Slovakia - Who New?

Speaking from his office, amply stocked with a humidor and wet bar, he added that if he were an investor in troubled European debt right now, “I, too, would feel bad about what we are doing.” (click to read)

The content contained in this blog represents the opinions of Damon Coley, Nathan Aberson, and/or Aaron Aberson. Mr. Coley, Mr. Nathan Aberson, and Mr. Aaron Aberson also act as advisors and clients advised by Mr. Coley, Mr. Nathan Aberson, and Mr. Aaron Aberson may hold either long or short positions in securities of various companies discussed in the blog based upon Mr. Coley’s, Mr. Nathan Aberson’s, and Mr. Aaron Aberson’s recommendations. This commentary in no way constitutes investment advice, and should never be relied on in making an investment decision, ever. Also, this blog is not a solicitation of business by Mr. Coley, Mr. Nathan Aberson, and Mr. Aaron Aberson: all inquiries will be ignored. The content herein is intended solely for the entertainment of the reader, and the authors.

The State of Sovereign Debt

This is a good interview with Kyle Bass. The new Michael Lewis book "Boomerang" discusses Kyle and his unconventional knack for being able to look around corners and see what others can't. A glimpse into the future? Maybe.....(fast forward to the 2:20 mark for the interview to begin)




The content contained in this blog represents the opinions of Damon Coley, Nathan Aberson, and/or Aaron Aberson. Mr. Coley, Mr. Nathan Aberson, and Mr. Aaron Aberson also act as advisors and clients advised by Mr. Coley, Mr. Nathan Aberson, and Mr. Aaron Aberson may hold either long or short positions in securities of various companies discussed in the blog based upon Mr. Coley’s, Mr. Nathan Aberson’s, and Mr. Aaron Aberson’s recommendations. This commentary in no way constitutes investment advice, and should never be relied on in making an investment decision, ever. Also, this blog is not a solicitation of business by Mr. Coley, Mr. Nathan Aberson, and Mr. Aaron Aberson: all inquiries will be ignored. The content herein is intended solely for the entertainment of the reader, and the authors.

And so it begins

Putin eyes new economic Soviet Union (click to read)

The content contained in this blog represents the opinions of Damon Coley, Nathan Aberson, and/or Aaron Aberson. Mr. Coley, Mr. Nathan Aberson, and Mr. Aaron Aberson also act as advisors and clients advised by Mr. Coley, Mr. Nathan Aberson, and Mr. Aaron Aberson may hold either long or short positions in securities of various companies discussed in the blog based upon Mr. Coley’s, Mr. Nathan Aberson’s, and Mr. Aaron Aberson’s recommendations. This commentary in no way constitutes investment advice, and should never be relied on in making an investment decision, ever. Also, this blog is not a solicitation of business by Mr. Coley, Mr. Nathan Aberson, and Mr. Aaron Aberson: all inquiries will be ignored. The content herein is intended solely for the entertainment of the reader, and the authors.

Banks are not even worth the cash they have on the balance sheet

The content contained in this blog represents the opinions of Damon Coley, Nathan Aberson, and/or Aaron Aberson. Mr. Coley, Mr. Nathan Aberson, and Mr. Aaron Aberson also act as advisors and clients advised by Mr. Coley, Mr. Nathan Aberson, and Mr. Aaron Aberson may hold either long or short positions in securities of various companies discussed in the blog based upon Mr. Coley’s, Mr. Nathan Aberson’s, and Mr. Aaron Aberson’s recommendations. This commentary in no way constitutes investment advice, and should never be relied on in making an investment decision, ever. Also, this blog is not a solicitation of business by Mr. Coley, Mr. Nathan Aberson, and Mr. Aaron Aberson: all inquiries will be ignored. The content herein is intended solely for the entertainment of the reader, and the authors.

Another Knock to Housing

I for one don't believe this is a very good time to dry up liquidity in the mortgage market. It fascinates me that this is actually being allowed to happen...(damon)


Wells Fargo Lowers Conforming Loan Limits (click to read)

The content contained in this blog represents the opinions of Damon Coley, Nathan Aberson, and/or Aaron Aberson. Mr. Coley, Mr. Nathan Aberson, and Mr. Aaron Aberson also act as advisors and clients advised by Mr. Coley, Mr. Nathan Aberson, and Mr. Aaron Aberson may hold either long or short positions in securities of various companies discussed in the blog based upon Mr. Coley’s, Mr. Nathan Aberson’s, and Mr. Aaron Aberson’s recommendations. This commentary in no way constitutes investment advice, and should never be relied on in making an investment decision, ever. Also, this blog is not a solicitation of business by Mr. Coley, Mr. Nathan Aberson, and Mr. Aaron Aberson: all inquiries will be ignored. The content herein is intended solely for the entertainment of the reader, and the authors.

