Month: October 2008

Audio: Dvorak/Horowitz Unplugged #5

Here is the fifth conversation I had with John C. Dvorak. This was recorded immediately after the second McCain-Obama debate. A good discussion on the 500 point drop. new insights for anyone who invests in anything. What to do? This chat is not produced and presented as-is for anyone who...

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Links and Reading for October 8th

A few of the more important reading items and links for October 8th :

Europe banks need to adjust their portfolios – "The six largest British banks have 54 billion pounds ($95 billion) of debt to refinance by April, triple the amount of the year-ago period, according to data compiled by...

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Muni Money Markets at 5.25%+

Take a look at these tables ripped right from the pages of Schwab Institutional. Amazing ? Mistake ?

With “normal” taxable money markets are yielding less than 1%:

Look at the raw tax-free muni money market rates now….

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Strategy Lab: My Stock Picks in this Mess

In my 20-plus years of professionally investing money, I have never seen such a difficult market. Even 2000-2002 seemed to make more sense than this; there was a clear demarcation that saw a bubble quickly burst, rather than today when we have a slow bleed that eventually pops.

Though I have...

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