Author Archives: David

 

Market Recovery

  • Written by David
  • September 29, 2008 at 6:53 am
  • 0

Today (Monday 9/22/08) I came across three reports from JP Morgan, Goldman Sach and Atlanta Capital Management. Additionally, in the past week I have been on numerous conference calls to include Goldman, Genworth Financial and JP Morgan (among others); the work has been invaluable to me and I wish to share what I have learned [...]

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Comments on Today’s Market Actions

  • Written by David
  • September 15, 2008 at 3:38 pm
  • 0

On Wall Street there are two types of analysis, fundamental and technical. Fundamental analysis studies, well, fundamental issues of a company, or markets, like earnings, management, market share, product acceptance, etc etc. Technical analysis looks ONLY at charts and graphs of securities and market indexes. With that said, technicians (those who study technical analysis) want [...]

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A few Perspectives on the current events on Wall Street

  • Written by David
  • September 15, 2008 at 6:15 am
  • 0

I’ll be looking for balance and perspective on the current affairs of the day regarding Wall Street and posting them here. Financial chaos does not rule out economic recovery (this article contains a good example of debt creation in the past few years) To understand the underlying reason why the enormous deleveraging triggered by the [...]

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Market Views from JP Morgan and Goldman Sachs, a personal visit

  • Written by David
  • September 11, 2008 at 8:51 am
  • 0

Greetings, Earlier this week I had the opportunity to meet in person with indivduals from both JP Morgan and Goldman Sachs. We all are inundated with media work. I also fight that daily. It was refreshing to listen to information coming from the ‘strong hands’ on the Wall Street. Kindly refer to my blog on [...]

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From Weak Hands to Strong Hands

  • Written by David
  • September 10, 2008 at 2:11 pm
  • 0

The very purpose of sharp corrections during major bull markets is to transfer ownership from weak to strong hands, thereby preparing for the next leg up. …. Marketwatch.com As I have discussed in previous blog articles, the market takes on the mirror image of our emotions. That is to say, the market is usually doing [...]

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Beware the Hidden Costs of Cash; When to Go Against Your Gut

  • Written by David
  • September 10, 2008 at 1:32 pm
  • 1

Beware the Hidden Costs of Cash The way the market’s been going, you may be tempted to sell your investments, put the cash in a savings account or CD, and wait on the sidelines for better days. Perhaps you already have. Below we give one big reason why this is likely a mistake. But consider [...]

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Who is managing your company’s 401k plan, professionals or amateurs?

  • Written by David
  • September 2, 2008 at 2:17 pm
  • 1

Should employees manage their own 401k? Traditional ‘do-it-yourself’ 401(k) investing by employees has been in existence since the early 1980′s when congress allowed such plans. Over the past two plus decades employees have been left to make their own investment decisions inside 401k plans. Has this worked successfully for the employee? No. Why do we [...]

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‘This Is Your Captain Speaking: Please Remain Invested’

  • Written by David
  • September 2, 2008 at 7:56 am
  • 0

(I came across this article late last week and found the metphor interesting-dave g) When skies are blue, you hardly give a thought to who is flying the plane. But during rough weather, the captain’s strength, expertise, and calm are vital. In today’s choppy markets, investors need you more than ever to set limits and [...]

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Time-Tested Approach to Investing

  • Written by David
  • August 18, 2008 at 9:00 am
  • 0

While reading last week’s Schwab Market Perspective, Stocks Climb Wall of Worry, I found the information below at the end of their weekly market discussion. I cannot reinforce ENOUGH, that pesky DALBAR study. Market returns over the decades in the 10% to 12% range, while the ‘average’ mutual fund investor return was around 3% to [...]

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Forward Thinking? The Financial Services Sector

  • Written by David
  • August 15, 2008 at 7:34 am
  • 0

For the past year now, the financial services sector has garnered as much, if not more headlines as rising energy prices. The Financial Services Sector as measured by Morningstar’s data base is down -24.90% (YTD as of August 15, 2008). Recently I found the public website for Tom Brown, a well regarded analyst on banking. [...]

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