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WRA Strategies & Observations

WRA Strategies and Observations. Mostly contrarian musings on investments and the economy. Thursday, August 30, 2007. Our firm is now managing key client relationships and acting as a sub-advisor on various investment strategies for other investment managers. As such, we are placing less emphasis on indirect communication with our clients and potential clients, such as with this blog. Should you have an interest in becoming a client, please visit our website at www.windriveradvisors.com. We have partiall...

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WRA Strategies and Observations. Mostly contrarian musings on investments and the economy. Thursday, August 30, 2007. Our firm is now managing key client relationships and acting as a sub-advisor on various investment strategies for other investment managers. As such, we are placing less emphasis on indirect communication with our clients and potential clients, such as with this blog. Should you have an interest in becoming a client, please visit our website at www.windriveradvisors.com. We have partiall...

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WRA Strategies & Observations | wrastrategies.blogspot.com Reviews

https://wrastrategies.blogspot.com

WRA Strategies and Observations. Mostly contrarian musings on investments and the economy. Thursday, August 30, 2007. Our firm is now managing key client relationships and acting as a sub-advisor on various investment strategies for other investment managers. As such, we are placing less emphasis on indirect communication with our clients and potential clients, such as with this blog. Should you have an interest in becoming a client, please visit our website at www.windriveradvisors.com. We have partiall...

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wrastrategies.blogspot.com

1

WRA Strategies & Observations: Business Spending

http://wrastrategies.blogspot.com/2007/04/business-spending.html

WRA Strategies and Observations. Mostly contrarian musings on investments and the economy. Monday, April 02, 2007. Business spending on equipment and software continues to be sluggish. The fourth quarter saw its largest drop since 2002. One of the obvious conclusions is that corporations have opted to use to cash to fund stock buybacks. Why? We think this provides a floor for bond prices and see longer US treasuries as attractive at these levels. Posted by WRA Strategy Group at 7:37 PM.

2

WRA Strategies & Observations: Update

http://wrastrategies.blogspot.com/2007/08/update.html

WRA Strategies and Observations. Mostly contrarian musings on investments and the economy. Thursday, August 30, 2007. Our firm is now managing key client relationships and acting as a sub-advisor on various investment strategies for other investment managers. As such, we are placing less emphasis on indirect communication with our clients and potential clients, such as with this blog. Should you have an interest in becoming a client, please visit our website at www.windriveradvisors.com.

3

WRA Strategies & Observations: Credit Card Delinquencies

http://wrastrategies.blogspot.com/2007/04/credit-card-delinquencies.html

WRA Strategies and Observations. Mostly contrarian musings on investments and the economy. Wednesday, April 18, 2007. Posted by WRA Strategy Group at 7:22 AM.

4

WRA Strategies & Observations: April Performance for Strategies

http://wrastrategies.blogspot.com/2007/05/april-performance-for-strategies.html

WRA Strategies and Observations. Mostly contrarian musings on investments and the economy. Friday, May 04, 2007. April Performance for Strategies. Website. Contact us about managed account programs. Past performance is not a guarantee of future performance. A comment is also appropriate for our asset allocation models. The Absolute Return Growth Model, which is a combination of mostly Dynamic Strategies, has a goal of 10% per year and 2.5% per quarter with moderate drawdown. Was 28% since 12/31/04. Year-...

5

WRA Strategies & Observations: The Bernanke Fed

http://wrastrategies.blogspot.com/2007/03/bernanke-fed.html

WRA Strategies and Observations. Mostly contrarian musings on investments and the economy. Friday, March 16, 2007. By generating unexpectedly high inflation it may be able to temporarily boost output and employment. By like token, unexpectedly low inflation may temporarily reduce output and employment.". Economic analysis tells us that as long as the prospect of exploiting this short-run tradeoff. Why the long quote here? We think the Bernanke. Different than experienced under the Greenspan Fed. Unde...

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wrastrategies.blogspot.com

WRA Strategies & Observations

WRA Strategies and Observations. Mostly contrarian musings on investments and the economy. Thursday, August 30, 2007. Our firm is now managing key client relationships and acting as a sub-advisor on various investment strategies for other investment managers. As such, we are placing less emphasis on indirect communication with our clients and potential clients, such as with this blog. Should you have an interest in becoming a client, please visit our website at www.windriveradvisors.com. We have partiall...

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