crisis

The world is coming to an end but we can share it on Facebook?

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Reasons why Facebook marks some kind of weird market top. 1.Round the clock coverage on CNBC and Bloomberg about the Facebook IPO and how much money everyone is making. 2.The largest tech (maybe any IPO) in history. 3. People you know that you didn’t know ever bought a stock, asking if you could get them some Facebook stock. 4.Savy insiders selling enormous stakes.  Who cares if Goldman keeps half. At the valuation they’re getting the 50% remaining is all a free toss of the dice. 5. Billion dollar side deals for companies with no revenue to speak of. 6. The … Read more

A Crisis of Faith in America

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While the media has focused on the short term debt issue matters and to a lesser extent the long term implications what they have not addressed is the way this Circus has impacted the credibility of the USA Capital Markets. The political rhetoric and the refusal to deal with the issue at hand will have a lasting impact on the way the world looks at investing in America. Since 2008 the Government and those elected to represent the American people have made reactionary, over bearing legislation based on there popularity on the given day. Dodd-Frank, Capping Financial Institutions Wages, Over … Read more

Managing Investments in a Crisis

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Mobility and a long term outlook are essential when managing your portfolio in a crisis. The ability to select the best quality long term investments from the traditional and emerging markets. For hedging mobility is key, the ability to access Foreign Exchange, Commodities and Futures to balance your risk is a new fundamental asset for investors. Cash is no longer king and the value of the USD is being eroded which means everyone must rethink their investment strategy and adjust their portfolio holdings. While many think that if they live in the USA and earn in USD nothing will change, … Read more