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.





  • July 31, 2010 - New laws do not necessarily improve the game. Sometimes,

    New laws do not necessarily improve the game. Sometimes, they just redefine the terms of the game. Credit card issuers have discovered new ways to extract fees from cardholders. New Credit-Card Tricks (WSJ)



  • July 28, 2010 - More economic weakness appeared today with the durable go

    More economic weakness appeared today with the durable goods orders showing -1.0% while the WSJ consensus expectations called for advance of 1.0%. Stocks dropped on the news with the tech-heavy Nasdaq losing -1.04%.



  • July 27, 2010 - Article 208

    Uptown Girl lists her home in the Hamptons. Let's see what it fetches in price during this contracting real estate market. Christie Brinkley Lists Home in Hamptons (WSJ)



  • July 19, 2010 - Strong earnings lift stocks, but statistics continue to s

    Strong earnings lift stocks, but statistics continue to show weakness in the macro economy as the summer season takes its toll on housing data. As we forecast, the cash for fixer uppers program shifted consumption patterns between months rather than cause lasting growth in housing demand.



  • July 16, 2010 - Hawk100 will represent the Midwest region of the United S

    Hawk100 will represent the Midwest region of the United States in Barcelona, Spain this week on behalf of the global investment profession. I look forward to reporting to Members about the investment landscape worldwide, in Europe generally, and within Spain particularly.



  • July 15, 2010 - Article 205

    The WSJ carries an excellent article in today's issue describing the upcoming tax challenges. As Tax Cuts' Expiration Date Nears, Little Consensus (WSJ)



  • July 14, 2010 - Kieran Osborne, CFA offers an intriguing look at inflatio

    Kieran Osborne, CFA offers an intriguing look at inflation. We happen to agree with him that inflationary pressures have been pumped into the system and it is only a matter of time before the bubble bursts. Inflation: The Runaway Train (Mornignstar)



  • July 13, 2010 - The stock rally continued today on strong earnings from s

    The stock rally continued today on strong earnings from several bellwether companies. It has been a favorable quarterly earnings season, but the petals appear to be falling from the rose bloom.



  • July 11, 2010 - The aptly-named "Limitless" division of deeply indebted D

    The aptly-named "Limitless" division of deeply indebted Dubai World is selling its investment in a Malaysian venture for $23.8 million. Malaysian developer Bandar Raya's subsidiary Ardent Heights will buy the entire Dubai stake in Haute Property sdn bhd, according to Reuters. This is a small step toward advancing a resolution for Dubai World's $23.5 billion indebtedness.



  • July 09, 2010 - Article 201

    US stock markets shrugged off today's report of rising inventories (often a precursor to economic contraction) to make modest gains in early trading.



  • July 08, 2010 - As a follow up to our June HawkTalon, Paul Volcker expres

    As a follow up to our June HawkTalon, Paul Volcker expressed disappointment in the Volcker rule. Bloomberg Video



  • July 08, 2010 - As we predicted, the Fed is finding it difficult to remov

    As we predicted, the Fed is finding it difficult to remove expansionary policies. Empirical evidence shows that staying with these policies is most likely to lead to inflation. Fed worries about economic slowdown (The Washington Post)



  • July 07, 2010 - Geithner is confident in the world economy according to R

    Geithner is confident in the world economy according to Reuters and Bloomberg. The EU will resolve its sovereign debt crisis, the yuan will rise, children will get good grades and families will prosper. Okay, so we added a bit of color, but we long ago lost confidence in the former banking regulator who oversaw the 2007/08 collapse under the roof of his own house of cards. Geithner confident ...(Reuters)



  • July 06, 2010 - Morningstar recommends four steps to its midyear portfoli

    Morningstar recommends four steps to its midyear portfolio checkup process. Hawk100 already incorporates these steps, and more, for Member portfolios. Morningstar



  • July 02, 2010 - Neither stocks nor bonds liked the employment situation.

    Neither stocks nor bonds liked the employment situation. Private payrolls added 83,000 non-farming jobs, and the winding down count of census employees made the headline number drop 125,000 in June.



  • July 01, 2010 - Hawk100 actively uses hedging strategies to reduce much o

    Hawk100 actively uses hedging strategies to reduce much of the market risk from its Members' portfolios. Call us at 614.791.HAWK to learn more about how Hawk100 aligns your wealth with your life.