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.





  • April 30, 2012 - Stocks Down

    The SP500 Index lost 0.75% in April breaking a string of consecutive monthly gains that started with December. 



  • April 27, 2012 - Following the debacle of Dodd-Frank, this is the last thi

    Following the debacle of Dodd-Frank, this is the last thing we need.  The Investment Advisor Oversight Act of 2012. (proposed House Bill)



  • April 25, 2012 - Durable Goods Fall

    The Commerce Department reports that activity for durable goods posted its worst monthly decline since January 2009.  (WSJ story)



  • April 25, 2012 - Fed Musings

    The Fed released a table summarizing forecasts and projections for the US economy as surveyed among Fed Governors and Presidents. (Federal Reserve Table)



  • April 24, 2012 - Apple of my i

    Apple reported stronger than expected Q2 results on sales of its iPhone and iPad gadgets, and its shares surge. (Reuters story)



  • April 23, 2012 - Another Manic Monday

    Stocks fell today and the Basic Materials Sector led the way posting a decline of 1.42% (Dow Jones).



  • April 20, 2012 - Euro "Remedy Insufficient"

    The Economist calls the Euro-zone remedy "insufficient" given the demands on Italian and Spanish debt. (click for story)



  • April 19, 2012 - Europe Plan Faltering Again

    The EU rescue plan faltering again serves as further evidence of the inherent weakness of economies built upon government intervention instead of production. (click for story)



  • April 18, 2012 - Not Fussy About Bonds

    Bond market veteran, Dan Fuss, CFA, told Hawk100 and CFA Columbus  that Peace, People, Politics, and Prosperity are key economic (and therefore market) drivers.  Mr. Fuss says, "the winds [of declining yields] have changed for bonds."



  • April 18, 2012 - More Bond Fussiness

    Dan Fuss, CFA, recently told Reuters that he still likes corporate bonds. (see story)



  • April 17, 2012 - Argentine Mistakes

    Argentina moves to nationalize local unit of spanish firm, Repsol (see WSJ story).  Hawk100 warned of Argentina's tendancy to nationalize wealth in January 2011 HawkTalon.



  • April 16, 2012 - Tax Day Extension

    With April 15 falling on Sunday and the US celebrating Patriots Day today in honor of Revolutionary battles in Lexington and Concord, Massachusetts, US tax returns are extended to April 17 this year.



  • April 13, 2012 - Play Ball!

    Earnings Season kicks off with mixed results from the big banks.  (e.g., see story on JPM)



  • April 12, 2012 - Retailer Woes

    Talbot's (TLB) reported Q4 losses and declining sales.  After much hoorah, the holiday shopping season resulted in so much Ho Ho Hum. (see Edgar Filing)



  • April 11, 2012 - Retirement Income

    Russell Research offers income planning options for retirees.  (click for paper)



  • April 10, 2012 - Why Government Regulation Rarely Works

    Commerce is more nimble than the most rigorously written regulations.  Look no further than shadow banking to understand what happens when governments hand is too heavy. (click for story)



  • April 10, 2012 - Santorum Suspends Campaign

    With Senator Santorum suspending his campaign, Romney will surely turn his and the GOP's attention to defeating Obama. (click for story)



  • April 09, 2012 - IMF Coordination

    At a crucial time when the IMF is stretched to cover the Euro crisis, Japan and China agreed to "consult each other very closely" when making contribution decisions. (Japan Times)



  • April 08, 2012 - Peace and Joy

    Hawk100 wishes you and your family peace and joy while celebrating the Easter holiday.



  • April 06, 2012 - Workforce Growth Slows

    The US Dept of Labor reported that nonfarm payrolls added 120,000 in March.  The figure was below economist expectations. (WSJ story) (DOL report)



  • April 05, 2012 - Gift Annuities

    Gift annuities can be a sensible way to achieving emotional wealth with your charitable wealth advisor. (see story)



  • April 04, 2012 - Tax Tips

    Morningstar shares six tips for retirees while filing their taxes. (view video)



  • April 03, 2012 - Doctor's Orders for Euro

    The Economist's Charlemagne writes that the Euro is still "sickly" and offers a protocol to health. (Economist story)



  • April 02, 2012 - Stocks Up for QuarterClick to enlarge

    The SP500 returned 12.6% in the first quarter, a rate that outpaced 91% of all quarters since 1924.