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.





  • August 30, 2011 - Christine Lagarde's Rosy View

    "World economy...entering a 'dangerous new phase' driven by a sense that 'policymakers do not have the conviction' to take decisions." (The Economist)



  • August 29, 2011 - Irene's Legacy

    Appears to have had little impact due to sound risk management...prepare for the worst, hope for the best.



  • August 29, 2011 - Different Take on Debt Crisis

    William Blair's George Greig has a different take on Europe's sovereign debt crisis.  (Morningstar)



  • August 29, 2011 - EPA Moratorium

    Proposed EPA rules could be a boon for companies like Ceco Environmental. (WSJ)



  • August 26, 2011 - Market Likes Bernanke CommentsClick to enlarge

    Chair Bernanke said the Fed does not plan more quantitative easing though it stands ready to support the economy. Investors cheer!  Bernanke Gives No New Signs on Fed Move (WSJ)



  • August 24, 2011 - Steve Jobs Resigns from Apple

    Morningstar reports that Steve Jobs is resigning from his post as the iconic CEO of AAPL.



  • August 24, 2011 - More on Jobs and Apple

    During Jobs prior absence from AAPL, Sep 85--Dec 96, the firm nearly failed. Since bottoming Dec 97, AAPL has returned 11,290%.



  • August 24, 2011 - Letter from Steve Jobs

    Here is a link to the letter Steve Jobs sent to the Apple board announcing his resignation.



  • August 22, 2011 - Bond Bubble

    Jeremy Siegel, author of Stock for the Long Run, is bullish on stocks again.  Hawk100 sees negative stock outlook if bonds burst. (WSJ)



  • August 19, 2011 - Coke to Invest in China

    Coke announces plans to invest $4 billion to expand facilities in China.  Corporate investment of their idle cash bodes well for the economy. (WSJ)



  • August 17, 2011 - Most Rich Used to be Poor or Middle Class

    "Barney Kilgore, the man who made the Wall Street Journal into a national publication, was once asked why so many rich people favored higher taxes. That's easy, he replied. They already have their money." Buffett volunteers middle class for tax increase (WSJ).



  • August 16, 2011 - Gold Goes ParabolicClick to enlarge

    We've seen this before...dot-com, dot-condo, dot-commodity?



  • August 15, 2011 - Recovery is vulnerable

    World Bank President Robert Zoellick calls global economic recovery "vulnerable" in interview with The Weekend Australian.



  • August 15, 2011 - Nixon Shock Heard Round the World

    Lewis Lehrman offers an interesting perspective on Nixon's abandoning the gold standard 40 years ago. (WSJ)



  • August 13, 2011 - Nixon's (un)Finest Hour

    Lawrence Kudlow once described Nixon, Ford and Carter as "Murderer's row of economics." 40 years ago, Nixon abandoned the gold standard setting the stage for today's debt crisis.

    The WSJ reports on abandoning Bretton Woods. The next HawkTalon provides Hawk100 coverage.