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FEAR + FUNDAMENTALS = OPPORTUNITY?

The European debt crisis, Washington political gridlock, and slow "new normal" economic growth; as investors we all lived through these market events and realities in 2011. Unfortunately, none of these conditions are likely go to away any time soon. Throw…

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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…

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The “Wait and See” Economy

The dog days of summer are over, kids are going back to school, but the economy and the stock market still seem stuck, up just slightly since Memorial Day. Interest rates are low, inflation is lower, and stocks are cheap…

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The Great False Choice

The debate is raging among policy makers, economists, and even among members of the Federal Reserve, about whether more stimulus is needed to boost the U.S. economy or whether policymakers should begin focusing on government debt reduction. Olivier Blanchard, chief…

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Happy Anniversary!

A year ago today, on September 15, 2008, Lehman Brothers, one of the largest and oldest investment banks in the U.S. filed for bankruptcy, and set off a financial collapse that was felt across the globe. It seems like a…

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FINALLY!!!

Yesterday the Treasury Department finally released details of their Public-Private Investment Program designed to create a market for the "toxic" assets that have been weighing down our banking system. The stock market liked what it saw, and Bill Gross of…

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