Market Notebook

Follow me on TwitterRSS Feeds

  • Home
  • Balentine.com
  • Connect
  • Meet the IST
Average Holding Periods for Stocks Continue to Decline

In a World of Noise, the Power of Patience and Decisiveness

Feb 13th

Posted by Alan McKnight in Investment Management Industry

No comments

It’s not easy to be patient in a world of noise. Twitter, Facebook, email, texts, and a 24/7 news cycle all create a sense of urgency that compels people to act for actions sake, forsaking the peculiar combination of extreme patience and decisiveness that Charlie Munger, vice-chairman of Berkshire Hathaway and long time partner of Warren Buffett, counsels. Individual investors are not alone in their frantic navigation of the markets. The global economy has fallen prey to this rapid-fire decision making process as well.

risk managmenet, volatility
blog picture

The Expected Unexpected for 2012

Jan 31st

Posted by Bob Reiser in China

No comments

Last February, we posted a blog entitled “The Expected Unexpected in 2011” in which we listed nine S.T.E.E.P. related events that we believed would impact the markets. As we begin 2012, we’ll look back at last year’s predictions and examine potential areas of concern for the coming year and beyond.

Domestic Economy, Global Economy, Risk Management, Trends and Demographics
Sokarzy

2011 Year in Review Part 3: “What a Long, Strange Trip It’s Been”

Jan 11th

Posted by Alan McKnight in Domestic Equity

No comments

The developed world faced many challenges in 2011. Everything from nature to politics had a hand in effecting not only the global economy, but particularly the developed world. While some issues only impacted global markets in the short-term, the effects of some will be felt in 2012 and for years to come.

2011, 2012, Bonds, debt, Debt Ceiling, Eurozone, Greece, Japan, monetary policy, politics, Washington
iStock_000010215093XSmall[1]

Successful Succession: The Four Components to Consider When Selling a Business

Jan 5th

Posted by Philip Cave in Entrepreneurs

No comments

On January 1st, 2011, America’s Baby Boom generation began to turn 65. Roughly 10,000 boomers a day will pass this milestone birthday over the course of the next two decades, with many making plans to sell their businesses and enter retirement. At Balentine, we have a long history of working closely with individuals and families who either currently own or have recently sold their operating companies.

Baby Boomers, Business Ownership, Entrepreneur, Selling a Business
China Market

2011 Year in Review: The Importance of Emerging Markets on the Global Economy

Dec 22nd

Posted by Clark Li in China

No comments

The year 2011 was one filled with many ups and many downs – not just on the stock market. Everything from natural disasters to politically-created ones affected markets. In this three part series, we will look back at the last twelve months at some of the biggest factors influencing the economy and their potential impact

China, Commodites, emerging markets, Global Economy
Risk-Management

2011 Year In Review: Balentine Risk First Approach to Investing

Dec 19th

Posted by David Damiani in Asset Allocation

No comments

2011 was filled with many ups and downs – with issues ranging from natural disasters to politically-created ones affecting markets. In this three part series, we will look back at some of the biggest factors that affected the economy and examine their potential impact going forward. In Part One of this series, David Damiani, Director of Risk Management, discusses Balentine’s risk-first approach to investing and the benefits of approaching investments in this way.

Asset Allocation, Asset Management, Buildling Blocks, Liquidity, Risk, Risk Management
Boards

For Foundations and Endowments, The Times They Are A-Changin’

Dec 1st

Posted by Alan McKnight in Foundations and Endowments

No comments

On November 28th, The Wall Street Journal featured a series of articles discussing the challenges of foundation and endowment governance. The fact that the paper dedicated significant print to this topic stands as a strong signal that the “times they are a changing”.

Foundations and Endowments, philanthropy
Super Committee

The Super Committee Failure: Stop Yawning, It’s Getting Serious!

Nov 30th

Posted by Adrian Cronje in Economy

1 comment

As we turned to celebrate Thanksgiving, a holiday based on the ideals of compromise and cooperation, the 12 member bipartisan “Super Committee” failed to reach agreement on how to help solve our country’s looming fiscal crisis. With both parties focused on winning next year’s Presidential election, there was little incentive for an honest effort at making progress now. Though expected by most, the Super Committee’s failure still offers cause for serious concern. At Balentine, the “Super Committee” outcome has been one of the keys risks we continue to monitor. While the European debt crisis poses a very obvious threat and grabs the headlines every day, the potential impact of the Super Committee’s failure is a bit more nebulous, requiring a more in depth examination.

Congress, Economy, Election, Super Committee
Atlanta Skyline

Take Five: Views on Atlanta and the Economy as 2012 Approaches

Nov 17th

Posted by Adrian Cronje in Economy

No comments

One year ago, I was honored and humbled to be selected as one of 2010’s Top 40 Under 40 by the Atlanta Business Chronicle for business and community accomplishments. I was even more pleased when I realized that this group is more than a trophy and a profile in the paper. It is about getting together

Atlanta, Economy
Philanthropy

A Culture of Giving: Balentine and Philanthropy

Nov 10th

Posted by Brittain Prigge in Philanthropy

No comments

Balentine’s rich history of service in the community began in the 1980s, when Robert and Bob Balentine spearheaded the construction of new homes in low-income neighborhoods. Today, that commitment to community service continues, with each of Balentine’s 25 team members volunteers within the community in various ways.

community, philanthropy
12345»...Last »
  • Recent

    • In a World of Noise, the Power of Patience and Decisiveness
    • The Expected Unexpected for 2012
    • 2011 Year in Review Part 3: “What a Long, Strange Trip It’s Been”
    • Successful Succession: The Four Components to Consider When Selling a Business
    • 2011 Year in Review: The Importance of Emerging Markets on the Global Economy
  • Twitter

    Loading tweets...
    Follow me on Twitter!
  • Archives

    • February 2012
    • January 2012
    • December 2011
    • November 2011
    • October 2011
    • September 2011
    • August 2011
    • July 2011
    • June 2011
    • May 2011
    • April 2011
    • March 2011
    • February 2011
    • January 2011
    • December 2010
    • November 2010
    • October 2010
Avatars by Sterling Adventures
Mystique theme by digitalnature | Powered by WordPress
RSS Feeds XHTML 1.1 Top