Cooperman on the Markets & QE2

I've alway like listening to Leon Coopermans's interviews. His reasoning seems sound and he is (or so I'm told) an excellent money manager. Really good interview and worth a view....(damon)



The content contained in this blog represents the opinions of Damon Coley, Nathan Aberson, and/or Aaron Aberson. Mr. Coley, Mr. Nathan Aberson, and Mr. Aaron Aberson also act as advisors and clients advised by Mr. Coley, Mr. Nathan Aberson, and Mr. Aaron Aberson may hold either long or short positions in securities of various companies discussed in the blog based upon Mr. Coley’s, Mr. Nathan Aberson’s, and Mr. Aaron Aberson’s recommendations. This commentary in no way constitutes investment advice, and should never be relied on in making an investment decision, ever. Also, this blog is not a solicitation of business by Mr. Coley, Mr. Nathan Aberson, and Mr. Aaron Aberson: all inquiries will be ignored. The content herein is intended solely for the entertainment of the reader, and the authors.

Pimco's Gross Interview

In Simple Terms: Don't own Treasurys, Go Global, Own Stocks, or Let Bill Gross Manage your Fixed Income Allocation for You. Great Interview. Savers are getting a raw deal and are being forced to take riskier and riskier bets all in the name of earning a little return on their money. Enjoy (damon)




The content contained in this blog represents the opinions of Damon Coley, Nathan Aberson, and/or Aaron Aberson. Mr. Coley, Mr. Nathan Aberson, and Mr. Aaron Aberson also act as advisors and clients advised by Mr. Coley, Mr. Nathan Aberson, and Mr. Aaron Aberson may hold either long or short positions in securities of various companies discussed in the blog based upon Mr. Coley’s, Mr. Nathan Aberson’s, and Mr. Aaron Aberson’s recommendations. This commentary in no way constitutes investment advice, and should never be relied on in making an investment decision, ever. Also, this blog is not a solicitation of business by Mr. Coley, Mr. Nathan Aberson, and Mr. Aaron Aberson: all inquiries will be ignored. The content herein is intended solely for the entertainment of the reader, and the authors.

I Don't See Value - Do You?

This chart makes the claim that stocks are a compelling value at this level. Yes some are. However, they seem reasonably priced from where I sit. They get really cheap the closer they get to the bottom green line. We are not even close. (damon)

Source: http://www.chartoftheday.com/


Today's chart illustrates how the recent rise in earnings has impacted the current valuation of the stock market as measured by the price to earnings ratio (PE ratio). Generally speaking, when the PE ratio is high, stocks are considered to be expensive. When the PE ratio is low, stocks are considered to be inexpensive. From 1900 into the mid-1990s, the PE ratio tended to peak in the low to mid-20s (red line) and trough somewhere around seven (green line). The price investors were willing to pay for a dollar of earnings increased during the dot-com boom (late 1990s), surged even higher during the dot-com bust (early 2000s), and spiked to extraordinary levels during the financial crisis (late 2000s). As a result of the recent surge in corporate earnings, the PE ratio has dropped to a level that has rarely existed over the past two decades.

The content contained in this blog represents the opinions of Damon Coley, Nathan Aberson, and/or Aaron Aberson. Mr. Coley, Mr. Nathan Aberson, and Mr. Aaron Aberson also act as advisors and clients advised by Mr. Coley, Mr. Nathan Aberson, and Mr. Aaron Aberson may hold either long or short positions in securities of various companies discussed in the blog based upon Mr. Coley’s, Mr. Nathan Aberson’s, and Mr. Aaron Aberson’s recommendations. This commentary in no way constitutes investment advice, and should never be relied on in making an investment decision, ever. Also, this blog is not a solicitation of business by Mr. Coley, Mr. Nathan Aberson, and Mr. Aaron Aberson: all inquiries will be ignored. The content herein is intended solely for the entertainment of the reader, and the authors.

The Invisible Stock Market Bubble

I hope you have a plan....(damon)

The Invisible Stock Market Bubble(click to read)


The content contained in this blog represents the opinions of Damon Coley, Nathan Aberson, and/or Aaron Aberson. Mr. Coley, Mr. Nathan Aberson, and Mr. Aaron Aberson also act as advisors and clients advised by Mr. Coley, Mr. Nathan Aberson, and Mr. Aaron Aberson may hold either long or short positions in securities of various companies discussed in the blog based upon Mr. Coley’s, Mr. Nathan Aberson’s, and Mr. Aaron Aberson’s recommendations. This commentary in no way constitutes investment advice, and should never be relied on in making an investment decision, ever. Also, this blog is not a solicitation of business by Mr. Coley, Mr. Nathan Aberson, and Mr. Aaron Aberson: all inquiries will be ignored. The content herein is intended solely for the entertainment of the reader, and the authors.

