Readers & Thinkers: Say It Isn’t So!

Dear All, Looks like after all that fuss over the bill, it didn’t do much for our financial markets. In my last email on September 19, 2008, I said the best thing you could do is get your kids a short in consumer stocks for Christmas and so far had you short something like XLY (an ETF you can short, but actually is long the consumer retail stocks), you would have made 17% through today. How has...
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Who will be the next President and how can you benefit?

In the next couple of months, the United States will either elect Barrack Obama or Mitt Romney as the President of the United States for the next four years.  Although markets tend to be highly efficient and market prices attempt to anticipate events in advance, the resolution of the uncertainty will ultimately lead to some stocks performing better than others.  For example, when President Bush...
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Remembering 9/11

Good day to all of you.  Today marks the 11th anniversary of the terrorist attacks on the World Trade Center.  I still remember standing on the 104th floor of 1 World Trade Center looking out the window when I visited my brother, Wolfgang, who was an employee at Cantor Fitzgerald.  My brother worked on their emerging markets trading desk.  One of my brother’s great friends at the firm was...
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Rigoletto…so much known so long ago…

I went to the beautiful San Francisco Opera house this weekend to see the amazing performance of Rigoletto.  For those who live in SF, I strongly recommend you go enjoy a story of revenge, of love, and of the nature of men and women.  For those wish to see it for free, it will be shown at Giants stadium on September 15, 2012 via simulcast (www.sfopera.com/simulcast). La donna è mobile Qual piuma...
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Readers & Thinkers: 228 Wasted Resources

Dear All- On Monday, I was shocked and appalled by the House rejection of a bill to support America’s financial system. These people do virtually nothing all year round and the one time they have to do something useful, they blow it. Here are the names of 228 people that you should consider not reelecting...
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