Watson Wilkins & Brown, LLC

Entries by Title

• Follow up on voting rights
• Year to date total returns: US & non US equity and fixed income
• One more time on voting rights
• A letter on the faux ethics policies of Williamson County Board of Education: why it doesn't work
• More on agency risk and voting rights
• A look at the markets: a brand new day?
• And more abuse
• The abuse of FISA must stop
• Attorney General William P. Barr Delivers Remarks to the Law School and the de Nicola Center for Ethics and Culture at the University of Notre Dame
• Watson Wilkins & Brown, LLC, to cease investment management & advisory operations
• When X ≠ X
• We float uneasily along
• 2017 Q4 Review & Outlook
• Fed: now go do that voodoo that you do so well
• Calling out mal-investment or worse
• Massive unfunded pension liabilities: political malfeasance?
• On the fiduciary rule
• An update on active vs passive management
• LPL Financial No Longer Claiming to Be ‘Conflict Free’
• Q1 2017 Review & Outlook: first, the rear view mirror
• Q4 2016 Review & Outlook: An Early Take
• 2016 Q2 review & comment: nothing happened?
• On Negative Interest Rates: Whimpy Rules
• Q1 2016 market review & outlook: what you already know
• FINRA's problem: arbitration, settlements, expungement & credibility
• 2015 Q4 Review and Outlook: What Every Flying Machine Man Thinks
• James Grant on the Fed's hike
• The duty of an advisor vs a broker operating under color of defective & misleading regulation
• Q3 2015 Review & Comment: Keeping Frankenstein on the Table
• Comments on recent market events
• Aggregate funded and unfunded liabilities of the states divided by the number of taxpayers
• WWB comments on DoL's Proposed Conflict of Interest Rule
• Come play the backtest and overfit game!
• Q2 2015 Commentary: the pruning knife vs two issues
• Cochrane on Tucker and Bagehot at Hoover
• Caring for Digital Assets
• Mutual funds or mutual fund companies as Systemically Important Financial Institutions (SIFI)
• On mythology: Q1 2015 review & outlook
• Q4 Review & Outlook for 2015
• Review & outlook Q3 2014: how long will this last?
• The SEC's money market rules: Buridan's Ass redux
• The effect was never there... it was just a random pattern
• Volatility: the inverse bubble
• Another public body blow to active management
• Lowering your state tax burden: you will be surprised at the size of the benefits
• Uncertain & sideways: our QI 2014 take on the markets and economy
• Outlook for 2014: the dawn of reality or infinite QE?
• Richmond Fed interviews Cochrane: a must read
• Measuring the Macroeconomic Impact of Monetary Policy at the Zero Lower Bound
• US Treasury to offer floating rate notes in January
• Buyer beware: where is the SEC?
• Read Cochrane's New Keynesian Liquidity Trap
• The taper of Q3: actual results may vary
• The Fed, collateral and repo: more systemic risk?
• What happened to the red line? The blue line?
• A little more perspective
• A little perspective
• A review of the administration's fiscal year 2014 tax proposal
• Gary Shilling on deleveraging
• The failure of governance and the uncertainty curve
• Watson Wilkins & Brown, LLC, presents to students at Xavier University
• Sandy forces activation of contingency plans: our evaluation
• pre q3: it's not an empty chair, it's an empty wallet
• What's wrong with the Fed
• Jim Rickards on the latest Federal Reserve Rate Decision and Operation Twist 2.0
• Peter D. Brown joins Watson Wilkins & Brown, LLC, as Chief Portfolio Strategist
• A progress report on Dodd-Frank
• Choosing the Road to Prosperity: Why We Must End Too Big to Fail –Now
• Vanguard crushes costs
• Comments on Q1 2012
• FHFA-OIG’s Current Assessment of FHFA’s Conservatorships of Fannie Mae and Freddie Mac
• Reforming Money Market Funds: A Response to the Squam Lake Group
• Observations on tactical asset allocation
• Inflation, deflation & asset classes
• That which is seen and that which is unseen by the Fed
• Legal & settlement considerations in various Euroland scenarios
• Caedite eos! Novit enim Dominus qui sunt eius
• WWB's book of the year award: Currency Wars by James Rickards
• Kurtosis and systemic risk: policy makers need to get a clue
• Observations on foreign bank liquidity
• The ECB thing
• A Time to Choose
• Worth a look if you don't know the technicals
• Watson Wilkins & Brown, LLC, on the debt deal
• In case you were wondering
• Where's my state? Or a helpful retirement guide...
• “greek finance building on fire. euro to new highs. twilight zone”
• No mas! I’ll take #1, Monty!
• Get your health care waivers here!
• US Gross Debt as % of Gross Domestic Product
• A Chinese view of sovereign credit risk & solvency
• The USA as a business: say it with pictures
• Let's think about this: a good and free example
• Swiss reject Irish government debt as valid collateral
• European nations start to confiscate private pensions
• More than half of the Fed's Term Auction Facility went to foreign banks
• If you're looking for a primer on municipal finance & bankruptcy...
• Maybe the Fed doesn't have Yahoo or Google finance?
• GM and friends of Angelo
• Predictive markets: Intrade and the market for Senate control
• If you wanted your own copy...
• 3 was a lucky number
• The small matter of unfunded state & municipal pension liabilities
• Expense ratios as predictors
• The last chance saloon
• Inflation or deflation: 5 yr TIPs go negative
• Hakuna matata: our best advertising
• CBO provides an historic view of federal debt: why this won't work
• More unintended consequences: insurance companies cease writing new health care policies for children
• S&P indices vs actively managed funds
• We're all Bozo's on this bus: the wisdom of Dodd-Frank
• In case you're wondering why everyone's knickers are twisted...
• Only 7 basis points away
• No one will know...how it works
• The impact of public guarantees on bank risk taking
• An unpleasant hypothesis: the big red button?
• The Fed and the May 6th crash: more monkeys & darts?
• What a shock!
• The war on capital: yours
• On your knees & pledge allegiance
• James Grant on the US Treasury, rates, and the dollar
• Through a glass darkly
• Important reading on broker dealer obligations or lack of them...
• Dynamite in the hands of children
• We're from the government, and we're here to help
• Part of the conversation, if you want to call it that
• "I'd cheat to keep these bastards out..."
• More on the negative multiplier
• No better than monkeys throwing darts
• Clueless Janet Napolitano has to go
• How the stimulus plan really works
• Too good not to read
• If you're keeping the good stuff inside as a compensation scheme, what are you selling the public?
• Unable to obtain any concessions, but evidently willing & able to provide them
• Nouriel Roubini on the US$ carry trade
• You know it's got to be bad when ABC gets in the game
• The car guys weigh in on Cash for Clunkers
• Active management loses in risk study
• To Roth or not to Roth?
• Something is fundamentally wrong with this process
• Views on the economic stimulus package: is it effective?
• Not acting the way we should ... or the way you want? Keep your hands off my kids and the schools.
• This is not good...
• Except that the size of the future liability is not known
• Sensible health care approaches
• Lowering standards to accommodate broker practices?
• The specific language on "Advance Care Planning" from the current bill
• Auction rate securities: two noteworthy stories
• Free alpha or expensive beta? Either way costs matter.
• How long do you need to recover the loss of real value in your equity portfolio?
• Should you buy municipal bonds individually or in a fund?
• Why not double down?
• What the large print giveth, the small print taketh away