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RCM Comment: We must keep an eye on this major development. If FASB stands firm and makes the changes desired then possibly 3rd and certainly 4th quarter earnings announcements for financial companies should be entertaining. These changes would make it exceedingly more difficult for the financial group to hide and misrepresent the true conditions of the business. Accountants Gain Courage […]
Take a good look at the chart above courtesy of “The Market Ticker.” The secret to the equity markets’ strength recently and perhaps going forward may be revealed by the downtrend highlighted. Most of the conversations I’ve witnessed on the topic of the current market rally have centered around the recovery of the economy. I’ve heard countless arguments about earning […]
RCM Comment: I am loath to bore you with the same story over and over but the story’s far reaching ramifications demand that we cover this story like the wet blanket it represents. You see, there is a fire raging in the U.S.. Our government is burning paper (US$s) at an alarming clip as it spends aggressively to avoid the […]
– If you don’t read the newspaper you are uninformed, if you do read the newspaper you are misinformed. –Mark Twain RCM Comment: The story below illustrates what happens all too often when government oversteps its mandate and attempts to manipulate the private sector. For those of you who approve of big government read this story very closely. Please understand […]
News that Moves Markets with RCM Editorial On Monday I revealed long term trends that, as I said, must be respected. However, today I wish to offer a thought that may help those who wish to trade on a shorter time frame. Government manipulation, with the help of big investment banks, has turned shorter term decision making into a sort […]
News That Moves Markets Good morning readers, this is your Monday wake up call. The US$ is under attack and the budget deficit will continue to expand like the blackhole it is regardless of congressional protestations surrounding fiscal discipline. Instead of wasting time arguing about the inevitable and fearing the fallout let’s position the portfolio to benefit: Short US […]
News That Moves Markets Demand for physical gold is increasing at a serious clip. Supply has been declining for quite some time as new discoveries have been limited and production hampered by rising costs combined with the manipulated suppression of gold prices by Central banks. Central banks are manufacturing copious amounts of worthless paper currencies in a desperate attempt to […]
RCM Editorial While the mainstream media is busy rolling “green shoots” and smoking them, I thought I’d compose a post today to help you ‘JUST SAY NO.’ Ben “Helicopter” Bernanke and his side kick Tim “Pinocchio” Geithner (honestly, watch him speak, I swear his nose looks like it grows) have been dealing some pretty potent D.C. “trip shoots.” Of course, […]
Cable TV / Network TV / On Demand Internet Video, Intel Earnings Revealed
Investment Themes Investment themes are the building blocks of any successful portfolio. The themes are created by innovation or paradigmatic shifts in perception that over time drive the herd in a new direction. Our job as portfolio managers is to constantly scour the investment world to discover these themes, track these themes and eventually profit from these themes. To that […]