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Tag Archives: Investing
Laughing So Hard It Hertz
Hertz, the Superstar in Rent-a-Car, filed for bankruptcy on May 22nd. That’s when the fun began. Hertz stock, henceforth to be known as HTZ, fell to 56 cents on May 26th, the business day after its Chapter 11 filing. Then, HTZ ascended like Icarus. It hit a high of 6.25 and closed at 5.53 on June 8th. I wrote about it in The Spin, my newsletter. I talked about HTZ bond prices, the bonds’ senior claim to the equity in bankruptcy and the likelihood that HTZ stock was worthless. I thought I was done, but no. It got better. Continue reading
Puzzling Over Equity
The stock market is a continually changing puzzle. Momentum and quality have ruled the last several years. Whither value? Emerging markets? Small caps? Continue reading
Posted in Emerging Markets, Equities, Investing
Tagged Emerging Markets, Equities, Investing
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A Short Sharp Shock?
These fevered times bring back memories. For the first time since the seventies, we are facing a supply shock, a non-financial threat to our economy, While the Fed has responded already, it’s not the response we will ultimately need. Continue reading
It’s Time For Predictions; I Don’t Play That
Here we are at the start of a new year and a new decade. Is it really a new decade? Personally, I’m the sort who starts counting at one, not zero, but I’ll go along and say it is a … Continue reading
Posted in Asset Allocation, Equities, Investing
Tagged Asset Allocation, Equities, Forecasts, Investing
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Fire and Ice
Some say the world will end in fire, Some say in ice. From what I’ve tasted of desire I hold with those who favor fire. But if it had to perish twice, I think I know enough of hate To … Continue reading
Posted in Banks, Bonds, Central banks, Credit, Economics, Finance, Investing, The Fed
Tagged Banks, Economics, Interest Rates, Investing, The Fed
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Diversification’s Gold Standard
I am an advisor with a past, a past managing global bond funds. For over twenty years, I invested in a vast array of markets and bond sectors around the globe. These included sectors like high yield and emerging markets … Continue reading
Posted in Asset Allocation, Equities, Investing, Market Cycles, Rates, Volatility
Tagged Asset Allocation, Economics, Equities, Investing, Rates
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Jeopardy and Understanding Your Goals
On April 9, 2019 James Holzhauer broke the figurative bank on Jeopardy by winning $110,914 in one day. The previous one day record was $77,000. James did it by going after high value clues first, by seeking out the Daily … Continue reading
Posted in Goals, Investing, Planning
Tagged Financial Advice, Goals, Investing, Planning
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Hitting ‘Em Where They Ain’t
“Keep your eye on the ball and hit ‘em where they ain’t” … Continue reading
Posted in Asset Allocation, Bonds, Currency, Equities, Investing
Tagged Asset Allocation, Bonds, Equities, FX, Investing
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Portfolio Management: Cooking With Hamburger Helper
Betty Crocker introduced Hamburger Helper in 1971. You took chopped meat and mixed it with what, in essence, was filler to complete the meal. Much of active management works the same way.
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Diversify When the Upside Is Limited
While having lunch with a client recently, I asked about his attitude towards risk. His half-joking response was that he would like high returns with no risk. I’ve heard similar sentiments echoed many times down the years. We all want … Continue reading
Posted in Credit, High Yield, Investing
Tagged Credit, Equities, Investing, Volatility
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The Market Cyclist 