December 2012

Market Recon: 12/20/2012

Stephen J. Guilfoyle “Sarge”, is the U.S. Economist at Meridian Equity Partners since 2007. Stephen joined Meridian after a long career at Credit Suisse. Stephen has worked on the trading floor of the NYSE continuously since July 1987 and actively serves as a Sergeant in the National Guard. *** Good Morning, Finally, a good old…

Investment Fads and Themes by Year, 1996-2012

Another year in the books and I’ve updated my Investing Fads and Themes by Year guide accordingly.  It begins with 1996 because that was my first summer working on The Street and my earliest exposure to the market. So what was 2012 about? Well, there four major themes this year for investors. First and foremost,…

Style Agnosticism

Because while I love nothing more than to borrow the most helpful and prescient aspects of all the major securities analysis religions, the one thing I’ll never do is join one.

Manufacturing the Next Crisis

Well, it appears that after five weeks, lots of press conference theatrics and a carton of Newport Lights, Obama and Boehner may be ready to make a deal. Which is fantastic – unless of course you’re the Chief Page View Officer at the web property of a mainstream media organization or a ratings-obsessed cable news…