Posted by Jeflin on January 1, 2009
I wish all readers of Jeflin’s Investment Blog a Happy New Year in 2009.
The past year has been sobering for taxpayers, retail investors and fund managers, what with severe declines in housing, mortgages, banking, stock markets, commodities, retail, automotive, shipping industry, etc. The extreme volatility in 2008 may be over but more of the same challenges await us.
Personally, I have made a new year’s resolution to be a more careful reader of financial reports, and by that, I mean reading with an inquisitive mind. Of course, if a management wants to get creative with their financial statements and the auditors are in a collusive mood (remember, the person who pays the piper calls the tune), our money is fair game for the predators.
Read the full article here.
Posted in Banking, Business, Economy, Properties, Stocks, bonds, deflation | Tagged: banks, Business, deflation, Economy, gold, Oil, Stocks | Leave a Comment »
Posted by Jeflin on December 11, 2008
This fancy for Treasury bills is no longer a flight to quality. It is an exodus away from all asset classes, followed by a musical chairs version of quality.
If investors were to regain their risk appetite and start buying riskier assets in the U.S. such as stocks, corporate bonds, and real estate, then the effect (decline in face value and the US dollar) could be spectacular.
Read the full article here.
Posted in Currency, Stocks, bonds | Tagged: bonds, Currency, investors, stock market, Stocks, Treasury, Treasury bills, Treasury bubble | 1 Comment »
Posted by Jeflin on July 16, 2008
Previously, I mentioned about the mix of capitalization in a corporation. This brings us to the important question of how bonds affects stockholders.
In a nutshell, bonds and debentures (unsecured bonds) are debts or rather, contractual obligations.
Read the full article at http://jeflin.net
Posted in Oil, Stocks, bonds | Tagged: bonds, capitalization ratios, debentures, dividends, interest rates, mix of capitalization, profits, stockholders, Stocks | Leave a Comment »
