That Greece is broke is old news. Broke companies end up in receivership, meaning that a representative of the creditors is put in charge. The company can't cut checks without the...
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Perspectives: The Ross Asset Weblog
By Brendan Ross+
Greece to Become a German Colony?
By Brendan Ross on Jan 31, 2012
Communist America vs Capitalist America
By Brendan Ross on Jan 23, 2012
There are two Americas. One is based on fierce competition, and one is based on father knowing best. Both Americas are large employers, but in only one America do bad decisions punish...
Link: The Year of the Dragon
By Brendan Ross on Jan 23, 2012
The Year of The Dragon starts today. The Dragon has [sic] "head of an ox or donkey, eyes of a shrimp, horns of a deer, body of a serpent covered with fish scales, and a feet of a phoenix...
Link: Retiree Imbalance Underlies Kodak Bankruptcy Filing
By Brendan Ross on Jan 20, 2012
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Link: Hoisington Insight
By Brendan Ross on Jan 17, 2012
I read Hoisington every quarter. They are institutional US Treasury bond traders, so they tend to be very conservative on equities. Like anything you read, you have to appreciate the...
Link: GOP Split Over Attacks on Private Equity
By Brendan Ross on Jan 12, 2012
"I support capitalism, but if somebody does anything that's kind of questionable, then we have the right to ask all the questions," said Jean Hampton, vice chairman of Carolina Patriots...
Link: Germany Sells Bills With Negative Yield
By Brendan Ross on Jan 9, 2012
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Link: IMF World Economic Outlook – Slowing Growth, Rising Risks
By Brendan Ross on Jan 6, 2012
From the IMF: "The global economy is in a dangerous new phase. Global activity has weakened and become more uneven, confidence has fallen sharply recently, and downside risks are growing...
Link: Federal Reserve – Low Equity Returns Expected
By Brendan Ross on Jan 5, 2012
A new Federal Reserve paper highlights the painful truth: Real, inflation-adjusted, annual equity returns are not 7% as many people model, but 4-5.5%, and these annual returns have...
Understanding Alternative Investments: Framework and Example
By Brendan Ross on Nov 2, 2011
The world's economy is going to be pretty rough for the next long while, and companies are not going to be worth twice as much in 10 years, which would be a 7% return. Dividend returns...

