Mar
27
Soc Gen, Rogue Traders and Scapegoats
March 27, 2008 | Leave a Comment
If you’re new here, you may want to subscribe to my RSS feed. Thanks for visiting!It looks like CSFB has joined the ranks of those institutions with supposed “rogue traders” that senior executives are blaming for all of their troubles. I have to admit that I am one of the conspiracy theorists claiming that […]
Mar
25
Hedge Funds the Next Bubble?
March 25, 2008 | Leave a Comment
As the flight to liquidity continues it’s hard not to notice that macro and managed futures strategies, particularly those focused on natural resources, have been the beneficiaries of the asset flows (check out the hedge fund index numbers: macro has been on fire while all other strategies have been taking lumps). There is massive momentum […]
Mar
21
Weekly Investment & Economic Recap: 3.21.08
March 21, 2008 | Leave a Comment
Attached/linked please find And That’s The Week That Was, the Brounes & Associates market/economic commentary for the week ended March 20, 2008. If there is a harder working man in this country than Ben Bernanke, he should show himself now. While academic/economist types are not typically known for their creativity, the Fed Chair has had […]
Mar
18
Remember when it was an Open Market System?
March 18, 2008 | Leave a Comment
I’m extremely curious; why was JP Morgan/Chase granted the sole privilege of purchasing Bear Stearns for $2 per share. Seems like a lot of this went on behind closed doors and occurred in such a quick manner that other market participants didn’t have a chance in Hades to respond. While I haven’t fully crunched the […]
Mar
18
Weekly Economic & Investment Wrap Up: 3.14.08
March 18, 2008 | Leave a Comment
Attached/linked please find And That’s The Week That Was, the Brounes & Associates market/economic commentary for the week ended March 14, 2008. Ex-Governor Eliot Spitzer’s “incident” brought a little comic relief to what had otherwise been a dark and gloomy time on Wall Street. Of course, even traders and portfolio managers with underwater positions can […]
Mar
9
Weekly Investmtent & Economic Recap: 3.7.08
March 9, 2008 | Leave a Comment
Attached/linked please find And That’s The Week That Was, the Brounes & Associates market/economic commentary for the week ended March 7, 2008. Not a whole heck of a lot to be optimistic about these days. The economy is growing more and more sluggish with each passing day (can you say recession?). Consumers are staying away […]
Mar
3
Weekly Economic & Investment Recap: 2.29.08
March 3, 2008 | Leave a Comment
Attached/linked please find And That’s The Week That Was, the Brounes & Associates market/economic commentary for the week ended February 29, 2008. Unfortunately for investors looking to close out the month with only slight equity index losses, February had an extra day this year and the markets did not take too kindly to the ongoing […]

