accimi.blogspot.com
OCCAM's Razor: August 2011
http://accimi.blogspot.com/2011_08_01_archive.html
Thursday, August 11, 2011. Mr Market's Mood Swings. So what did we do here at ACC? If we reach, hold, and clear this level of 11,238 it could bode well in the short term, though fundamental problems in Europe and the US will continue to surface on the Fear meter due to structural debt/entitlement issues. The ECB must hold the line and backstop Italy/Spain/Greece/Ireland/Portugal.if they fail on any ONE of these, they fail on all of them.Then look for the Fed to backstop the ECB. Monday, August 1, 2011.
accimi.blogspot.com
OCCAM's Razor: May 2012
http://accimi.blogspot.com/2012_05_01_archive.html
Tuesday, May 8, 2012. Mr Market and Uncertainly Certain Uncertainty:. So far 2012 has continued to be the best house in a bad neighborhood. The uncertainties that are present in Europe are somewhat quantifiable in terms of how much capital will be required to create a “ring of fire” in Europe (about $2.3 Trillion), though even with this firewall approach begs the question “how much global contagion will be created? Inflation Is Still A Monetary Phenomenon! It is only about 2 minutes long and is great.
accimi.blogspot.com
OCCAM's Razor: March 2010
http://accimi.blogspot.com/2010_03_01_archive.html
Sunday, March 21, 2010. Corporate Bonds more Attractive than U.S. Treasury. To follow up with our recent post on bond yields, here is another story emphasizing the point. Http:/ www.bloomberg.com/apps/news? This Bloomberg story shows several instances where high quality corporations have recently issued debt with yields just a few basis points shy of a similar-duration US Treasury. What does this mean? Monday, March 15, 2010. Solution to Pension Promises. Mod=BOL hpp popview#articleTabs panel article%3D1.
accimi.blogspot.com
OCCAM's Razor: Mr. Market's Mood Swings
http://accimi.blogspot.com/2011/08/mr-markets-mood-swings.html
Thursday, August 11, 2011. Mr Market's Mood Swings. So what did we do here at ACC? If we reach, hold, and clear this level of 11,238 it could bode well in the short term, though fundamental problems in Europe and the US will continue to surface on the Fear meter due to structural debt/entitlement issues. The ECB must hold the line and backstop Italy/Spain/Greece/Ireland/Portugal.if they fail on any ONE of these, they fail on all of them.Then look for the Fed to backstop the ECB. Mr Markets Mood Swings.
accimi.blogspot.com
OCCAM's Razor: Q2 End 2011-- Which Printer Do You Like More?
http://accimi.blogspot.com/2011/08/q2-end-2011-which-printer-do-you-like.html
Monday, August 1, 2011. Q2 End 2011- Which Printer Do You Like More? To flip the equation, in the bond market we are looking for high grade corporate bonds (4-5%) and “vanilla flavored” high yield bonds (7%). To put it bluntly, we do not trust the government numbers, the Fed, or the Treasury. Rule #1 in bond investing is: get paid, and get your money back at maturity. When we ask the question “Whom do I trust to pay me back? Government Solutions to Economic Problems. 3) Simply stiff its creditors, either...
accimi.blogspot.com
OCCAM's Razor: July 2012
http://accimi.blogspot.com/2012_07_01_archive.html
Wednesday, July 18, 2012. The European Union’s agreement to continue to backstop Greece in the last quarter was significant: it signals that the Eurozone will continue its stabilization efforts. The two largest economies in the EU, France and Germany, simply have too much to lose by not holding the Euro together. And the tax rate on capital gains will increase to 23.8% from 15% (“only” 58.6% higher). Julius Caesar, Crossing the Rubicon. US Stocks are now more attractive than earlier on a valuation basis&...
accimi.blogspot.com
OCCAM's Razor: August 2010
http://accimi.blogspot.com/2010_08_01_archive.html
Wednesday, August 4, 2010. This is worth repeating from Bill Miller, legendary investor:. 8220;If your expectation is that we will outperform the market every year, you can expect to be disappointed. We would love nothing better than to beat the market every day, every month, every quarter and every year…Unfortunately, when we purchase companies we believe are mispriced, it is often difficult to determine when the market will agree with us and close the discount to intrinsic value…. Subscribe to: Posts (...
accimi.blogspot.com
OCCAM's Razor: Uncertainly Certain Uncertainty
http://accimi.blogspot.com/2012/05/uncertainly-certain-uncertainty.html
Tuesday, May 8, 2012. Mr Market and Uncertainly Certain Uncertainty:. So far 2012 has continued to be the best house in a bad neighborhood. The uncertainties that are present in Europe are somewhat quantifiable in terms of how much capital will be required to create a “ring of fire” in Europe (about $2.3 Trillion), though even with this firewall approach begs the question “how much global contagion will be created? Inflation Is Still A Monetary Phenomenon! It is only about 2 minutes long and is great.
SOCIAL ENGAGEMENT