by Jason Apollo Voss | 05 02 2011 | Blog
Clearly you don’t write a blog entitled “What My Intuition Tells Me Now” and rely solely on quantitative methods. As the retired co-portfolio manager of the Davis Appreciation and Income fund I learned very early in my career that facts would only...
by Jason Apollo Voss | 04 02 2011 | Blog
This morning the January unemployment data was released by the Department of Labor. I am guessing that most pundits are going to focus on the low number of net jobs added by all of the various economic sectors. Specifically, total non-farm payrolls increased...
by Jason Apollo Voss | 03 02 2011 | Blog
The New York Times is reporting this morning that the U.S. Securities and Exchange Commission (the SEC) has caught the attention of the Government Accounting Office each of the last seven years for faulty financial reporting. This report happens at a time when the...
by Jason Apollo Voss | 02 02 2011 | Blog
Over the weekend I provided a purely intuitive assessment of what was going on in Egypt. I also said that the situation is in flux because the various participants all have free-will and get to choose how to respond. So here is an update on my evolving intuitive...
by Jason Apollo Voss | 02 02 2011 | Blog
This morning payroll giant Automatic Data Processing announced its monthly payroll survey results. The numbers are encouraging vis-a-vis the unemployment rate in the United States. In January the private sector added 187,000 jobs. This compares to an expected...
by Jason Apollo Voss | 02 02 2011 | Blog
Yesterday evening the Wall Street Journal reported that total compensation and benefits at Wall Street firms totaled a record $135 billion in 2010. Mind you, this is just for the publicly traded firms, there are many other Wall Street firms that are not publicly...
