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    1. Hotel REITs boosted at Cowen and MLV


      Thu, 10 Jul 2014

      those who will raise guidance as well. Their favorites are those with the fastest internal growth - DiamondRock Hospitality ( DRH -0.1% ), Host Hotels ( HST +0.9% ), Strategic Hotels ( BEE +0.8% ), and RLJ Lodging ( RLJ ) - along with those

    2. Timothy Geithner's "Stress Test"


      Sun, 29 Jun 2014

      effect a giant run on the world's banks even though that meant, in a sense, rewarding the people who set the fire. I hope some of the rest of you have read this book or will read it. I'm amazed that this is the first post on the topic. DrH

    3. FutureAdvisor: On line portfolio advice


      Fri, 27 Jun 2014

      into TIPS--presumably getting the $s by selling my good OEFs (and "saving money") in the process. This sort of service seems to be a new phenomenon. Has anyone else run into it? This firm has good ratings from the usual suspects. DrH

    4. Robert Shiller on Coursera


      Mon, 17 Feb 2014

      want. This is the second time this material has been presented as an online course--my sense is that Yale and Coursera between them have polished the material and the program will be interesting. Hank Greenberg is this weeks guest speaker. DrH

    5. Chapter 2 of default rates and credit spreads ; how to monitor HY


      Sat, 18 Jan 2014

      include some of the big ones like consumer sentiment? Housing starts? What about the Index of Leading Economic Indicators (LEI)? All suggestions welcome; what do the rest of you plan to do about your bond funds with lower credit rastings? DrH

    6. Is liquidity our next problem? (Capecod and others)


      Sun, 10 Nov 2013

      fast. So should we worry? Is this the next crisis? Or is the evolution from traders shouting at each other over the phone to computers just making deals an inevitable, and beneficial development? Let's hear it for bond traders, Dick! DrH

    7. Medicaid compliant annuities from FIDO?


      Wed, 23 Oct 2013

      purchase as her sole investment choice (!) and even raised questions of fraud with her. Obviously, she can buy through the salesman and may have to but I hope there might be some way get Fidelity to deal with the issue. Suggestions welcome. DrH

    8. Another look at duration effects


      Fri, 20 Sep 2013

      a relatively long duration? I have some, not all, answers but am really interested in what others think. IMHO an exclusive focus on duration seems to be a mistake. Note: I have deliberately not included foreign funds or floating funds. DrH

    9. Bond chat Sept


      Fri, 6 Sep 2013

      Robert Kessler on Wealthtrack today. He's a very pro-bond investment advisor. Their website seems to be down so I can't make a link but the interview will be available for a while on line. What are you reading that's interesting? DrH

    10. A little fun for the end of the month


      Wed, 28 Aug 2013

      Here's a link to a rant about the Nasdaq halt. DrH

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