Wall Street

JP Morgan: How Do You Lose $2 Billion?

by Barron Maestro on May 11, 2012

Jamie Dimon and Wife JudithJamie Dimon, banking’s boy genius, who appeared to navigate the financial devastation of 2008 in a superlative manner has just presided over what could eventually be the biggest trading loss in Wall Street history.

Observers such as Jim Rogers have pointed out the risk-taking and large derivatives positions at JP Morgan as “disasters in waiting,” as he was reportedly short the stock over three years ago [link].

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PBS Frontline Exposes Ugly Truths About Wall Street

by Barron Maestro on April 27, 2012

PBS Frontline - Money Power Wall StreetIn the first part of a four-part investigation, PBS Frontline focuses on the business with enormous global reach and influence: banking. The topic “Money, Power and Wall Street” is certainly more important than anything being discussed in the presidential campaign. The excesses and aggressive risk-taking of the financial industrial complex dwarf all other influences on the economy. The banking madness was sickeningly exposed during the financial crisis and stock market crash over 3 years ago.

As the first episode states, the recession destroyed $11 trillion of American’s net worth. 8.5 million workers lost their jobs. “Wall Street got bailed out and Main Street didn’t,” is the refrain justifying the Occupy Wall Street protests.

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Steven Leuthold - Leuthold GroupLast week Steven Leuthold, founder of The Leuthold Group, was interviewed by Betty Liu, Dominic Chu and Josh Lipton on Bloomberg’s “In the Loop” regarding his stock market outlook for the rest of the year.

Leuthold said he invested in banks (Bank of America, Citigroup) a few months ago when no one was interested in them and there were questions whether they would survive. Now, said Leuthold, everybody likes the banks so he’s getting cautious on them. He’s also concerned the Volcker rule is going to be enforced a little stronger. Leuthold indicated he might be taking a little money out of the big banks and added that maybe the regional banks were better. However, he believed the banks weren’t finished going up and wouldn’t sell too much, “since they have momentum going for them.”

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Pension Funds Struggle to Find Returns

by Barron Maestro on April 4, 2012

Julie Creswell of The N.Y. Times writes about the challenges facing pension funds in a low return world. Apparently the managers of these funds are increasingly turning to alternatives including high fee hedge funds.

Creswell contrasts the $26.3 billion Pennsylvania State Employees’ Retirement System with Georgia’s $14.4 billion municipal retirement system. The Pennsylvania pension fund has bet the house on riskier alternatives with 46% of its assets in 400 private equity, venture capital and real estate funds. Georgia’s state law prohibits alternative investments.

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Harvey Eisen, “The Stock Market is Just Fine”

by Barron Maestro on March 30, 2012

Harvey Eisen - Bedford Oak AdvisorsLou Dobbs interviewed a veteran Wall Street observer from days gone by, Harvey Eisen, regarding his views on the future direction of stock prices. Eisen gained minor fame as a regular on Louis Rukeyser’s Wall Street Week. Its probably been around 20 years since I’ve seen him, but he still looks about the same. Eisen is currently the Chairman of Bedford Oak Advisors.

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Larry Swedroe - Quest for AlphaLarry Swedroe, author of Investment Mistakes Even Smart Investors Make and How to Avoid Them, has written an enlightening and in-depth article entitled, “On Magical Thinking and Investing,” at IndexUniverse.com.

Swedroe is an advocate of investing in index funds and is a principal and the director of research of Buckingham Asset Management and BAM Advisor Services. He has written 10 other highly regarded books on investing.

Swedroe lays out his case as to why investors engage in self-destructive behavior, or as he puts it, “why do the majority of investors keep playing a loser’s game?”

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Larry Fink Says it’s an Easy Decision to be 100% in Equities

February 9, 2012

Larry Fink, CEO and Chairman of Blackrock, was interviewed by Susan Li on Bloomberg this week. Fink commented on the European situation and was optimistic that the Greek indebtedness issue would be worked out. Fink said he was bullish on the market and there was too much focus being placed on noise including Greece. He [...]

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Interesting Observations From the Barron’s Roundtable

January 18, 2012

The first round of Barron’s 2012 Roundtable was presented this week. Opinions on the economy and stock markets around the world were expressed from 10 panelists (Scott Black, Abby Joseph Cohen, Marc Faber, Mario Gabelli, Bill Gross, Fred Hickey, Brian Rogers, Meryl Witmer, Oscar Schafer, and Felix Zulauf). Fred Hickey believes the secular bear market [...]

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Marc Faber Says Global Liquidity Tightening; Bullish for U. S. Dollar

October 12, 2011

Marc Faber, publisher of the Gloom, Doom and Boom Report, was interviewed by Joe Kernan on CNBC yesterday and provided his views on liquidity, the dollar and the Occupy Wall Street protests. Faber said he is looking for continued volatility although it wouldn’t necessarily be to the downside. He was fairly certain the U. S. [...]

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Michael Lewis Focuses on the Sovereign Debt Issue

October 7, 2011

Michael Lewis has been making the interview circuit promoting his new book.  Lewis is the author of several financially related books including Liar’s Poker, The Big Short, and most recently Boomerang: Travels in the New Third World. Charlie Rose’s interview of Michael Lewis aired this week. It is a fascinating discussion including a look at the banking madness that [...]

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