch
Survey Results at the top left).
12/21/06
Explore Central Asia with Borat, no wait, John Meyer. Read his
musings about the core stocks from the perspective of the developing
world.
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