November 5

Inverting the Logic on Inversions

FROM THE NORTHWEST QUADRANT By Alton Cogert And now for something completely different… Why tax inversions – the practice of a US company merging into a non-US company to lower/avoid income taxes – could ultimately produce different, better results for the economy. First some interesting reactions and ideas: From Andrew Ross Sorkin of the New.

September 11

What Would You Own If You Could Manipulate Markets?

FROM THE NORTHWEST QUADRANT By Alton Cogert That is not a rhetorical question.  Alas, there are those who can indeed manipulate financial markets at the stroke of a pen, the mention of a brief comment, or the utterance of a sigh. Who, you may ask, can consistently do such a thing? Warren Buffet?  Not really. .

August 12

When the Music Stops…

FROM THE NORTHWEST QUADRANT By Alton Cogert “When the music stops, in terms of liquidity, things will be complicated. But as long as the music is playing, you’ve got to get up and dance. We’re still dancing,” – Charles Prince, CEO, Citicorp, July 9, 2007 You will undoubtedly remember that quote, as it was a.

June 12

Rory McIlroy Wins The Open and Sheds Light On Your Investments

FROM THE NORTHWEST QUADRANT By Alton Cogert After winning the British Open at the young age of 25, by leading the field of the best golfers in the world from start to finish, Rory McIlroy was asked how he did it. “All week, I just concentrated on two things – process and spot.”  He said.