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Markets

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Oil Prices, Monetary Stability and Credit Expansion

Jul 20, 2008 at 00:00

I would like to say that economic commentary on the present energy situation is an improvement on what has gone on before. As I said, I would like to. The…

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Fundamental Portfolio Update

Jul 20, 2008 at 00:00

I am still concerned with the prior level of turnover in positions, which was higher than I expected, but may have been due to the nature of this recent market…

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The Weekly Report

Jul 20, 2008 at 00:00

This week I was going to look at why we suddenly have threats and warnings being issued from the SEC and backed up by utterances from Paulson and Bernanke about…

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Words from the (Investment) Wise for the Week That Was (July 14 - 20, 2008): Part II

Jul 20, 2008 at 00:00

"The end is neigh" was what many despondent investors were starting to believe as the past week kicked off with volatile trading amid concerns that US regional bank IndyMac's demise…

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Words from the (Investment) Wise for the Week That Was (July 14 - 20, 2008)

Jul 20, 2008 at 00:00

"The end is neigh" was what many despondent investors were starting to believe as the past week kicked off with volatile trading amid concerns that US regional bank IndyMac's demise…

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Honest Money Gold and Silver Report: Market Wrap

Jul 20, 2008 at 00:00

A lot of change occurred last week so there is much to cover. The focus will be on the commodities markets and especially silver and gold. Many charts are included.…

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Are Energy Prices Curtailing Growth?

Jul 19, 2008 at 00:00

The global economy has experienced two oil shocks in the last three decades. The first shock was when oil prices rose from US$4.15 per barrel in 1973 to US$9.07 per…

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Bank Executive Compensation and the Bailout

Jul 19, 2008 at 00:00

Executive compensation is a difficult issue. Although we grant that the challenge in designing a reasonable system that works in all seasons is daunting, in the net we come down…

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Market Update: Follow-up and Follow-through

Jul 19, 2008 at 00:00

Not only did we get a decent bounce in the financials, the banking index put in the single largest daily percent gain in history. As for the broader market, our…

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Precious Points: A Traders Market

Jul 19, 2008 at 00:00

Perhaps the lesson of the past few weeks and today especially is that if real relief is not coming from Washington, it must come from traders themselves. As anyone can…