rickashburn.blogspot.com
Rick Ashburn, CFA: May 2010
http://rickashburn.blogspot.com/2010_05_01_archive.html
Rick Ashburn, CFA. Comments and musings on the investment markets and the economy. There was an error in this gadget. Tuesday, May 4, 2010. GDP Report - A Lesson in Messy Data. On Friday 4/30 the Commerce Dept. (more specifically, the Bureau of Economic Analysis, or BEA) released its first estimates of economic activity for the first quarter. The headline number was that GDP grew in the first quarter at an annual rate of 3.2%. OK.that's a number, but what does it mean? So what's going on here? Is this so...
rickashburn.blogspot.com
Rick Ashburn, CFA: November 2009
http://rickashburn.blogspot.com/2009_11_01_archive.html
Rick Ashburn, CFA. Comments and musings on the investment markets and the economy. There was an error in this gadget. Thursday, November 19, 2009. Tactical Changes - Tale of Two Outcomes. In our quarterly commentary. We carried the theme that we are at a crossroads. While we still feel that's true, we feel that both roads lead to disappointment for holders of long-dated risk assets. Advisors) need to take sides:. Either inflation will rise in the near term or it will not. On the other hand. Our job, on t...
rickashburn.blogspot.com
Rick Ashburn, CFA: June 2009
http://rickashburn.blogspot.com/2009_06_01_archive.html
Rick Ashburn, CFA. Comments and musings on the investment markets and the economy. There was an error in this gadget. Monday, June 22, 2009. It's been a while since my last blog. Spring, little league baseball and too many hours spent pondering the state of the world have distracted me from my scheduled semi-occasional written musings. Not that I haven't been thinkin' - I just haven't been writin'. Most of my head-scratching the past six weeks havs been about stocks. What should we expect from stocks?
rickashburn.blogspot.com
Rick Ashburn, CFA: A Long Hot Summer for Muni Bonds
http://rickashburn.blogspot.com/2010/02/long-hot-summer-for-muni-bonds.html
Rick Ashburn, CFA. Comments and musings on the investment markets and the economy. There was an error in this gadget. Thursday, February 18, 2010. A Long Hot Summer for Muni Bonds. In the face of this, muni bonds are still trading at very high prices - meaning very low yields. We were offered some 1-year bonds yesterday at a yield of 0.40%. As regular readers know, we are. If that fleeing occurs, we will buy bonds by the fistfull. As we have written before. Some muni bonds are genuinely at some risk of d...
rickashburn.blogspot.com
Rick Ashburn, CFA: GDP Report -- A Lesson in Messy Data
http://rickashburn.blogspot.com/2010/05/gdp-report-lesson-in-messy-data.html
Rick Ashburn, CFA. Comments and musings on the investment markets and the economy. There was an error in this gadget. Tuesday, May 4, 2010. GDP Report - A Lesson in Messy Data. On Friday 4/30 the Commerce Dept. (more specifically, the Bureau of Economic Analysis, or BEA) released its first estimates of economic activity for the first quarter. The headline number was that GDP grew in the first quarter at an annual rate of 3.2%. OK.that's a number, but what does it mean? So what's going on here? Is this so...
rickashburn.blogspot.com
Rick Ashburn, CFA: April 2010
http://rickashburn.blogspot.com/2010_04_01_archive.html
Rick Ashburn, CFA. Comments and musings on the investment markets and the economy. There was an error in this gadget. Wednesday, April 14, 2010. Stocks Could Keep On Rollin'. Regular readers (and clients) know that we are underweight to equities at the moment. Meaning that, if a family has a long-term objective of 60% stocks, we only have about half that exposure to stocks and stock-like assets. We made this tactical change in late 2009 when stocks moved into mildly over-valued territory. Chief Investmen...
rickashburn.blogspot.com
Rick Ashburn, CFA: My Two Cents
http://rickashburn.blogspot.com/2009/12/my-two-cents.html
Rick Ashburn, CFA. Comments and musings on the investment markets and the economy. There was an error in this gadget. Wednesday, December 30, 2009. Because people pretty much hold their opinions strongly, and are only interested in mine to the extent that they can then berate me for my foolishness. Given that I am an avowed political eccentric - simultaneously holding both left- and right-handed views - everybody I meet is always ready to disagree with me about. If you held it a year or longer before sal...
rickashburn.blogspot.com
Rick Ashburn, CFA: Stocks Could Keep On Rollin'
http://rickashburn.blogspot.com/2010/04/stocks-could-keep-on-rollin.html
Rick Ashburn, CFA. Comments and musings on the investment markets and the economy. There was an error in this gadget. Wednesday, April 14, 2010. Stocks Could Keep On Rollin'. Regular readers (and clients) know that we are underweight to equities at the moment. Meaning that, if a family has a long-term objective of 60% stocks, we only have about half that exposure to stocks and stock-like assets. We made this tactical change in late 2009 when stocks moved into mildly over-valued territory. Chief Investmen...
rickashburn.blogspot.com
Rick Ashburn, CFA: On Being Ready to Act
http://rickashburn.blogspot.com/2010/06/on-being-ready-to-act.html
Rick Ashburn, CFA. Comments and musings on the investment markets and the economy. There was an error in this gadget. Wednesday, June 9, 2010. On Being Ready to Act. Higher taxes, shrinking government, higher private savings, etc. "Austerity Measures" is the best catch-all phrase.). Is about the same as me pitching for the Giants this summer. Posted by Rick Ashburn. Subscribe to: Post Comments (Atom). View my complete profile. Skipping the legalese and using plain English. On Being Ready to Act.
rickashburn.blogspot.com
Rick Ashburn, CFA: June 2010
http://rickashburn.blogspot.com/2010_06_01_archive.html
Rick Ashburn, CFA. Comments and musings on the investment markets and the economy. There was an error in this gadget. Wednesday, June 9, 2010. On Being Ready to Act. Higher taxes, shrinking government, higher private savings, etc. "Austerity Measures" is the best catch-all phrase.). Is about the same as me pitching for the Giants this summer. Posted by Rick Ashburn. Subscribe to: Posts (Atom). View my complete profile. Skipping the legalese and using plain English. On Being Ready to Act.
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