When hedge funds want to communicate their views in Washington, they turn to the Managed Funds Association (MFA), “the voice of the global alternative investment community.”  With about $1.9 trillion in assets, this industry no doubt expects the highest standards in advocating its interests.  That’s why it was particularly noteworthy to me as the...
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Now with every passing day that the United States fails to raise its debt ceiling, the likelihood of an eventual downgrade of the U.S. Government’s sovereign credit rating from Triple-A status goes up.  Even if the ceiling is raised – still a seemingly likely outcome – the fact that country proved unable to resolve...
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To better reach readers interested in the content this site offers, I recently submitted Thoughtsworththinking.net for review by JoeAnt.com, one of the most established web site directories on the Internet.  I am pleased to announce that JoeAnt.com has given Thoughtsworththinking.net its two-star “Worth the Trip” rating, reserved for web pages that offer a “Quality...
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Now that the second half of 2011 has begun, investors are asking what sectors to look at.  Here’s a case for looking for looking at two of them:  gold miners and U.S. auto manufacturers. Gold miners Gold has done well so far this year, beginning 2011 at $1424.20 an ounce and now topping $1600,...
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Today, Moody’s Investors Services (MCO) placed the U.S. Government’s bond rating on review for a possible downgrade, substantially increasing the possibility that one of the major credit rating agencies would downgrade the United States’ credit outlook or credit rating, as I warned here on Thoughtsworththinking.net in December 2010.  Neither action has occurred yet, so...
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Early hopes of quick returns from General Motors’ (GM) November IPO have been dashed, other than for those who already sold at the right time. The post-bankruptcy shares debuted in November at $33, peaked at $39.48 on January 6, and are at $31.58 as of the July 8 closing. So are the shares, with...
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As Congress and the Obama administration continue their excruciating negotiations for an agreement to raise the federal government’s debt limit, marching closer to the prospect of default if the ceiling is not raised by August 2, it’s natural to ask whether partisan wrangling makes our government just too slow to make key decisions that...
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