Risk and Return

via businessreport.com
Emma James of the Baton Rouge Business Report interviews myself, Mike Patton of Integrity Wealth Management (a pretty good egg from what I know of him) and Professor Kelley Pace of LSU on the subject of Real Estate Investment Trusts (REIT’s.) I think she does a pretty good job on what is [...]

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Barry Ritholtz jumps on one of my pet peeves, the whole “gobs of money on the sidelines” scam (silliness, nonsense or delusion work also) which constantly crops up in financial commentary.
Folks, don’t fall for it. The stock market may rise or fall in coming months but “money on the sidelines” will not have anything to [...]

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Our government is now on the hook for trillions in mortgage loans, and traders are making money selling them more debt. The problem is that the bailout just may be suffering losses that are leaving our government scrambling to shuffle the pea from cup to cup. From Heidi Moore:
Look deeper, however, and the government isn’t [...]

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From the New York Times: U.S. Job Seekers Exceed Openings by Record Ratio
Hat tip: The Big Picture

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American Public Media’s Paddy Hirsch does a good job of breaking down the deflation and inflation risks we are facing. I think he ends up discussing the likely outcome. Deflation, or at least very low inflation, for the next 2-3 years followed by accelerating inflationary pressures for the next 5-7 years.

Inflation from Marketplace on Vimeo.

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The problem ultimately from an economic point of view is the mountain of debt. Short term it may be argued, and I say that with caution, that keeping debt from falling is what we needed to do to give us time to work it down in an orderly manner.
However, working that mountain of debt down [...]

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Stephen Roach, chairman of Morgan Stanley Asia, lets CNBC know something many seem to be missing, the financial crisis is not over.

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Goes to Credit Suisse:
The bank will use leveraged loans and commercial mortgage- backed debt, some of the securities blamed for generating the worst financial crisis since the Great Depression, to fund executive compensation packages, people familiar with the matter said. The new policy applies only to managing directors and directors, the two most senior ranks [...]

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HT: James Dailey
Thanks for visiting Risk and Return. Please feel free to contact us with any questions and/or comments. Please note our disclaimer.

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I have been busy getting prepared for our yearly investment conference, which we completed last week, and now the implementation phase, but I will try and get back to posting more regularly over the next few days. Please keep checking in. As all the work preparing for, and acting on, our new asset allocation for [...]

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The real trouble with this world of ours is not that it is an unreasonable world, nor even that it is a reasonable one. The commonest kind of trouble is that it is nearly reasonable, but not quite. Life is not an illogicality; yet it is a trap for logicians. It looks just a little [...]

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In the annals of excruciating misery during wartime, few events can compare with what befell Napoleon’s troops during his campaign in Russia. From Strange Maps we see the suffering and tragedy in graphic statistical form. (click image to enlarge)

“The best statistical graphic ever drawn“, is how statistician Edward Tufte described this chart in his [...]

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Tyler Cowen wants to know:
Eli Lehrer informs me that Tide has a high market share even though it is more expensive than most other brands. This source says the market share of Tide is about forty-four percent, with the sum total of all Proctor and Gamble products (Gain and Cheer are two others) accounting [...]

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John Ellis thinks it might:
The company that has the most to gain from buying the New York Times is Google. If it proffered a Murdoch-like, no-auction bid of $4 billion, wouldn’t the Sulzberger family have to accept it? Every single class B shareholder would accept the offer. It’s their only exit. It is also likely [...]

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Thanks for stopping by Risk and Return. For a little background on myself, and my investing perspective, please visit the About page. We’ll start off today with some videos and a little economics humor and one of my favorite short video’s on our changing world, “Shift Happens.” Enjoy!
Thanks for visiting Risk and Return. Please feel [...]

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glumbert – Shift Happens
Thanks for visiting Risk and Return. Please feel free to contact us with any questions and/or comments. Please note our disclaimer.

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Via Professor Greg Mankiw:
Suppose that every day, ten men go out for beer and the bill for all ten comes to $100. If they paid their bill the way we pay our taxes, it would go something like this:
The first four men (the poorest) would pay nothing.
The fifth would pay $1.
The sixth would pay $3.
The [...]

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