Mississippi Flooding Threatens Shipping as Barges Halted

As my Mom says, "you learn something new everyday". This is a good piece on the Mississippi River and Commerce. (damon)



The content contained in this blog represents the opinions of Damon Coley, Nathan Aberson, and/or Aaron Aberson. Mr. Coley, Mr. Nathan Aberson, and Mr. Aaron Aberson also act as advisors and clients advised by Mr. Coley, Mr. Nathan Aberson, and Mr. Aaron Aberson may hold either long or short positions in securities of various companies discussed in the blog based upon Mr. Coley’s, Mr. Nathan Aberson’s, and Mr. Aaron Aberson’s recommendations. This commentary in no way constitutes investment advice, and should never be relied on in making an investment decision, ever. Also, this blog is not a solicitation of business by Mr. Coley, Mr. Nathan Aberson, and Mr. Aaron Aberson: all inquiries will be ignored. The content herein is intended solely for the entertainment of the reader, and the authors.

Where Are The Jobs?

Today, the Labor Department reported that nonfarm payrolls (jobs) increased in April for an eighth consecutive monthly gain. Today's chart provides some perspective on the US job market. Note how the number of jobs steadily increased from 1961 to 2001 (top chart). During the last economic recovery (i.e. the end of 2001 to the end of 2007), job growth was unable to get back up to its long-term trend (first time since 1961). More recently, nonfarm payrolls have pulled away from its 40-year trend (1961-2001) by a record percentage (bottom chart). In fact, the current number of US jobs was first reached in early 2000. Very Sobering....(Damon)

The content contained in this blog represents the opinions of Damon Coley, Nathan Aberson, and/or Aaron Aberson. Mr. Coley, Mr. Nathan Aberson, and Mr. Aaron Aberson also act as advisors and clients advised by Mr. Coley, Mr. Nathan Aberson, and Mr. Aaron Aberson may hold either long or short positions in securities of various companies discussed in the blog based upon Mr. Coley’s, Mr. Nathan Aberson’s, and Mr. Aaron Aberson’s recommendations. This commentary in no way constitutes investment advice, and should never be relied on in making an investment decision, ever. Also, this blog is not a solicitation of business by Mr. Coley, Mr. Nathan Aberson, and Mr. Aaron Aberson: all inquiries will be ignored. The content herein is intended solely for the entertainment of the reader, and the authors.

Boston Properties' Zuckerman Interview

It seems simple when proposed by a serious and articulate person. None of that is coming out of Washington. The clock is ticking. The debt issue is very troubling. This is a very good inteview with Mort Zuckerman. Damon....



Mortimer Zuckerman, chief executive officer of Boston Properties Inc., discusses the impact of the federal budget deficit on the U.S. economy and investment strategy. Zuckerman, speaking with Betty Liu on Bloomberg Television's "In the Loop," also discusses the death of al-Qaeda leader Osama bin Laden in a U.S. raid May 1. (Source: Bloomberg)

The content contained in this blog represents the opinions of Damon Coley, Nathan Aberson, and/or Aaron Aberson. Mr. Coley, Mr. Nathan Aberson, and Mr. Aaron Aberson also act as advisors and clients advised by Mr. Coley, Mr. Nathan Aberson, and Mr. Aaron Aberson may hold either long or short positions in securities of various companies discussed in the blog based upon Mr. Coley’s, Mr. Nathan Aberson’s, and Mr. Aaron Aberson’s recommendations. This commentary in no way constitutes investment advice, and should never be relied on in making an investment decision, ever. Also, this blog is not a solicitation of business by Mr. Coley, Mr. Nathan Aberson, and Mr. Aaron Aberson: all inquiries will be ignored. The content herein is intended solely for the entertainment of the reader, and the authors.

S&P Revises its outlook on the U.S's AAA rating to Negative

If anyone wants to know what denial looks like, check out this Bloomberg interview of Austan Goolsbee, chairman of the White House Council of Economic Advisers. This interview is in response to Standard & Poors cutting the U.S's outlook from stable to negative. (damon)....



The content contained in this blog represents the opinions of Damon Coley, Nathan Aberson, and/or Aaron Aberson. Mr. Coley, Mr. Nathan Aberson, and Mr. Aaron Aberson also act as advisors and clients advised by Mr. Coley, Mr. Nathan Aberson, and Mr. Aaron Aberson may hold either long or short positions in securities of various companies discussed in the blog based upon Mr. Coley’s, Mr. Nathan Aberson’s, and Mr. Aaron Aberson’s recommendations. This commentary in no way constitutes investment advice, and should never be relied on in making an investment decision, ever. Also, this blog is not a solicitation of business by Mr. Coley, Mr. Nathan Aberson, and Mr. Aaron Aberson: all inquiries will be ignored. The content herein is intended solely for the entertainment of the reader, and the authors.

