Author: Michael Kahn

Never before have I seen so many polar opposite forecasts as I am seeing now. I agree with people with whom I never agree (or respect, in some cases) and I disagree with people with whom I usually agree (and respect a lot). But...

Just found this note I wrote to myself on the plane ride back from the Insite Advisor Conference in Ft’ Lauderdale three weeks ago.Michael Lewis, the Liar’s Poker guy, spoke at the conference and his presentation was...

Bloomberg reported a few weeks ago that Northwestern Mutual bought gold for the first time in its 152-year history as a hedge against asset declines. Click here for the full story.A colleague passed along the thoughts of John...

First the tidbits- Fitch downgrades the State of California- Pipelines attacked in Nigeria- Helicopter Ben gets defensive over his role in BofA/Merrill (too defensive?)- from a chat room, posted by Isam Laroui, CMTThere’s...

Here is a link to a March 20, 2008 post in this blog:http://quicktakespro.blogspot.com/2009/03/bottoms-up.htmlEssentially, I laid out a framework for the next year or two and how I saw two cycles of rally and decline before the...

Really, what do you expect the Fed to do? Drop rates to .0001%? Raise rates even a smidge? When the Fed is caught between a rock and the floor (get it? floor= zero. Ugh. What do you want? It’s been raining for four...

Financial Advisor Magazine interview with advisor Chris Davis:”The hardest thing is that every day the market tells you you’re an idiot.””My grandfather used to say that you make most of your money in...

Let’s see, I just connected with the girl who chased me down on Sadie Hawkins day at sleepaway camp – in 1971.I connected with one of my neighbors who is married to a guy from my class in college with whom I just...

There is a discussion on LinkedIn about financial advisors and their clients, as follows:Are they more optimistic about their investments than a few months ago? Feel worse off? Feel the same?There were plenty of thoughts posted...

When I did my column this morning, hospital, nursing and home services stocks were in the pooper. My editor rightly wanted to make mention to Pres Obama’s speech on cutting costs since it was germane to the...