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Eric Linser, CFA | Jan. 11, 2011
Investors are, or soon will be, opening their year-end statements. If you had a good portion of your portfolio allocated to stocks you most likely had a very good year. If you had a taxable account with a good amount of municipal bond holdings you saw the value of those securities fall over the months of November and December. You may have still done OK but losses are always a bit disconcerting. A chart of the iShares National more ...
recovery, interest rates, inflation, Muni bonds, global perspective & more
Eric Linser, CFA | Sept. 21, 2009
Here is our monthly perspective on events and trends affecting the economy, the financial markets, and investment management. First, let's take a look at an interesting chart and commentary from Morgan Stanley's chief European market strategist, Mr. Teun Draaisma, as to how much further the stock market could rally. We'll take a more ...
Eric Linser, CFA | July 24, 2009
California Gov. Arnold Schwarzenegger and state lawmakers have negotiated a compromise to close the state's $26 billion + budget deficit, but don’t hold your breath that it will get done easily – it will actually take years to truly close the gap. From the looks of it, it’s mostly accounting gimmicks, deferring expense recognition, delayed implementation of programs, and taking money from cities and counties that truly need more ...
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