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.





  • October 31, 2011 - Baby-Proof Finances

    Preparing to welcome a baby into your family should include a financial review.  Hawk100 recommends prudent strategies to align with your additional family member. (Dispatch)



  • October 31, 2011 - Stocks Resume Decline

    US equities lost nearly 2.5% today as MF Global -- the firm led by former Goldman Chair and New Jersey Governor -- filed for bankruptcy protection. (WSJ)



  • October 28, 2011 - Lively Cat BounceClick to enlarge

    From Jul-21 to Oct-3, stocks (SP500) lost 18.2%. Stocks gained 16.9% since Oct-3.  That's no dead cat.



  • October 28, 2011 - Study Tips

    Hawk100 pursues pedagogy with passion and encourages education for members and their families.  Here is sound advice to pass a tough test. (WSJ)



  • October 27, 2011 - Stocks Rise 3.4%

    Hearing that the EU struck a deal to resolve Greek's debt crisis stoked stocks worldwide.  The SP500 rose 3.4% and MSCI EAFE rose 5.3%. 



  • October 26, 2011 - World's Oldest Bank on Brink

    The financial crisis has brought Siena, Italy based Banca Monte dei Paschi di Siena SpA, the world's oldest bank, to brink of failure. A financial crisis is only complete when at least one venerable bank collapses. (WSJ)



  • October 26, 2011 - Same Old Argentina

    As Hawk100 warned in Jan 2011 HawkTalon, Kirchner's latest order risks further declines in foreign investment flowing to Argentina. (Bloomberg)



  • October 26, 2011 - Looking for A Glimmer

    Economic analysts are becoming more sanguine in their outlook.  Meanwhile consumers are less optimistic.  (WSJ) (Reuters)



  • October 25, 2011 - Credit Spreads TightenClick to enlarge

    Off a recent peak, credit spreads tighten while investor appetites for risk return. (Chart Source WSJ)



  • October 24, 2011 - Obama to Announce Actions on Student Loans

    Obama administration plans to announce rules affecting housing and student loan markets that sidestep congressional approval. (Reuters)



  • October 23, 2011 - EU makes sovereign debt progress

    EU leaders made progress to aid Italy's sovereign debt crisis. Forgotten is the Italian tendency to follow Greece. (Reuters)



  • October 22, 2011 - IRS Inflates Tables

    IRS Rev Proc 2011-52 and IR 2011-103 adjust 2012 tax tables for inflation and cost of living. (Journal of Accountancy)

    http://www.journalofaccountancy.com/Web/20114692.htm



  • October 21, 2011 - Morningstar Series

    For it's final installment, Morningstar suggests to know your behavioral tenancies and avoid cognitive errors to become a better investor. (Morningstar)



  • October 20, 2011 - Morningstar Series

    Day four of Morningstar's investment series discusses rebalancing techniques. (Morningstar)



  • October 20, 2011 - SVU

    10-Q from SVU today showed mixed signals of improvement and deterioration.  (iMetrix)



  • October 20, 2011 - NVRClick to enlarge

    NVR reported earnings today and some short-term signals could support a rebound. (iMetrix)



  • October 19, 2011 - Morningstar Series

    Today, Morningstar suggests systems to pick investments for building your portfolio. (Morningstar)



  • October 18, 2011 - Morningstar Series.

    Morningstar suggests asset allocation is the primary factor driving investment results and offers a short analysis to begin choosing how much equity to hold. (Morningstar)



  • October 18, 2011 - Goldman in the red

    When Goldman catches a cold (it's cheeks are red with losses), stocks get the flu.  Goldman reported losses and NYSE Composite drops 71 BPs. (WSJ)



  • October 17, 2011 - Was Enron Entirely Fraud?

    Even with mountains of evidence, public derision, and prosecutorial resources dedicated to the case against Enron, only a few convictions stuck. Ken Lay's conviction was vacated after he passed.  "Just 7 of 13 people who went on trial over Enron were convicted, and 4 convictions were reversed on appeal, according to Davis Polk." (WSJ)



  • October 17, 2011 - Morningstar Series

    Morningstar is starting a series today called "5 days to better investing."  Hawk100 musings will connect you to the series. (Morningstar)



  • October 14, 2011 - Profits look good.

    Q3 earnings season is underway, and Mattel, SAP, and Pepsi are among companies offering positive news.



  • October 14, 2011 - EU Presses Commodities

    The EU is pressing to limit commodities speculation. Increased  transparency may actually spur investment activity.  (WSJ)



  • October 13, 2011 - What to save, shred, or recycle?

    Morningstar offers a useful tip sheet to get organized, protect your identity,  and maintain secure files. (Morningstar)



  • October 12, 2011 - Make volatility your friend

    Jack Hough offers a few insights that align with the Hawk100 approach to volatility. (WSJ)



  • October 11, 2011 - Educated Workers, Unite!

    Capitals dominate AdvisorOne's list of top 10 cities for educated workers to find jobs.  (AdvisorOne)



  • October 11, 2011 - Farewell, my friend.

    CFA Institute, the global investment professional assn, is changing its mgmt structure and Bob Johnson departs. (CFA Institute)



  • October 07, 2011 - This is Herman Cain!

    Cains rise in GOP polls shows right minds are open to ideas while Riley suggests left minds are closed to race. (WSJ)



  • October 07, 2011 - Emerging Market CurrencyLatest trade data shows emerging market currencies on rebound. http://on.wsj.com/qwgVRl

  • October 06, 2011 - A Game Changer

    Andrew Gluck has called TD Ameritrade "A Game Changer" for its recent technology developments. (Financial Advisor)



  • October 06, 2011 - Apple Shares FallClick to enlarge

    AAPL fell 0.23% to $377.37, while SP500 rose 1.83%, in 1st trading day after death of Steve Jobs. (Image source WSJ)



  • October 05, 2011 - Putin Redux

    Putin makes public on plans to return to Russia's Presidency and surprises nearly no one. (WSJ)



  • October 05, 2011 - God Bless Steve Jobs

    WSJ is reporting that Apple Founder, Steve Jobs, died today at the age of 56 to draw an inspiring life to an end.



  • October 05, 2011 - Apple Statement

    "Apple has lost a visionary and creative genius, and the world has lost an amazing human being."



  • October 05, 2011 - A Family Mourns

    WSJ: "Mr. Jobs is survived by his wife, Laurene, and four children." A family who perseveres becomes our noblest legacy.



  • October 04, 2011 - Rubber StocksClick to enlarge

    Stocks enjoyed a late day bounce to finish the day up 2.3% after Bernanke promised more intervention.



  • October 04, 2011 - Wealth Transfer Tip.

    Contact Hawk100 to learn how historically low Applicable Federal Rates present a gift to wealthy Members. (IRS)



  • October 03, 2011 - Neither Clean Nor Energetic

    SP Global Clean Energy Index lost 42.7% in 3rd qtr to lag all indices.  Losses like that leave a black mark on any portfolio.