Full Disclosure Finance

An unscripted look into our investing journey

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Entries Tagged as 'Market Commentary'

A US/Canada Comparison of Real Estate Fundamentals and Price Behaviour

April 6th, 2008 · 5 Comments

By Justin
Over the past 8-10 months every magazine and television channel has been discussing the fact that US Real Estate prices are tanking. This trend is well covered in the macro sense but up in the Great White North we get few specifics.
I wanted to do a little comparison between 2 areas that I […]

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Tags: Market Commentary · Real Estate

Dangerous Thinking

April 1st, 2008 · No Comments

By Andrew,
In a recent post I commented on the Visa (V) IPO and how I thought you should play it. The post was also published on Seeking Alpha, which is a financial site that publishes stock related posts from various blog sites and individual contributors. On the Seeking Alpha post a number of readers have left comments […]

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Tags: Market Commentary · Stocks

Rules for Investing in a Hostile Market Environment

February 12th, 2008 · No Comments

By Andrew
Well its been a tough start to 2008 for investors to say the least. The markets put in their worst January in 17 years and volatility has been king. We had a sharp rally in the major indices over the past few weeks only to have them snap back 4% in two days at the beginning of last […]

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Tags: Market Commentary · Stocks

Options Backwardation

January 8th, 2008 · No Comments

By Andrew
Watching CNBC’s Fast Money last week one of the analysts discussed an interesting trade for January based on the theory of Options Backwardation. Backwardation occurs when the implied volatility of an option, which is used in the calculation of the option’s premium, is higher in the near term than in the long term. Meaning […]

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Tags: Market Commentary

(In)Efficient Markets for Everyone, Who Knew?

January 5th, 2008 · No Comments

By Justin
As I was flying out to Nova Scotia last week I picked up a copy of Condé Nast: Portfolio from the infamous Air Canada Maple Leaf Lounges (best part of traveling by far). An article entitled “The Evolution of an Investor” was the feature. The skinny is a successful Wall Street type retained his […]

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Tags: Market Commentary

Republican Candidate Ron Paul on Mad Money

December 16th, 2007 · No Comments

Here’s something worth a look at in light of Andrew’s recent post concering the Fed’s move to lower interest rates.  Ron Paul and Jim Kramer discussing Paul’s views on monetary policy.  Their major focus centers on the Fed’s potential responsibility for the market and housing bubbles in recent years and the lack of checks and […]

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Tags: Market Commentary

Making Amateur Moves Like A Real Pro: A Top Five List

December 16th, 2007 · 2 Comments

By Justin
Here are some common amateur investing mistakes in the form of a top five list. Some of these I have first hand experience making, others are taken from educational sources. In reverse order so I can build up some drama for #1, they are:
#5 Lack of mentors / Co-pilots
Early on I went out and […]

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Tags: Market Commentary

Federal Reserve Cuts Funds Rate by 1/4 Percentage Point

December 11th, 2007 · No Comments

By Andrew
The US Federal Reserve voted today to cut its funds rate by 1/4 percentage point to 4.25%. The cut, the third this year, disappointed Wall Street which sent the markets tumbling. The Dow fell nearly 300 points or 2.14% to 13,433, the NASDAQ fell 2.45% and the S&P 500 2.53%. The Fed also cut […]

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Tags: Market Commentary