The roller coaster that is Yahoo (YHOO) has made an abrupt change of course bringing on Marissa Mayer from Google as its Chief Executive Officer.  Mayer is very young (37) and she has a great background having been very successful in many of Google’s most important businesses.  It is very important that Yahoo get’s this...Read More

Warren Buffett is growing more and more confident in the investment team that he has assembled, as shown by his decision to increase the allocation of funds to $4 billion each for Todd Combs and Ted Weschler.  I believe Buffett is absolutely sincere in his praise for these managers, and I believe that by publicly...Read More

The disgraceful fall of PFG continues to fully evolve as CEO Russell Wassendorf signed a statement linking his suicide attempt to a fraud that he perpetrating stretching back twenty years.  Where was the CFTC or NFA in regulating this monstrosity, and why would anyone trust commodity futures without some form of SIPC insurance moving forward?...Read More

http://seekingalpha.com/article/720181-wells-fargo-update-on-underpriced-growth-and-total-return-potential?source=email_rt_article_title&ifp=0 INVESTING IN THE FINANCIAL MARKETS INVOLVES RISKS. OPTIONS ARE NOT SUITABLE FOR ALL INVESTORS.Read More

One of my favorite investors Bruce Berkowitz of Fairholme Funds posted a new slide show today.  He correctly identifies the difference between volatility and risk as defined by a permanent loss of capital.  In this market anything with the perception of risk is being punished quite viciously as the macroeconomic situation is trumping individual stock...Read More

I found this excellent article on valuing Facebook (FB).  The author Henry Blodget makes a lot of good points at why Apple (AAPL) and Google (GOOG) offer much more attractive opportunities due to their cheaper valuations, and explosive growth prospects.  Enjoy the article: http://www.businessinsider.com/what-is-facebook-worth-2012-5 INVESTING IN THE FINANCIAL MARKETS INVOLVES RISKS. OPTIONS ARE NOT SUITABLE...Read More

There is some big news today as Bill Ackman appears to be getting involved in Procter & Gamble (PG).  At T&T Capital Management we have recently been getting more involved in PG as well as the stock is very cheap at about 13 times earnings with a dividend near 4%.  The company has made some...Read More

http://seekingalpha.com/article/714831-google-buy-and-hold-as-seeds-begin-to-sprout INVESTING IN THE FINANCIAL MARKETS INVOLVES RISKS. OPTIONS ARE NOT SUITABLE FOR ALL INVESTORS.Read More

Despite cities such as Stockton making headline news for refusing to honor its debt obligations, the number of defaulted municipal issuers is actually down by 32% from the first half of 2011.  The total dollar amount of defaulted muni bonds is down to $800 million from $1 billion over the same time period last year....Read More

This is an excellent article by Bill Ngyren where he discusses the absurdity of bonds being considered as “low risk” at current prices, and high current dividend paying stocks inflated valuations.  I think that the points he makes really provide sound insight that should be thoroughly assessed when making asset allocation decisions in the current...Read More