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Global Financial Market Tips, News and Opinion

An investment blog by a professional investor with insights straight from inside Wall Street.

3 Easy Techniques to Predict a Market Bottom

by The Wall Street Geek

Back in 2008 when the sky was falling, clients would call me asking if the market would go to zero. It was a completely legitimate question given the headlines showing drops of 500 points day after day with no end in sight. However, analysts made names for themselves on the street by calling the bottom […]

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3 Myths About Investing in Bonds

by The Wall Street Geek

No one except for PIMCO’s Bill Gross loves bonds. They’re considered by the everyday investor to be the less sexy, dull older sibling to stocks. But while bonds aren’t in the news as much as stocks, bonds and the bond market are surprisingly powerful. President Clinton even had a fit in 1993 about how much […]

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Quantitative Easing Pt. 3: Return of the Jedi (or Revenge of the Sith depending on how you look at it)

by The Wall Street Geek

The summer has barely begun, yet it’s already clear that the US economy will be a hot topic. To stimulate a weakening enterprise, an old standby may be brought out yet again. No, not Billy Crystal. But Quantitative Easing. If Bernanke announces in the June 19-20, 2012 Federal Open Market Committee (FOMC) meeting that another […]

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Retiree Portfolio Checklist

by The Wall Street Geek

I recently completed Q2 2011 performance reviews with my clients. While strategies shouldn’t change drastically from quarter to quarter, it’s important to continuously check in to ensure that investments are still aligned with each client’s overall strategy. It’s synonymous to having an annual physical or a 2x year dental checkup. Reviews are particularly important for […]

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Revisit Your Life Insurance Coverage Before You Retire

by The Wall Street Geek

Given the state of the economy and the threat of Medicare and Social Security cuts, “retirement” has unfortunately become the new dreaded dirty word in households. While plans to cut expenses are being discussed far earlier than retirement in today’s world, the expense-cutting is permanent within the context of a retirement discussion. One area in […]

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Are Venture Capitalists Being Bootstrapped into Oblivion?

by The Wall Street Geek

I would venture to say that many venture capitalists actually enjoy being bootstrapped. But a popular BusinessWeek article discusses the contrary. Today’s startups can build critical infrastructure with less capital than before with the advent of other startup technologies including Twitter and WordPress. And yes, Facebook. In my own personal experience of launching Price Capital, […]

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Have You Gone Global on Twitter Yet?

by The Wall Street Geek

One of the best things about Twitter is being able to connect with individuals in other countries. Yet despite Twitter and other social media platforms connecting us in unprecidented ways, some say the world isn’t getting as small as we would believe. It was natural for localization (as opposed to globalization) to occur when economies […]

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Wealth Transfer Techniques

by The Wall Street Geek

Given how each president more often than not tweaks the country’s tax rules as well of other related policies after entering the White House, it’s a good idea to revisit certain techniques in order to reconfirm their effectiveness in a new policy environment. One set of techniques centers around wealth transfer. A common question that […]

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Summer Reading List

by The Wall Street Geek

J.P. Morgan has been curating a summer reading list for the past two decades.  It’s usually an eclectic mix of business books, books based in countries where their clients may be invested, books about family or business dynasties, or thought-leader books. Expect a list like this from my firm Price Capital.  But until then, let’s […]

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Your Home Fire Safety Financial Checklist

by The Wall Street Geek

Country star Trace Adkins and his family just endured a devastating home fire. What thankfully saved them was having a home fire safety plan. It involved determining a meeting place ahead of time to gather, which lowered the chances that a family member would hide in an unsafe place and become unaccounted for. The same […]

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