Tag Archives: bank

Rising i-rates: More than bonds will get hammered!

In a recent “Investor Alert” the Financial Industry Regulatory Authority (FINRA) warned the investing public: If you have money in a bond fund that holds primarily long-term bonds, expect the value of that fund to decline, perhaps significantly, when interest … Continue reading

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Beware a German Bund Fight!

I’d like to revisit a recurring phenomenon – and a reliable contrarian indicator – that befuddles the logical mind yet regularly creates investment opportunities. I’m inspired (again) by this comment I received from a fellow investment professional: “I have read … Continue reading

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Out with the Treasuries, in with Corporates!!!

Is it time to gravitate towards U.S. corporate bonds and get out from the behind the sanctuary of treasuries? Many argue that the recent drift upwards of the benchmark 10-year treasury yield is a blip. Others believe that it is … Continue reading

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Short Gold, go LONG Currencies?

Central banks stockpiling bullion? Based on their historically really bad timing, looks like the price of gold has more room to move……DOWN! “The Central Bank Gold Agreement (also known as the Washington Agreement on Gold) was announced on September 26, … Continue reading

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Shrinkage: Jobs in Financial Services

Employment in financial services – four years ago rich and bloated, are shrinking as quickly as George Costanza (of Seinfeld) coming out of the pool. Los Angeles Times, Sept. 10, 2011 “Bank of America Corp. is preparing to slash 40,000 … Continue reading

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Banks bounce back? Of course!

Taking time out to “Reflect” really does work:  And as usual, it doesn’t pay to believe what you read.  Less than a month (maybe a day?) ago everyone was worried about bank earnings (inspiring me to buy some banks) and abracadabra….today no … Continue reading

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Time to buy resource stocks again?

Resources to start Rockin’ Again? I think so. A year or two before the resources fund I launched (long gone now) would start a steady climb towards the #1 spot in those performance charts, the mood was just like it … Continue reading

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