InvestingByNumbers, LLC

08/01/2011

Here is the latest post on my website. It explains the relationship between our national debt and our fiscal gap and why the recent debt deal isn't enough.

Although most of the recent media coverage has focused on the $14.3 trillion of national debt, the real issue is a measure known as the fiscal gap. The fiscal gap you ask? What is it and why is it so important?

07/05/2011

This is one of the best articles I’ve come across addressing the challenges faced by investment professional in dealing with today’s political risks. It seems not being equipped to understand political risks, both here and abroad, should introduce higher pricing model uncertainty and, therefore, lead to increased market volatility – which is exactly where we are today.

July/August 2011 CFA Magazine

07/01/2011

Sheila Bair told a Senate hearing on Thursday (6/30) lawmakers could harm the financial system by failing to give regulators the money and power to put the Dodd-Frank Act into effect.

U.S. lawmakers could harm the financial system if they fail to give regulators money and power to implement the Dodd-Frank Act, Federal Deposit Insurance Corp. Chairman Sheila Bair said in testimony for a Senate hearing.

07/01/2011

As we saw with Sarbanes-Oxley in 2002 in reaction to Enron, WorldCom, Tyco et. al.,the response to the 2008 financial crisis is Dodd- Frank. As with Sarbanes-Oxley, one thing is for certain – significant resources on both the public and private sector will need to be devoted comply with the new regulations. The world-wind focus on recordkeeping due to SOX is likely to be matched by a similar world-wind in “risk man

US regulators are warning banks to protect their risk-management staff and systems from any planned cost cuts as Wall Street grapples with a challenging year of meagre results. A slowdown in trading activity, falling asset prices, an uncertain

06/30/2011

This is a good article describing the explosive growth of exchange-traded funds (ETFs) (accounting for almost $1.5 trillion of assets as of May 2011) and why certain varieties have become a matter for concern among financial regulators. If you own or are thinking about owning ETFs, this article is a worth a read.

06/22/2011

What do the recent events in Greece have to do with you? If you have money invested in a money market fund (MMF), the answer may surprise you. According to a recent report by Fitch[1], MMF exposure to European banks on represents 50% of the total assets of the 10 largest prime MMFs as of May 31,

06/06/2011

Thank you to everyone who helped put this page "over the top"....now it has its own unique web address....www.facebook.com/InvestingByNumbers

06/03/2011

InvestingByNumbers’ HealthCheck provides a comprehensive assessment of your existing investment program. HealthCheck features a summary report showing overall compliance with industry best practices and is the foundation of a sound investment program.