Oct

28

And That’s The Week That Was: 10.26.07

October 28, 2007 | Leave a Comment

If you’re new here, you may want to subscribe to my RSS feed. Thanks for visiting!Attached/linked please find And That’s The Week That Was… the Brounes & Associates market/economic commentary for the week ended October 26, 2007.  How can a company report a loss of over $1 billion in a quarter and still see […]

Oct

24

Blogs as Indicators of Sentiment

October 24, 2007 | Leave a Comment

Our pal Finbar is reporting today that many banks are issuing policy statements asking employees to refrain from making comments on blogs.  I don’t know if this is limited to the UK  or also prevelent here in the States as well.  From talking to many friends and colleagues at big banks here, I understand that many employees […]

Oct

23

First Houston Hedge Fund Round Table

October 23, 2007 | Leave a Comment

Last Thursday, we held our first Houston Hedge Fund Round Table meeting.  Actually, it was a pretty informal gathering of some very excellent minds I know of here in oil city.  Originally suggested by hedge fund manager, Eric Wormser of Starboard Capital, we assembled this intimate group to discuss business, hedge funds, trading, deals we […]

Oct

22

And That’s The Week That Was: 10.19.07

October 22, 2007 | Leave a Comment

Attached/linked please find And That’s The Week That Was…the Brounes & Associates market/economic commentary for the week ended October 19, 2007.  First the good news…at least the Dow didn’t plummet 23% today (like it did 20 years ago).  And now the bad news…366 points and a 2.6% decline ain’t nothing to sneeze about (especially on […]

Oct

14

And That’s The Week That Was: 10.12.07

October 14, 2007 | Leave a Comment

Attached/linked please find And That’s The Week That Was…the Brounes & Associates market/economic commentary for the week ended October 12, 2007.  Fed policy meeting minutes, earnings season, a surprise announcement by Wal-Mart, and a few new “gender-friendly” transaction…Yep, investors had plenty to digest this week.   Techs benefited from some favorable merger news, while small-cap issues […]

Oct

7

And That’s The Week That Was: 10.5.07

October 7, 2007 | Leave a Comment

Attached/linked please find And That’s The Week That Was…the Brounes & Associates market/economic commentary for the week ended October 5, 2007.  So was it -4,000 or +89,000?  That is the big question du jour (“of the day” for those less fluent in French).  This week’s unemployment release reversed some negative perceptions about the “sluggish” labor […]

Oct

3

And That’s The Quarter That Was: Sept. ‘07

October 3, 2007 | Leave a Comment

Attached (linked) please find And That’s The ‘Quarter’ That Was…the Brounes & Associates market/economic commentary for the period just ended September 30, 2007.  Investors can be such a fickle bunch.  After pushing into record territory early in the quarter, equities nosedived (or, is it nosedove?) as the subprime (and related) woes led to cries of […]