More pressure on banks. Clean Up Fund? Billions? As more and more Americans face mortgage foreclosure, banks’ crucial ownership documents for the properties are often unclear and are sometimes even bogus, a condition that’s causing lawsuits and hampering an already weak housing market. A Really eye opening expose. I'm not sure you could even make this stuff up...(damon)



The content contained in this blog represents the opinions of Damon Coley, Nathan Aberson, and/or Aaron Aberson. Mr. Coley, Mr. Nathan Aberson, and Mr. Aaron Aberson also act as advisors and clients advised by Mr. Coley, Mr. Nathan Aberson, and Mr. Aaron Aberson may hold either long or short positions in securities of various companies discussed in the blog based upon Mr. Coley’s, Mr. Nathan Aberson’s, and Mr. Aaron Aberson’s recommendations. This commentary in no way constitutes investment advice, and should never be relied on in making an investment decision, ever. Also, this blog is not a solicitation of business by Mr. Coley, Mr. Nathan Aberson, and Mr. Aaron Aberson: all inquiries will be ignored. The content herein is intended solely for the entertainment of the reader, and the authors.

Chart of the Day

Source: http://www.chartoftheday.com/


For some long-term perspective, today's chart illustrates the Dow adjusted for inflation since 1900. Of interest is that the inflation-adjusted Dow has traded within the confines of an extremely long-term upward sloping trend channel over the past 111 years. It is also of interest that the secular bear market that concluded in the early 1980s was almost as severe as the one that concluded in the early 1930s. Also, while the market action from the inflation-adjusted record high of 1999 to the financial crisis lows of 2009 was severe, the magnitude of this decline was much less than what occurred with the bear markets that concluded in the early 1930s and early 1980s. More recently, the Dow has retraced 74% of the financial crisis bear market with the inflation-adjusted Dow currently trading 19% off its 1999 record high -- a rather dramatic turnaround considering the magnitude of the recent financial crisis.


The content contained in this blog represents the opinions of Damon Coley, Nathan Aberson, and/or Aaron Aberson. Mr. Coley, Mr. Nathan Aberson, and Mr. Aaron Aberson also act as advisors and clients advised by Mr. Coley, Mr. Nathan Aberson, and Mr. Aaron Aberson may hold either long or short positions in securities of various companies discussed in the blog based upon Mr. Coley’s, Mr. Nathan Aberson’s, and Mr. Aaron Aberson’s recommendations. This commentary in no way constitutes investment advice, and should never be relied on in making an investment decision, ever. Also, this blog is not a solicitation of business by Mr. Coley, Mr. Nathan Aberson, and Mr. Aaron Aberson: all inquiries will be ignored. The content herein is intended solely for the entertainment of the reader, and the authors.

Chart of the Day

Source: http://www.chartoftheday.com/


Today's chart illustrates how the stock market has performed during the average pre-election year. Since 1900, the stock market has tended to perform well during the first seven to eight months of the average pre-election year. For the remainder of the year, pre-election performance has tended to be more flat/choppy. This pre-election year has followed the path of the average pre-election year rather closely with a rally up until mid-February and a correction into mid-March with the aftermath of the devastating Japanese earthquake and tsunami weighing heavily on the market over the past few days.

The content contained in this blog represents the opinions of Damon Coley, Nathan Aberson, and/or Aaron Aberson. Mr. Coley, Mr. Nathan Aberson, and Mr. Aaron Aberson also act as advisors and clients advised by Mr. Coley, Mr. Nathan Aberson, and Mr. Aaron Aberson may hold either long or short positions in securities of various companies discussed in the blog based upon Mr. Coley’s, Mr. Nathan Aberson’s, and Mr. Aaron Aberson’s recommendations. This commentary in no way constitutes investment advice, and should never be relied on in making an investment decision, ever. Also, this blog is not a solicitation of business by Mr. Coley, Mr. Nathan Aberson, and Mr. Aaron Aberson: all inquiries will be ignored. The content herein is intended solely for the entertainment of the reader, and the authors.

Meltdown?

I sure I hope these guys are right. The market will like this as well. We currently have no direct foreign exposure, as we are fully invested in U.S. Domestic shares. Damon.....




