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.





  • February 25, 2011 - Socio-Political unrest spreads more and more deeply acros

    Socio-Political unrest spreads more and more deeply across the Middle East and North Africa. Reuters Video This may actually open buying opportunities for those with a stomach for risk. Libya is a Buying Opportunity (WSJ)



  • February 24, 2011 - Wonderful event hosted for the Hawk100 Member Guest last

    Wonderful event hosted for the Hawk100 Member Guest last evening. Thank you to those who attended. May you fondly recall the fine wine, tasty hors d'oeuvres, and enlightening presentation from Dan Meader, CFA.



  • February 23, 2011 - Hawk100 is making final preparations for its Midwinter Me

    Hawk100 is making final preparations for its Midwinter Member Guest Event this evening. We welcome those Hawk100 members and their guests who will join us.



  • February 23, 2011 - February 22, Hawk100 attended CFA Society of Columbus ann

    February 22, Hawk100 attended CFA Society of Columbus annual forecast dinner. Hawk100 president was complimented by the panel moderator with comparison to Benjamin Graham.



  • February 23, 2011 - February 17--19, Hawk100 president, Richard Clemens, led

    February 17--19, Hawk100 president, Richard Clemens, led the investment profession by setting the highest standards of ethics, education and professional excellence. He led meetings with his CFA Institute colleagues in New Orleans for leadership meetings among investment professionals representing Canada, the US, and Latin America.



  • February 17, 2011 - Hawk100 made a presentation to audience of 35 finance pro

    Hawk100 made a presentation to audience of 35 finance professionals yesterday regarding financial market and economic update. In the final analysis, "The lesson ... is an old one: Nobody knows anything, and there's no substitute for messy, wasteful competition as a finder of solutions to problems we didn't even know we needed solutions for." Holman Jenkins, WSJ, 16-Feb-2011



  • February 15, 2011 - How will the US pay for a $1.645 trillion annual deficit?

    How will the US pay for a $1.645 trillion annual deficit? The cynical and unrealistic White House budget (WSJ)



  • February 09, 2011 - A Hawk100 member shared this piece with me regarding a si

    A Hawk100 member shared this piece with me regarding a significant issue facing today's college students. Particularly, they are not learning how to think. Lack of Rigor Leaves Students Adrift



  • February 09, 2011 - Time management skills are frequently requested from Hawk

    Time management skills are frequently requested from Hawk100 members. To that end, I thought it would be instructive to share a link to the original 1955 article in The Economist that introduced Parkinsons Law, the concept that work expands to fill the time allotted. From The Economist Archives



  • February 08, 2011 - Told ya so!

    Told ya so! US Probe absolves Toyota electronics



  • February 08, 2011 - We are as hawkish as anyone about the pressures on public

    We are as hawkish as anyone about the pressures on public finance. The falloff in munis is largely a reversal of the prior advance in anticipation of tax increases. Today's yields are certainly more attractive than those in October. Patient investors needing tax exempt interest would be wise to continue investing in select munis.



  • February 08, 2011 - Today's issue of "Advisor Perspectives" contains a rebuttal

    Today's issue of "Advisor Perspectives" contains a rebuttal to Meridith Whitney's doomsday scenario for the muni bond market. To point, the recent sell-off in munis is partly due to media hype in the aftermath of Whitney's claims. Undoing Meridith Whitney's Damage