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Citicorp: Risk managers?

Tuesday, November 6th, 2007

If I were a Citigroup shareholder or a Citigroup employee (hopefully you know who you are), I would find this an unsettling exchange: (From the Citigroup Business Update Call on November 5, 2007 via Seeking Alpha) Guy Moszkowski – Merrill Lynch …Maybe you can comment for us as a follow up on the dependence or […]

A commodity price graph

Monday, November 5th, 2007

This caught our eye… a chart showing relative prices of commodities NOT including food and energy products.  Not sure what our conclusions are but we are paying attention. Graphic source: Jim Stack of Investech via

Recommended financial books

Sunday, October 21st, 2007

We read, a lot. Here are a few books we’ve found particularly helpful: The First National Bank of Dad, David Owen The best book we’ve seen on kids and money. It is the ultimate guide to allowances and teaching your kids to make good decisions about spending and saving. Authored by a staff writer for […]


Sunday, October 14th, 2007

I’ve spent the last few days on the couch, felled by some nasty virus my children brought back from their first week of school. The week has not been a total write off . I’ve had plenty of time to plow through the financial statements of companies at ground zero of the current financial crisis. […]

Masco: Reckless endangerment

Wednesday, September 26th, 2007

Disclaimer: We are not single stock pickers, we generally do not use single stocks in our client portfolios and we base virtually all comments on a company’s SEC filings, information on Yahoo! Finance and information available on the company’s website. We are not offering buy or sell recommendations and you should not interpret any article […]

Private equity vs. public equity

Sunday, September 23rd, 2007

The New York Times has an article this weekend about Hertz’s makeover by private equity and goes through some advantages private equity firms may have over public owners in improving operating earnings of companies. Private equity firms may be able to foist a lot of change on a company in a short period of time, […]

There’s correlation and then there’s correlation

Saturday, September 22nd, 2007

Well, it is Saturday night and another exciting evening reading my Journal of Financial Planning.  This month there is an article about the correlations between different asset classes, an important topic in portfolio management. The article is talking about how it is important not just to look at the average correlation but look at how […]

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