The content contained in this blog represents the opinions of Damon Coley, Nathan Aberson, and/or Aaron Aberson. Mr. Coley, Mr. Nathan Aberson, and Mr. Aaron Aberson also act as advisors and clients advised by Mr. Coley, Mr. Nathan Aberson, and Mr. Aaron Aberson may hold either long or short positions in securities of various companies discussed in the blog based upon Mr. Coley’s, Mr. Nathan Aberson’s, and Mr. Aaron Aberson’s recommendations. This commentary in no way constitutes investment advice, and should never be relied on in making an investment decision, ever. Also, this blog is not a solicitation of business by Mr. Coley, Mr. Nathan Aberson, and Mr. Aaron Aberson: all inquiries will be ignored. The content herein is intended solely for the entertainment of the reader, and the authors.

Spring Time - An interview with Boston Redsox Owner and Hedge Fund Manager John Henry

John Henry is the owner of the Boston Redsox. He is also a Billionaire Hedge Fund Manager. Players have reported for Spring Training. Good interview (if you are Red Sox fan) Damon......

John Henry fined $500,000 for revenue sharing comments


The content contained in this blog represents the opinions of Damon Coley, Nathan Aberson, and/or Aaron Aberson. Mr. Coley, Mr. Nathan Aberson, and Mr. Aaron Aberson also act as advisors and clients advised by Mr. Coley, Mr. Nathan Aberson, and Mr. Aaron Aberson may hold either long or short positions in securities of various companies discussed in the blog based upon Mr. Coley’s, Mr. Nathan Aberson’s, and Mr. Aaron Aberson’s recommendations. This commentary in no way constitutes investment advice, and should never be relied on in making an investment decision, ever. Also, this blog is not a solicitation of business by Mr. Coley, Mr. Nathan Aberson, and Mr. Aaron Aberson: all inquiries will be ignored. The content herein is intended solely for the entertainment of the reader, and the authors.

We Couldn't Agree More

"The Investment Answer" is broken down into five main principles:

1. Hire a fee-only, independent financial advisor, not a broker who is compensated for selling you company products. This is an issue both Goldie and Murray felt strongly about. "[Murray] didn't care for the retail side of Wall Street; he felt that was the side of Wall Street that was really hurting people," Goldie says. "This book was his attempt to try to educate people and help level the playing field."

2. Diversify among stocks and bonds, buying both large and small caps and value and growth.

3. Divide foreign and domestic investments.

4. Decide if you want to own passive or actively managed mutual funds. Goldie and Murray both encourage passive investing. "Over time a passive strategy on average will outperform an active strategy," says Goldie. This concept was hard, even for Goldie, to understand at first. "I was brought up under the idea that if you worked harder and you were smarter and better, you would perform better. But it doesn't hold with investing."

5. Rebalance your portfolio.

The content contained in this blog represents the opinions of Damon Coley, Nathan Aberson, and/or Aaron Aberson. Mr. Coley, Mr. Nathan Aberson, and Mr. Aaron Aberson also act as advisors and clients advised by Mr. Coley, Mr. Nathan Aberson, and Mr. Aaron Aberson may hold either long or short positions in securities of various companies discussed in the blog based upon Mr. Coley’s, Mr. Nathan Aberson’s, and Mr. Aaron Aberson’s recommendations. This commentary in no way constitutes investment advice, and should never be relied on in making an investment decision, ever. Also, this blog is not a solicitation of business by Mr. Coley, Mr. Nathan Aberson, and Mr. Aaron Aberson: all inquiries will be ignored. The content herein is intended solely for the entertainment of the reader, and the authors.

He's still got It.

Bill Murray is a good sport. He indulges Joe Kernen by re-living a litte Carl Spackler from "Caddyshack". The fun starts at the 6min 45sec mark. Classic stuff. Damon......





The content contained in this blog represents the opinions of Damon Coley, Nathan Aberson, and/or Aaron Aberson. Mr. Coley, Mr. Nathan Aberson, and Mr. Aaron Aberson also act as advisors and clients advised by Mr. Coley, Mr. Nathan Aberson, and Mr. Aaron Aberson may hold either long or short positions in securities of various companies discussed in the blog based upon Mr. Coley’s, Mr. Nathan Aberson’s, and Mr. Aaron Aberson’s recommendations. This commentary in no way constitutes investment advice, and should never be relied on in making an investment decision, ever. Also, this blog is not a solicitation of business by Mr. Coley, Mr. Nathan Aberson, and Mr. Aaron Aberson: all inquiries will be ignored. The content herein is intended solely for the entertainment of the reader, and the authors

Getting back into the thin air?

Here's a great chart showing the progress of the markets recovery.  Only the S&P 400 (this is a Mid Cap Index) has recouped it's losses since the 2008 crash.  Perhaps the others have room for more gains?    Damon........

