CNBC Trader Talk Blog — Pisani: Market Is Having a Very Good Year...Really! — CNBC.com Market News - CNBC

I saw Bob Pisani on CNBC today and he said something very cogent and I thought relevant.  I have outperformed the S&P 500 every year since 2001.  Our Fund is having a decent year but it's been…


The Best Advice From The Worlds Greatest Investors - Business Insider

The Best Advice From The Most Brilliant Investors In History Max Nisen | Jul. 26, 2012, 12:17 PM | 57,747 | Theres a bewildering amount of advice on how to invest. People divide into camps, schools…


Quote of the Day

"The ongoing European crisis presents the biggest risk to our economy," Treasury Secretary Timothy Geithner said in congressional testimony Wednesday. "The economic recession in Europe is hurting…


For Cities, Default Becomes More Attractive - WSJ.com

Muni Blues Worry InvestorsGrowing Fear That Cities Will Default—Not Out of Necessity but as a StrategyArticleComments 56MORE IN BUSINESS »smallerLargerBy MICHAEL CORKERYSome cash-strapped U.S. cities…


Quote of the Day

A “meaningful deleveraging for an extended period of time” is now priced into the market, Bridgewater said. With this pricing at a “midpoint of discounted expectations,” individual markets have an…


Investors head for ‘big cap’ America - FT.com

We've been saying for some time now how undervalued some NOT all big blue chip stocks are based on ultra-low interest rate assumptions. Investors head for ‘big cap’ America By Michael Mackenzie and…


Buy Dividend-Machine BlackRock at a Discount - Barrons.com

This is currently one of the strategies our Fund is deploying.  We actually have a very small position like this in BlackRock so we thought this article might be usefull for our readers.  …


Israelis Killed in Bulgaria Blast as Netanyahu Blames Iran - Bloomberg

Israelis Killed In Bulgaria Blast As Netanyahu Blames IranBy Elizabeth Konstantinova and Calev Ben-David - Jul 18, 2012 1:43 PM MTFacebook ShareLinkedInGoogle +15 COMMENTSPrintQUEUEQSix people were…


Attorney Generals, hey, you can't have it both ways

It's hard to argue that major banks charged more interests to the consumers by under LIBOR reporting rates. JPM not knowing what their risk was and losing $5 Billion or more was egregious.  I doubt…


Is the market overvalued? Are we heading into a recession?

These are two questions I hear a lot and I hear myself asking these two questions.  Conventional wisdom is that if we are heading into a recession, you don't want to own stocks.  I've never found…