Across nearly five decades in the 20th century, Gerald M. Loeb prospered in the world of Wall Street. So what made Loeb really stand apart? In the following article by Investor’s Business Daily, Bryan Anderson, Market Strategist for Beck Capital Management recounts the impression that Loeb made on William J. O’Neil and the investing principles…
A highly regarded polling firm released new data today confirming what the stock market has been saying since the US presidential election: Americans are very optimistic on their economic futures. The poll, released by IBD/Tipp, who have the best track record predicting recent presidential elections, reported today that their Economic Optimism Index rose to 54.8%…
One of the hazards of investing in mutual funds are the capital gains taxes that can accrue to investors who didn’t actually enjoy the gains. This is a function of the mutual fund structure. Capital gains taxes are distributed to shareholders at the end of each year, whether they were in the fund at the time of…
In September and October we conducted two presentations where we discussed “Election Impact Investment Analysis”. Over 120 high net worth and institutional investors in Austin were in attendance at the two events. While we were unable to predict the ultimate outcome of this close election at the time, we separated ourselves from the bulk of analysts on Wall…
Hedge fund redemptions accelerated in the third quarter of 2016. A whopping $28 billion was redeemed in three months alone.
To say the stock market is disliked is an understatement. Investors have withdrawn money from actively managed mutual funds for over 18 months. Yet the picture is relatively positive
We were pleased to host recent events at Austin Country Club and Barton Creek Country Club, which attracted over 120 Central Texas high net-worth and institutional investors. If you would like to view the slides from the presentation, please click through to read more.
In the wake of the scandal enveloping Wells Fargo bank, its advisory & brokerage arm is now under scrutiny.
Last week the WisdomTree Australia Debt ETF (AUNZ) lost 88% of its assets in one day. Franklin/Templeton, the $21 billion manager of mutual and other investment funds decided to liquidate its entire position in AUNZ, leaving a paltry $19 million left in the ETF.
Mr. Trump is correct. The bond market is in a bubble, there’s no way escaping it. See our slides proving the point.
In a stunning admission of massive fraud reminiscent of the financial crisis of 2008, Wells Fargo today admitted that 5,300 bank employees created millions of false bank and credit card accounts since 2011 in order to charge customers extra fees. Our clients who bank at Wells Fargo should examine their statements to see if they have been victimized.
That the developed world governments are accumulating debt shouldn’t be news to anyone. To give you an idea of the proportions involved, during the Obama Administration U.S. government debt has risen from approximately $8 trillion to nearly $20 trillion. To learn the trick to make that debt disappear read below.