Source:  http://www.chartoftheday.com/



The content contained in this blog represents the opinions of Damon Coley, Nathan Aberson, and/or Aaron Aberson. Mr. Coley, Mr. Nathan Aberson, and Mr. Aaron Aberson also act as advisors and clients advised by Mr. Coley, Mr. Nathan Aberson, and Mr. Aaron Aberson may hold either long or short positions in securities of various companies discussed in the blog based upon Mr. Coley’s, Mr. Nathan Aberson’s, and Mr. Aaron Aberson’s recommendations. This commentary in no way constitutes investment advice, and should never be relied on in making an investment decision, ever. Also, this blog is not a solicitation of business by Mr. Coley, Mr. Nathan Aberson, and Mr. Aaron Aberson: all inquiries will be ignored. The content herein is intended solely for the entertainment of the reader, and the authors.

Don't Look now, but...

.....Gold and Emerging Markets Stocks are being left behind in the market's latest advance.  Quite interesting because if all one ever did was listen to the news and other financial pundits then you would surely think that Gold(inflation trade) and Emerging Markets (commodity trade) would be making new highs.  They Are Not.  Good Ol' Fashion U.S stocks are leading the market higher.  Why? Could be a number of reasons: stronger u.s economic data, stronger dollar, deadlock in washington.  Investors shouldn't focus on the reason why.  They should focus on the price action right in front of them.  We track 12 commonly defined indices and monitor them on a daily basis.  4 of our top 5 holdings are U.S. Domestic.  The 5th fund is International Small Cap.  Damon............

The content contained in this blog represents the opinions of Damon Coley, Nathan Aberson, and/or Aaron Aberson. Mr. Coley, Mr. Nathan Aberson, and Mr. Aaron Aberson also act as advisors and clients advised by Mr. Coley, Mr. Nathan Aberson, and Mr. Aaron Aberson may hold either long or short positions in securities of various companies discussed in the blog based upon Mr. Coley’s, Mr. Nathan Aberson’s, and Mr. Aaron Aberson’s recommendations. This commentary in no way constitutes investment advice, and should never be relied on in making an investment decision, ever. Also, this blog is not a solicitation of business by Mr. Coley, Mr. Nathan Aberson, and Mr. Aaron Aberson: all inquiries will be ignored. The content herein is intended solely for the entertainment of the reader, and the authors.

Time to tweak modern portfolio theory - Investment News

Time to tweak modern portfolio theory - Investment News

Here is a good article that we think should be given serious consideration....."Advance and Defend" - Nathan


The content contained in this blog represents the opinions of Damon Coley, Nathan Aberson, and/or Aaron Aberson. Mr. Coley, Mr. Nathan Aberson, and Mr. Aaron Aberson also act as advisors and clients advised by Mr. Coley, Mr. Nathan Aberson, and Mr. Aaron Aberson may hold either long or short positions in securities of various companies discussed in the blog based upon Mr. Coley’s, Mr. Nathan Aberson’s, and Mr. Aaron Aberson’s recommendations. This commentary in no way constitutes investment advice, and should never be relied on in making an investment decision, ever. Also, this blog is not a solicitation of business by Mr. Coley, Mr. Nathan Aberson, and Mr. Aaron Aberson: all inquiries will be ignored. The content herein is intended solely for the entertainment of the reader, and the authors.

Egypt’s Suez Canal, Carrying 8% of World Trade, Open Amid Unrest

http://www.bloomberg.com/news/2011-01-31/egypt-s-suez-canal-carrying-8-of-world-trade-remains-open-amid-violence.html

Egypt’s Military Deploys Along SuMed Oil Pipeline, Official Says

http://www.bloomberg.com/news/2011-02-01/egypt-military-deploys-along-sumed-oil-pipe-adds-sentries-official-says.html


The content contained in this blog represents the opinions of Damon Coley, Nathan Aberson, and/or Aaron Aberson. Mr. Coley, Mr. Nathan Aberson, and Mr. Aaron Aberson also act as advisors and clients advised by Mr. Coley, Mr. Nathan Aberson, and Mr. Aaron Aberson may hold either long or short positions in securities of various companies discussed in the blog based upon Mr. Coley’s, Mr. Nathan Aberson’s, and Mr. Aaron Aberson’s recommendations. This commentary in no way constitutes investment advice, and should never be relied on in making an investment decision, ever. Also, this blog is not a solicitation of business by Mr. Coley, Mr. Nathan Aberson, and Mr. Aaron Aberson: all inquiries will be ignored. The content herein is intended solely for the entertainment of the reader, and the authors.

We Pitty the Fool taking investment Advice from Mr. T

I had to smile when I viewed this clip. Everyone is talking about gold. Gold was a good buy when No One was talking about it. This is just another example of Gold being a Crowded Trade. The Mohawk still looks great. Damon........



