Thinking Things Over: Bernanke Casts a Vote for Obama
Thinking Things Over September 16, 2012 Volume II, Number 31: Bernanke Casts a Vote for Obama John L. Chapman, Ph.D. Washington, D.C. “Reason…teaches all Mankind, who would but consult it, that being all equal and independent, no one ought to harm another in his Life, Health, Liberty, or Possessions. [And what best promotes this?] …[A] standing Rule .. read more
Thinking Things Over: Sell Now and Buy Again This Fall, or Don’t Fight the Fed?
Thinking Things Over July 29, 2012 Volume II, Number 30: Sell Now and Buy Again This Fall, or Don’t Fight the Fed? By John L. Chapman, Ph.D. Dallas, Texas Nostalgia is a word in the English language borne of precision: it needs no definition in context because everyone knows immediately what it means. It .. read more
Thinking Things Over: Why Stock Market Prospects are So Poor for the Long Run (But Why You Still Should Own Stocks)
Thinking Things Over July 22, 2012 Volume II, Number 29: Why Stock Market Prospects are So Poor for the Long Run (But Why You Still Should Own Stocks) By John L. Chapman, Ph.D. Canton, Ohio At age 79, Blackstone Capital Advisors’ Vice Chairman Byron Wien is one of the elder statesmen of Wall Street. .. read more
Thinking Things Over: George W. Bush Discovers the Foundations of Prosperity (Finally)
Thinking Things Over July 15, 2012 Volume II, Number 28: George W. Bush Discovers the Foundations of Prosperity (Finally) By John L. Chapman, Ph.D. Washington, D.C. This coming week in Dallas and again in New York, Crown Business Publishing will hold book launch parties for the first book to be published by the George .. read more
Alhambra Research Note: A Weakening Economy Portends a Challenging 2013
By John L. Chapman, Ph.D. Canton, Ohio For many months now, Alhambra Partners Founder and 20+ year investment professional Joe Calhoun has labeled the current investing climate a “secular bear market.” That is precisely correct, alas, but what does it mean for the investor, exactly? In short, that the past is prologue to the near-term .. read more
Thinking Things Over: Who Should Run HP? An IBMer! Who Should Own HP? Henry Kravis
Thinking Things Over July 8, 2012 Volume II, Number 27: Who Should Run HP? An IBMer! Who Should Own HP? Henry Kravis By John L. Chapman, Ph.D. Canton, Ohio Hewlett-Packard shares (HPQ) hit a 52-week low last week, and the firm has lost three-fifths of its market value since hitting a secular high just over 16 months ago. .. read more
Alhambra Research Note: The Infirm Economy Plods On
By John L. Chapman, Ph.D. July 6, 2012 Washington, D.C. The new data on the economy this week suggest continued growth – in the 1.4-2.2% per annum range. Events in Europe will continue to have an outsized effect on investor psychology in the U.S., capping the upside to growth and valuations both. And, 2nd quarter .. read more
Thinking Things Over: It’s a Trader’s World Now
Thinking Things Over July 1, 2012 Volume II, Number 26: It’s a Trader’s World Now By John L. Chapman, Ph.D. Washington, D.C. “[The EU Summit produced] the first signs that collectively they are starting to understand the issue. If you come out of a summit like this and the mood improves, it means .. read more
