Archive | November, 2013

Book Review: Code Red

This is a tough book to review.  It is correct in analysis of what went wrong, but overpromises in what its main goal is — protecting assets before the next financial crisis. Let me take a step back, and describe the structure of the book.  A major goal of neoclassical macroeconomics is to try to […]

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Refund Advances

I hope everyone had a great Thanksgiving and are rested up for the holiday season. I'm still in rehab from the broken hip and have been watching more TV than I usually do. As a result, I've seen several ads for tax refund advances. Yes, tax refunds already! The tax refund advances began a few […]

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Sorted Weekly Tweets

Companies & Industries Ackman Makes Big Bet on Fannie, Freddie http://t.co/PdkKSwbUUq Depends on whether the government will sell it off cheaply if at all $$ Nov 16, 2013 Maersk CEO Says Balancing Supply of Ships to Demand Is Years Off http://t.co/OVUJsS0gpO Will take 2+ years 4 the shipping mkt 2 normalize $$ Nov 16, 2013 […]

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The New January 21st

For the second year, the IRS had delayed the start of the tax season. Processing for 2013 tax returns should begin on Febuary 4th due to the government shut down in October. The IRS has been working to add processing safeguards against refund fraud and Idenity theft. Unfortunately, the shutdown took their debugging time and […]

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The Battle of the Budget

The Battle of the Budget: Upcoming Fiscal Battles 2013-2014 It seems that the markets and the public have very short memories, with the budget and debt ceiling debacle behind us, having been effectively kicked down the road to January.  However, we have the makings of a Greek three-act drama (the allusion to Greece is intentional, […]

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Book Review: The Manual of Ideas

I’m a value investor, and one that is not doctrinaire about a narrow set of principles.  Yes, I like my eight rules, but they are broad principles that admit a lot of flexibility. The Manual of Ideas introduces readers to a wide number of ways to source investing ideas that may offer value.  There are […]

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Succession Planning & Partner Retirement – Is Your Firm Ready?

Here’s some information from the Ohio Chapter of AAA: Gary Adamson of Adamson Advisory will be speaking on Succession Planning & Partner Retirement at the November meeting of the Ohio Chapter of The Association For Accounting Administration on November 21, 2013 at the offices of the Ohio Society of CPAs. His presentation explores the ticking time […]

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