Archive for December, 2010

Dubious Lessons from a Ponzi Victim

By • Dec 17th, 2010 • Category: Mutual Funds, Personal Investing, The Economic Scene

Although Michael Kubin is a financial writer, his op-ed piece in the NY Times of Dec. 11, 2010, “The Ponzi Scheme That Changed My Life,” was not standard dispassionate reporting. He was, you see, a victim of Bernard Madoff’s far-flung crimes.  He described the searing pain of his loss, and he concluded with steps he […]

Fiduciary: Answering to a Higher Standard

By • Dec 8th, 2010 • Category: Mutual Funds, Personal Investing, Revenue Sharing, The Economic Scene

As long-time clients know, I’m not a big fan of stock brokers. But even I was surprised by a sub-head for a Wall Street Journal article that ran on 12/6/10. It read, “Right now, securities firms don’t have to put investors’ interests first.  New regulations may change that – and Wall Street isn’t happy.” Not […]

A Market Technician Gives a Partly Sunny Forecast

By • Dec 1st, 2010 • Category: Mutual Funds, Personal Investing, The Economic Scene

Last week our Vice President here at Weber Asset Management attended a Financial Advisor Symposium in Orlando. The lead-off speaker was Ned Davis, whose institutional research firm Ned Davis Research has a long and respected record of sizing up stock market trends using objective data points. As befits a market technician, his speech was illustrated […]