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Archive for December, 2011

Cautious Optimism: An End of Year Present

By • Dec 27th, 2011 • Category: Fidelity Investments, Investment Strategy, Personal Investing, The Economic Scene

Let me make my final blog post for 2011 an upbeat assessment of where we might be headed. My optimism stems from a fascinating chart I came across in a financial industry publication (Nick Murray’s Interactive, Jan. 2010). Based on statistics compiled by Intrinsic Research, the chart looks at the stocks that make up the [...]


How Safe are Your Brokerage Accounts?

By • Dec 15th, 2011 • Category: Fidelity Investments, Investment Strategy, Mutual Funds, Personal Investing, The Economic Scene

How does $1.2 billion get misplaced at a brokerage firm? And more importantly, can it happen to your brokerage account? The $1.2 billion figure is the amount that somehow went missing from MF Global, the once little-known firm helmed by former senator, former NJ governor, former Goldman Sachs chief, Jon Corzine. He says he is [...]


Mutual Funds Don’t Need Risky Derivatives

By • Dec 2nd, 2011 • Category: Mutual Funds, The Economic Scene

In this article in Financial Advisor, we learned that a few major mutual fund companies are asking the SEC to back off on its proposal to restrict the use of derivatives in traditional mutual funds. “Any set of mechanical rules cannot take account of the diversity of derivatives and the multiplicity of ways they may [...]