Bear Mountain Capital Inc.

Reserve Currencies

| November 12, 2009

The following article is from TheEconomist.com, published November 11th, 2009. It is a timely article given the fear surrounding current US monetary policy and what it means for the US dollar as a primary currency reserve. I think the telling point in this article is “what are the options?” to the US $ as the primary currency reserve. There are solutions, but they not going to be easily adopted anytime…

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Cash as a % of US Stock Market Capitalization

| November 11, 2009

Let me preface this with saying that I always think that these types of graphs are self-serving for the people in my position. However, it is still interesting data when considering the recent run in equities: http://fiws.fidelity.com/emails/insight_outlook/download/09_1111_MARE_Still_High.pdf

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Oil Demand

| November 10, 2009

This chart from The Economist highlights how the control of oil supplies will be one of the biggest economic and political challenges of the developing nations, specifically Asia: http://www.economist.com/daily/chartgallery/displayStory.cfm?story_id=14790202&source=features_box4

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Google’s Flu Trends Aids Swine Flu Surveillance, Scientists Say

| November 9, 2009

Just another reason why Google’s ability to leverage the data it collects through search information makes it one of the most fascinating and frightening companies around: http://www.bloomberg.com/apps/news?pid=20601124&sid=azd8zJ101__M

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Kiva Micro-loans

| October 28, 2009

This is a very interesting organization. A friend of mine e-mailed me a link on them this morning. They facilitate micro-loans to entrepreneurs in developing nations: http://www.kiva.org

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Bear Mountain Capital Blog

| October 28, 2009

Welcome to the Bear Mountain Capital Blog. Check back regularly to view posts with links to interesting financial news articles or commentary on economic/market trends.

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