The content contained in this blog represents the opinions of Damon Coley, Nathan Aberson, and/or Aaron Aberson. Mr. Coley, Mr. Nathan Aberson, and Mr. Aaron Aberson also act as advisors and clients advised by Mr. Coley, Mr. Nathan Aberson, and Mr. Aaron Aberson may hold either long or short positions in securities of various companies discussed in the blog based upon Mr. Coley’s, Mr. Nathan Aberson’s, and Mr. Aaron Aberson’s recommendations. This commentary in no way constitutes investment advice, and should never be relied on in making an investment decision, ever. Also, this blog is not a solicitation of business by Mr. Coley, Mr. Nathan Aberson, and Mr. Aaron Aberson: all inquiries will be ignored. The content herein is intended solely for the entertainment of the reader, and the authors.

Marc Faber believes U.S. Domestic Equities will outperform Emerging Markets Equities

The content contained in this blog represents only opinions of Damon Coley, Nathan Aberson, and/or Aaron Aberson. Mr. Coley, Mr. Nathan Aberson, and Mr. Aaron Aberson also act as advisors and clients advised by Mr. Coley, Mr. Nathan Aberson, and Mr. Aaron Aberson may hold either long or short positions in securities of various companies discussed in the blog based upon Mr. Coley’s, Mr. Nathan Aberson’s, and Mr. Aaron Aberson’s recommendations. This commentary in no way constitutes investment advice, and should never be relied on in making an investment decision, ever. Also, this blog is not a solicitation of business by Mr. Coley, Mr. Nathan Aberson, and Mr. Aaron Aberson: all inquiries will be ignored. The content herein is intended solely for the entertainment of the reader, and the authors.

“The whole world’s going to be rich by the end of this century” - Here comes the "Super Cycle"

We didn't say it. But Edward Prescott, a senior monetary adviser to the Federal Reserve Bank of Minneapolis who shared the 2004 Nobel Prize for analysis of business cycles and economic policy, believes so. Click on the link below to read more. Damon.......



http://www.bloomberg.com/news/2011-01-23/super-cycle-leaves-no-economy-behind-as-davos-shifts-to-growth-from-crisis.html
The content contained in this blog represents only the opinions of Damon Coley, Nathan Aberson, and/or Aaron Aberson. Mr. Coley, Mr. Nathan Aberson, and Mr. Aaron Aberson also act as advisors and clients advised by Mr. Coley, Mr. Nathan Aberson, and Mr. Aaron Aberson may hold either long or short positions in securities of various companies discussed in the blog based upon Mr. Coley’s, Mr. Nathan Aberson’s, and Mr. Aaron Aberson’s recommendations. This commentary in no way constitutes investment advice, and should never be relied on in making an investment decision, ever. Also, this blog is not a solicitation of business by Mr. Coley, Mr. Nathan Aberson, and Mr. Aaron Aberson: all inquiries will be ignored. The content herein is intended solely for the entertainment of the reader, and the authors.

Muni Bond Meltdown Fears - This Too Shall Pass

High Quality General Obligation bonds in states like North Carolina, Georgia, and South Carolina should be just fine. Munis are correcting off of levels that top ticked last November. Why November? Because the November Mid Term Elections swung further right than most folks thought; and Tax Rates were frozen creating less urgency to earn tax free income.....Damon



The content contained in this blog represents only the opinions of Damon Coley, Nathan Aberson, and/or Aaron Aberson. Mr. Coley, Mr. Nathan Aberson, and Mr. Aaron Aberson also act as advisors and clients advised by Mr. Coley, Mr. Nathan Aberson, and Mr. Aaron Aberson may hold either long or short positions in securities of various companies discussed in the blog based upon Mr. Coley’s, Mr. Nathan Aberson’s, and Mr. Aaron Aberson’s recommendations. This commentary in no way constitutes investment advice, and should never be relied on in making an investment decision, ever. Also, this blog is not a solicitation of business by Mr. Coley, Mr. Nathan Aberson, and Mr. Aaron Aberson: all inquiries will be ignored. The content herein is intended solely for the entertainment of the reader, and the authors.

FIRST U.S. GOLD ATM VENDING MACHINE ARRIVES IN FLORIDA

It's official, Gold is a crowded trade. It's one thing to hear the commercials played on AM Radio every break, but Vending Machines. Check it out.....Nathan





The content contained in this blog represents only the opinions of Damon Coley, Nathan Aberson, and/or Aaron Aberson. Mr. Coley, Mr. Nathan Aberson, and Mr. Aaron Aberson also act as advisors and clients advised by Mr. Coley, Mr. Nathan Aberson, and Mr. Aaron Aberson may hold either long or short positions in securities of various companies discussed in the blog based upon Mr. Coley’s, Mr. Nathan Aberson’s, and Mr. Aaron Aberson’s recommendations. This commentary in no way constitutes investment advice, and should never be relied on in making an investment decision, ever. Also, this blog is not a solicitation of business by Mr. Coley, Mr. Nathan Aberson, and Mr. Aaron Aberson: all inquiries will be ignored. The content herein is intended solely for the entertainment of the reader, and the authors.

