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Tax Tips for Year-End, Rebalancing, Black Friday
Eric Linser, CFA | Nov. 25, 2009
"When Black Friday comes I'll collect everything I'm owed and before my friends find out, I'll be on the road." - Black Friday by Steely Dan
Funny how the day after Thanksgiving is called Black Friday, yet Steely Dan was singing about the '87 crash. Well for retailers, it's make or break time. It's an important time for more ...
Dollar Down, Everything Else Up Environment
Eric Linser, CFA | Nov. 23, 2009
First, let's define the term "carry trade." Carry Trade is the practice of borrowing in the currency of a country where interest rates are low and lending the proceeds in the currency of a country where interest rates are higher, in hopes of profiting from the difference. Success depends on exchange rates remaining more ...
Understanding the dollar's place in the World
Phil Diamond, CFA | Oct. 19, 2009
The dollar, or any currency, has several major functions in an economy. The one we are most familiar with is that of a "medium of exchange." That means we go to the bar with a ten in our pocket and exchange that for a beer and a sandwich. We have exchanged money for goods. The second is what we call a "store of value." You can take that ten and put it in your pocket more ...
We feel that one of the most fundamental decisions we face in building investment portfolios is correctly deciding whether we are facing an inflationary or deflationary environment in our future. Most investments behave quite differently depending on whether we are in a deflationary or inflationary environment. Get it wrong and your investment choices could rise up to bite you.
The Fed will fight deflation and knows how to do that (print money). They also know what to do more ...
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