Rooster Research

Rooster Research

Contributor since: 26 Feb 2010

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• Bush, Clinton, Bush: Trade Deficit Just Worsens

  Published 10 April 2005 | viewed 6,282 times

  In summary, the U.S. annual goods and services deficit became wider in 2004, as reported by the U.S. Bureau of Economic Analysis and the U.S.…

• Indefinite Future for Defined Benefit Plans?

  Published 10 April 2005 | viewed 4,905 times

  A sea-change has taken place in the last few years for the Pension Benefit Guarantee Corporation (PBGC). The PBGC was created by the Employee Retirement…

• Instruments of Deforestation

  Published 12 October 2004 | viewed 5,191 times

  Summary: A generation ago, bond and fixed income investors suffered as the very flesh of their holdings was devoured by inflation and rising interest rates,…

• Contrarian Note

  Published 27 September 2004 | viewed 3,906 times

  An online pair-trade, with plenty of "reservations": Interactive Corp. vs. Travelzoo A first for us, but let us not be so much bulls or bears…

• A "Macro" Trend: Energy

  Published 22 September 2004 | viewed 4,223 times

  A "Macro" Trend: Energy (yes, we're jumping on that bandwagon too, sorry contrarians) Will it stay that way? Right now it's tough to say if…

• Market Note: Taken For a Ride?

  Published 17 July 2004 | viewed 4,134 times

  Summary:  • Quick recap of things from past notes: homebuilders, brokers, Japan, et al.  • Contrarian considerations of a company going to or coming back from the…

• "Measure" Twice, Hike Once

  Published 01 July 2004 | viewed 3,615 times

  "Measure" twice, hike once: Everyone is waiting for the Fed to raise rates as part of its "measured" approach to inflation, before we all flee…

• Extreme Measures

  Published 18 June 2004 | viewed 4,525 times

  Extreme Measures: The stumbling Yankee carry trade, reflation-fueled, seems to have recovered its footing (wobbly at best), and the Fed's measured approach (possibly starting June…