Roubini Says Stocks Have Risen Too Much, Too Soon'

Always bearish and sometimes right, he's a good interview....Damon



The content contained in this blog represents only the opinions of Damon Coley, Nathan Aberson, and/or Aaron Aberson. Mr. Coley, Mr. Nathan Aberson, and Mr. Aaron Aberson also act as advisors and clients advised by Mr. Coley, Mr. Nathan Aberson, and Mr. Aaron Aberson may hold either long or short positions in securities of various companies discussed in the blog based upon Mr. Coley’s, Mr. Nathan Aberson’s, and Mr. Aaron Aberson’s recommendations. This commentary in no way constitutes investment advice, and should never be relied on in making an investment decision, ever. Also, this blog is not a solicitation of business by Mr. Coley, Mr. Nathan Aberson, and Mr. Aaron Aberson: all inquiries will be ignored. The content herein is intended solely for the entertainment of the reader, and the authors.

Managing Multi-Speed Markets - CNBC.com

El-Erian helps run the best Fixed Income shop in the world - Pimco. Very thoughtful analysis and good televsion. Worth a listen.....Damon



The content contained in this blog represents only the opinions of Damon Coley, Nathan Aberson, and/or Aaron Aberson. Mr. Coley, Mr. Nathan Aberson, and Mr. Aaron Aberson also act as advisors and clients advised by Mr. Coley, Mr. Nathan Aberson, and Mr. Aaron Aberson may hold either long or short positions in securities of various companies discussed in the blog based upon Mr. Coley’s, Mr. Nathan Aberson’s, and Mr. Aaron Aberson’s recommendations. This commentary in no way constitutes investment advice, and should never be relied on in making an investment decision, ever. Also, this blog is not a solicitation of business by Mr. Coley, Mr. Nathan Aberson, and Mr. Aaron Aberson: all inquiries will be ignored. The content herein is intended solely for the entertainment of the reader, and the authors.

The Chess Master and the Computer by Garry Kasparov | The New York Review of Books

Here's a great article discussing the battle between man and machine. This continues to be a theme in investing as more and more trades/investment decisions are being driven by computers and not people. Please click below to read!............Damon

The Chess Master and the Computer by Garry Kasparov | The New York Review of Books



"Searching for Bobby Fischer" for you all you movie buffs.....


The content contained in this blog represents only the opinions of Damon Coley, Nathan Aberson, and/or Aaron Aberson. Mr. Coley, Mr. Nathan Aberson, and Mr. Aaron Aberson also act as advisors and clients advised by Mr. Coley, Mr. Nathan Aberson, and Mr. Aaron Aberson may hold either long or short positions in securities of various companies discussed in the blog based upon Mr. Coley’s, Mr. Nathan Aberson’s, and Mr. Aaron Aberson’s recommendations. This commentary in no way constitutes investment advice, and should never be relied on in making an investment decision, ever. Also, this blog is not a solicitation of business by Mr. Coley, Mr. Nathan Aberson, and Mr. Aaron Aberson: all inquiries will be ignored. The content herein is intended solely for the entertainment of the reader, and the authors.

Quantitative Easing Explained - You'll Laugh (or get mad)

Here's a great and sarcastic explanation of our Government's attempt at stimulating our economy. We find the chatter fun, but don't base our decisions on anything the Fed does or plans to do. The market dances to the beat of it's own drummer; the rest is just noise. Enjoy....Damon



The content contained in this blog represents only the opinions of Damon Coley, Nathan Aberson, and/or Aaron Aberson. Mr. Coley, Mr. Nathan Aberson, and Mr. Aaron Aberson also act as advisors and clients advised by Mr. Coley, Mr. Nathan Aberson, and Mr. Aaron Aberson may hold either long or short positions in securities of various companies discussed in the blog based upon Mr. Coley’s, Mr. Nathan Aberson’s, and Mr. Aaron Aberson’s recommendations. This commentary in no way constitutes investment advice, and should never be relied on in making an investment decision, ever. Also, this blog is not a solicitation of business by Mr. Coley, Mr. Nathan Aberson, and Mr. Aaron Aberson: all inquiries will be ignored. The content herein is intended solely for the entertainment of the reader, and the authors.