January 24, 2012
Iron Capital Insights
2011 Year-End Review
Submitted by frost on Tue, 01/03/2012 - 14:31January 3, 2012
How to describe 2011? Many famous quotes come to mind. First, Charles Dickens, with, “It was the best of times, it was the worst of times.” Also the Grateful Dead, with, “What a Long Strange Trip It’s Been.” I think they both work. The only thing I am certain about regarding 2011 is that I – and I suspect many others – am glad it is over.
Market Volatility? Same Old, Same Old
Submitted by frost on Thu, 12/15/2011 - 10:02December 15, 2011
Some of you may be wondering why we have not pontificated on all the market movement of late. But the more things change, the more they stay the same: Since we last communicated, markets rallied strongly and are once again retreating.
Count Your Blessings
Submitted by frost on Wed, 11/23/2011 - 10:12November 23, 2011
“Perception is greater than reality.” I hate that saying - I’m a reality guy. I once tried to start a counter movement to political correctness called “actual correctness,” but I didn’t get very far. It seems people actually are not that interested in what is actually correct. People are interested in having what they want to believe being affirmed.
The 11th Hour, of the 11th Day, of the 11th Month
Submitted by frost on Thu, 11/10/2011 - 22:40November 11, 2011
See No Evil, Hear No Evil, Speak No Evil
Submitted by frost on Mon, 10/24/2011 - 15:32October 24, 2011
What happened to the European debt crisis that caused so much market turmoil in August and September? What happened to the slow U.S. economy and mountain of government debt that caused the U.S. credit rating to be downgraded by Standard and Poor’s?
A Hidden Menace
Submitted by frost on Wed, 09/21/2011 - 16:10September 21, 2011
John Maynard Keynes is known by most as a famous economist whose creative ideas on smoothing out the rough edges of the business cycle have proven repeatedly not to work. However, during his life he was also a money manager and one of the greatest of all time. His ideas on investing have influenced many, and some would argue that he invented the concept of the hedge fund. I tell you this because regardless of your thoughts about his economic ideas, I believe his thoughts regarding the market are worthwhile.
The Truth, the Whole Truth, and Nothing but the Truth
Submitted by frost on Wed, 09/07/2011 - 06:51September 7, 2011
This Isn’t Over Yet
Submitted by frost on Fri, 08/26/2011 - 07:09August 26, 2011
Volatility is back in a big way. Since the downgrade of U.S. debt by S&P, the equity markets have been swinging wildly. There is a sense over the last few days that we have finally gotten past all of this as positive momentum has taken over, but I’m not so sure.
