Blog: Confessions Of A Money Manager

Confessions of a Money Manager: GM almost profitable? Somewhere, pigs are flying

Give me a break!

Nov 20, 2009 | 4:00 pm | Loading…

Confessions of a Money Manager: Profiting on China’s booming growth

Not since the Korean War when Gen. Douglas MacArthur arrogantly ignored the massive Chinese troop build-up north of the Yalu River have we underestimated the Chinese and their ability to exploit our naiveté.

Nov 13, 2009 | 3:50 pm | Loading…

Confessions of a Money Manager: Dollar expectations may cause market correction

The news that third quarter Gross Domestic Product rose an annualized 3.5 percent and sparked a rally in the market should come as no surprise.

Oct 29, 2009 | 1:35 pm | Loading…

Confessions of a Money Manager: Economist questions “straight-edge” forecast

Could it be that the consensus forecast of a gradual economic recovery is wrong? Is it possible that there's a sharper upturn on the horizon? More bluntly, is the fraternity of economic forecasters wrong? Again?

Oct 23, 2009 | 4:50 pm | Loading…

Confessions of a Money Manager: No reform is better than bad reform

Virtually every financial reform is an updated version of a previous reform and, likewise, that previous reform updates another reform. Do they work?

Oct 16, 2009 | 4:55 pm | Loading…

Confessions of a Money Manager: Happy market crash anniversary!

It's been a particularly tough year for all of us. So what have we learned during these past 12 months?

Oct 09, 2009 | 2:45 pm | Loading…

Confessions of a Money Manager: Talk it over before converting to a Roth IRA

On Jan. 1, new IRS rules on converting traditional IRAs to Roth IRAs will take effect, and while a great deal has been written, the formulaic advice being provided ignores many of the subtle questions that should be answered before one makes the switch.

Oct 02, 2009 | 3:10 pm | Loading…

Confessions of a Money Manager: We need a day to celebrate the entrepreneur

Hallelujah to the entrepreneurs. They provide the new ideas, the jobs, the money to pay taxes, and they keep big businesses from getting complacent.

Sep 25, 2009 | 12:45 pm | Loading…

Confessions of a Money Manager: Coming down the road - another asset bubble!

"Is this guy crazy?" Those were my first thoughts when I read the invitation to attend the State of Wisconsin Investment Board's annual reception to hear Francois Trahan's presentation: "Laying the Foundation of the Next Asset Bubble" at the Monona Terrace convention center on Tuesday.

Sep 11, 2009 | 4:35 pm | Loading…

Confessions of a Money Manager: Our bronze economy and double-dip recessions

Last week, world stock markets collapsed because major retailers reported weak sales and consumer confidence slipped.

Aug 24, 2009 | 1:30 pm | Loading…

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