Musings.

Musings

The world, the economy, the markets, and our lives are dynamic. Events can have a large or small impact on us. They can create excitement, cause fears, raise questions, and spark insight.

Listed here are our most spontaneous, timely, and succinct comments on wealth, life, and more.





  • January 31, 2011 - Hawk100 President served as an ambassador for the US Midw

    Hawk100 President served as an ambassador for the US Midwest region during meetings among global investment professional leaders in Buenos Aires, Argentina.



  • January 28, 2011 - Mubarak crisis deepens in Egypt. This crisis could lead

    Mubarak crisis deepens in Egypt. This crisis could lead to more hard line policies whether or not Mubarak retains power. Mubarak digs in(WSJ)



  • January 21, 2011 - CFA Institute reports two stories that indicate "Congress

    CFA Institute reports two stories that indicate "Congress quietly considers letting states file for bankruptcy." (Reuters) (NY Times)



  • January 21, 2011 - In the same week that Steve Jobs takes leave from Apple,

    In the same week that Steve Jobs takes leave from Apple, Eric Schmidt steps aside as Google CEO (becoming Executive Chairman). On the heals of a relatively flat CES earlier in January, look for XLK (Tech Sector Spider) to lag. Power Shifts Atop Google(WSJ)



  • January 19, 2011 - Verizon (VZ) share price continues to fall. The old saw

    Verizon (VZ) share price continues to fall. The old saw in investment management, buy on the rumor and sell on the news, seems to have held true with VZ since the announcement of iPhone 4 availability to VZ customers.



  • January 14, 2011 - Industrial production forged ahead 0.8% in December, its

    Industrial production forged ahead 0.8% in December, its highest monthly increase in five months, and exceeded most analysts forecasts. Capacity utilization inched up to 76%, too. The news is consistent with solid economic conditions in the US manufacturing sector. Industrial Production Beats in December (The Street) Econoday



  • January 13, 2011 - Food prices continue to rise and Hawk100 is scaring crows

    Food prices continue to rise and Hawk100 is scaring crows to protect the crops. JJA should benefit from stories such as this report from the Journal that "Evidence of tightening global food supplies grew as the U.S. Agriculture Department cut its estimates for global harvests of key crops and raised some demand forecasts, adding to worries about rising food prices." Grain Prices Soar (WSJ)



  • January 13, 2011 - This weekend, Hawk100 will visit Tucson, AZ and will gain

    This weekend, Hawk100 will visit Tucson, AZ and will gain first person perspective of the location of last weekend's shooting rampage. God bless the families and friends of those injured by this tragic event.



  • January 08, 2011 - We all struggle from time to time dealing with a silent c

    We all struggle from time to time dealing with a silent critic. Here are a few thoughts how to overcome the challenge and run those thoughts toward a positive outcome. How to Conquer Self Doubt (WSJ)



  • January 07, 2011 - US unemployment rate drops as fewer seek jobs, and the nu

    US unemployment rate drops as fewer seek jobs, and the number of unemployment applications drops to 425,000. (The Fiscal Times)



  • January 06, 2011 - UK Chancellor George Osborne suggests a series of bank st

    UK Chancellor George Osborne suggests a series of bank stress tests will restore order to the financially troubled continent. We suggest applying such stress tests on sovereign debts in addition to corporate debts. The lingering lessons of financial crises always seem to fall on incomplete assessment of risk. So start testing. Osborne says EU needs tough bank stress tests. (Reuters)



  • January 06, 2011 - Hawk100 works primarily with families who create wealth,

    Hawk100 works primarily with families who create wealth, sometimes in vast amounts that introduce conflicts within the family. An effective Wealth Alignment Plan helps establish sound governance within the family to preserve, provide, promote, and protect family interests. "Having good family governance is part of risk management because if you look at the families with large fortunes (multi-generational wealth), the biggest risk to destroying that fortune is not the market. The big risk comes from the family?s internal fighting. And that can ruin everything." --Barbara Hauser The Role of Family Governance in Private Wealth Management (CFA Institute)



  • January 05, 2011 - My friend Jason Zweig has put together great literature.

    My friend Jason Zweig has put together great literature. Caution. This is heavy stuff. Jason Zweig, WSJ's Intelligent Investor



  • January 04, 2011 - Reuters presents an unsettling examination of California's

    Reuters presents an unsettling examination of California's fiscal standing. Read the Special Report from Reuters.



  • January 03, 2011 - Hawk100 posted the latest issue of its HawkTalon monthly

    Hawk100 posted the latest issue of its HawkTalon monthly publication. See the Talon archive under the Insights section of Hawk100.com.



  • January 01, 2011 - Happy new Year from Hawk100!

    Happy new Year from Hawk100!