Bear Mountain Capital Inc.

Unemployment Rate Drops

| February 4, 2011

The drop in the unemployment, despite the slow growth in farm payrolls, is a good sign for the economy. I think it is likely we’ll see this number drop to close to 8% by year-end, but given the structural unemployment issues, extended unemployment benefits and older generations not retiring, these issues create a lot of upward pressure on that number and will take time to drop below 8%. (Click here…

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ISM Index of Manufacturing in US Rises

| February 1, 2011

Despite unrest in Egypt the markets are looking towards further economic expansion.  Hurdles remain, but confidence continues to improve. (Click here to read Bloomberg.com article)

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The Fed

| December 1, 2010

The Fed’s role in the recent financial crisis is unprecedented. While there is no doubt they staved off a true collapse of our financial system, there is also no doubt that they wield significant power over our capital markets that truly tests the principals of “free markets”. A few quotes from the article below are worth noting: ““The Federal Reserve followed sound risk-management practices in administering all of these programs,…

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Federal Worker Pay Freeze Proposed

| November 29, 2010

Hopefully this is a start of several measures to reign in the deficit… and hopefully it gets bipartisan support. (Click here to read Bloomberg.com article)

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The Trend: Recovery

| November 24, 2010

The trend toward further recovery continues… although, uncertainty on the Korean peninsula and the final details of Ireland’s bailout help to keep equities flat over two days of trading. (Click here to read Bloomberg.com article)

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Small Business Activity

| November 15, 2010

It is this type of small business activity that will further drive the economy.  The next two quarters wills a lot about the strength of the current recovery, in terms of hiring activity and consumer confidence over the holiday season. (Click here to read Bloomberg.com article)

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China’s Growing Appetite

| November 11, 2010

An interesting look at China’s influence in global deal making and the fear it stokes amongst purveyors of capitalism. The point at the end of the article “Show a Little Confidence” is poignant. I’ve said for a long-time that capitalism can be the tool that could erode communistic tendencies, within China itself. As… China adapts to the world, in order to spread its capital and make future investments, it learns…

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Deficit Cuts

| November 11, 2010

We will have to wait until the final report comes out, to know the full extent of the deficit-cutting commissions proposals. My hope is that they are extensive and implemented. Unfortunately, something tells me that Congress won’t execute on most of the recommendations. It will be spun into, “don’t cut this, cut th…at” or “don’t change that rule, change the other one”. To be continued… (Click here to read article)

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Bill Gross and His November 2010 Investment Outlook

| November 2, 2010

Bill Gross manages over $250 billion in assets, through the Pimco’s Total Return strategy… His investment firm PIMCO is responsible for overseeing about $750 billion in investor funds. His “Investment Outlook” for November 2010 is a very fitting piece, given today is electio…n day. His outlook for this month starts with his view on the current political process, with no flattering words for either party. However, his real focus is…

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Feds Charge Berg With Fraud on Investments

| October 15, 2010

This is why I welcome more oversight for my industry.  This type of fraud does nothing but discourage investors, destroy confidence, and ultimately destroy the lives of those people who have been defrauded.  This is also why it is important for investment advisors and portfolio managers to be transparent in their business operations and as forthcoming as possible in all our activities. It also points to the need for investors…

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