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Below you can view
interesting and entertaining articles on the world of high finance,
blog-style. Whenever we write or find a noteworthy article, we will add it to
the website.
09/02/10
Confidence ~ From where will it come? Confidence can stand for
assurance, certainty, belief, or a secret. This article addresses
the factors that affect economic confidence and what it will take to
improve our confidence deficit.
07/01/10
Was That the Shortest Bull Market on
Record? We take a look at the potential for a double-dip recession, and
don't see a compelling case. Then why is the market selling off?
07/01/10 Fear Makes a Comeback ~ by
Jason Trennert of Strategas
05/20/10
What's the Market Thinking? The
evolving sovereign debt crisis in Europe is complicated, but has a
seemingly simple solution: BALANCE YOUR BUDGETS! This op-ed in today's
Wall Street Journal, by former Fed vice chairman Alan Blinder, best
summarizes the complications. We still are in the camp that there are
enough vested interests to prevent a European default, and thus
financial contagion.
05/06/10 What
the? In case you were wondering whether your eyes were deceiving
you, yes, the Dow did plummet 1,000 points this afternoon before
recovering at the close. We'll try to add some perspective on the
Eurozone debt issues.
05/06/10 The Death
of Buy and Hold? Don't Read This at the Funeral!
We draw some conclusions around the
latest data point showing the vast discrepancy between the returns from
mutual funds and the returns of investors in those mutual funds.
Exhibit A: the CGM Focus Fund.
03/05/10 Welcome to
spring!
What's the state of market sentiment
right now? We look to the side of the road, where we see the snow has
melted, but the residue leftover isn't pretty. That's a whole lot
better than when everyone is bullish.
01/10/10
Monarch Lunch notes are available on our password-protected
Our Research page (log in and then click on the
chart link at the top of the page or call Monarch if you need
assistance).
11/25/09
Some End-of-the-Year IRA Reminders -- If you're considering charitable gifts from your IRA, or are
contemplating a conversion to a Roth IRA, or took a withdrawal from your
IRA in 2009 and would like to put it back into your IRA, you might want
to read this. Please know that you should consult your tax advisor
before taking any action on these.
10/27/09
Monarch Lunch notes are available on our password-protected
Our Research page (log in and then click on the
chart link at the top of the page or call Monarch if you need
assistance).
09/03/09 Welcome
to September, historically the worst month for stocks but hopefully a
good month for the economy. We set our gaze on recent data and are
encouraged.
09/03/09
Strategas report - a hodgepodge of fresh economic charts
08/16/09 "We
Don't Spend Enough on Healthcare" - a Wall Street Journal op-ed.
The
author turns the health care reform debate completely on its head,
suggesting that health care is a source of productive national growth,
rather than a cost. It's wacky, but does make the reader think. The
op-ed has elicited much controversy, though not to the level of Whole
Foods CEO/founder John Mackey's op-ed (which makes a lot of sense to us
capitalists): "The
Whole Foods Alternative to ObamaCare."
05/07/09 What to do
with this rally? With the market having recovered so much, so
fast, all pundits are asking "is this a bear market rally?" We'll
take a stab at it.
03/05/09
What we know and what we don't know...Our
impression is that we’ve all, individually, picked up bits and pieces of
this economic crisis, but we’re having some difficulty putting it all
together.
03/05/09 Where will new money for
stocks come from? Our
friends at Strategas wrote a very thoughtful piece on this subject.
01/28/09 Information
about private foundations, investment programs, and accountability.
12/03/08
Welcome to the 2007 Recession - The verdict is in, but hasn't the market
been punished enough already?
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.
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.
10/25/07 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
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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