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Rooster Research

Rooster Research

Contributor since: 26 Feb 2010

  • Bush, Clinton, Bush: Trade Deficit Just Worsens

    Published 10 April 2005 | viewed 5,087 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 3,581 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 3,599 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 2,592 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 2,806 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 2,754 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 2,217 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 3,113 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…