Emerging Markets Are Not Europe

We continue to see the Emerging market stocks get beat up as the global economy has cooled and the U.S. and European debt problems percolate every day. We believe that current headlines and TV talking heads are preventing investors from taking the long-term view on this important asset class. So… let’s step back and gain.. read more →

Deleveraging –> Baby Steps For Now!

Leveraging did not occur overnight, and the process of “deleveraging” government balance sheets will not happen overnight either. In the aftermath of 2008, the U.S. government recapitalized banks and invested in our auto companies to prevent a financial meltdown and massive layoffs in our manufacturing base. These investments have largely been paid back in full, with.. read more →

Managing Through Up and Down Markets

During the last 60 trading days, the S&P 500 Index has had 37 days of intra-day price swings of more than 2%. There have been both up days (up 11% since October 4th) and down days (down 18% prior to October 3rd), though unfortunately, more down days as of late. Sailors sometimes need to navigate.. read more →

TIME TO HOLD HANDS AND TALK

Just a quick note to let everyone know that the sun is still shining (somewhere). Seriously though, after another tough week in the market two things are fur sure; 1) The volatility is not going away any time soon and 2) We will not change our discipline. We have stayed true to our discipline of finding.. read more →

Are We There Yet?

Mohammed El-Arian, the Co-CIO of PIMCO Funds, often makes the analogy that investing in the post-Lehman world is like riding in car over a bumpy road to an unknown destination. After rebounding in 2009, stocks have posted healthy gains but have now hit another period of volatility and decline. Investors are like passengers in the back.. read more →

WHY INVESTORS ARE AFRAID AND MAD AS HELL!

FEAR and ANGER are the two dominant attitudes of the average American investor today and rightly so. You are fearful about your future and angry at those who are responsible and not doing anything about it. No two ways about it, the psyche of the average investor today has changed and this could be a.. read more →

What Happened? Why Did It Happen? Is It 2008 All Over Again?

Just a quick note to keep you informed on what All Star Financial is thinking about the world we live in these days. Actually let”s take the last 10 business days in review: The United States lost its AAA rating. The Federal Reserve came out with the ZIRP (zero interest rate policy) until 2013. The.. read more →

What’s Next?

Just a quick note to let you all know what our thoughts and actions are after the past few days. Backing up a couple of weeks, we were steadfast in our belief that the debt debacle would be addressed before the August 2nd deadline and that the GDP and forward looking earnings numbers supported a growth.. read more →

Step Away From the Ledge

Hi Everyone, As we see the recent increase in volatility continue I want to assure you we are evaluating our next move(s) every day, hour, and it seems like minute. Straight forward, no B.S., this is a governance issue! If our politicians (both sides of the aisle) would have put forth a good, legitimate plan.. read more →

Deadlines, Debt Limits, and EARNINGS

Minnesota’s shutdown and the current negotiations in Washington, D.C. surrounding the debt ceiling have been capturing the national and market headlines in recent weeks. They highlight the potential risks of a “policy error” that could severely impact the markets. A potential default by the U.S. Treasury or even a delay in payments could send markets.. read more →