America’s state will expand whoever wins - FT.com

What I got out of this piece from former Treasury Secretary is the shocking amount of money that will be spent on health care by the aging boomers.   By Lawrence Summers With the selection of Paul…


Rare opportunity for speakers at GOP convention - CNN.com

I expect unusual stock price movement during and immediately after the Republican convention   By Kevin Liptak Convention speakers a chance for party to showcase its best in prime timeNew Jersey…


Businomics Blog: Longevity: How Long Youll Live and What Will Kill You

Longevity: How Long You'll Live and What Will Kill You Fortune Magazine published this great chart. You can read the commentary, but like all great charts, this one speaks for itself.


Shayne Heffernan Says It’s Time to Sell | Live Trading News

  Economist Shayne Heffernan has identified the state of the European Economy, rising debt in the USA and a Global rise in unemployment as a reason to re-evaluate portfolio holdings and in many…


Tracking Top Funds Activity: Q2 2012

SATURDAY, AUGUST 18, 2012 Tracking Top Funds Activity: Q2 2012


Buy Delta Air Lines: Debt And Cost Reductions Are Setting The Stage For A Rally - Seeking Alpha

Buy Delta Air Lines: Debt And Cost Reductions Are Setting The Stage For A RallyAugust 19, 2012 Airlines are a notoriously difficult business. From fuel costs to the capital intensity needed to run an…


Strategic Insider Selling - SEC gives giant loophole to corporate insiders

First off- this is not news.  This loophole has been in existence since 2000 but it's sinister characteristics have not been adequately publicized.  I am including in this post the entire paper I…


Playing the Long Dividend Game: Heard on the Street - WSJ.com

We scooped the Heard on the Street guys with their good credit default swap credits with high yield.  Here's our own list gratis compiled by bright and personable  internet Steve Pery    …


September Surge?

Last September was not a lot of fun. Fortunately it set us up for a great October and a strong finale into the new year.  Small wonder that September is challenging. September's historical record is…


Why is the market going up?

We've blogged repeatedly about our view that the investment community has yet to remark stocks based on a 10 year 2% risk free rate of return.  We are now in a period of ultra low interest rates that…