US Sovereign Debt Downgrade

tattered flag

The downgrade of the US sovereign credit rating is sure to cause continued jitters in the financial markets on Monday morning. In actuality, there may be net-positive developments this weekend as it now appears clear that the ECB will engage in buying the debt of Italy and Spain. Drawing a “line-in-the-sand” for Italy and Spain […]

Chitaly – China to purchase Italian Sovereign Debt?

chinese model

Crackerjack continues to hold the view, that what transpired in the markets is a crisis of confidence, more so than an actual crisis. There is a big and important difference. During the real-deal 2008-2009 economic crisis you had actual insolvent institutions as the value of mortgage securities declined when the US housing market imploded. The sovereign […]

Fears of a Crisis Grow

light at end of tunnel

Fears of a Crisis Grow Interesting market reactions this morning. While many market participants are clearly being terrorized by a crisis of confidence (and this is always a risk) there look to be some genuinely better pieces of information. Markets are selling off based on rhetoric from the ECB. As we discussed yesterday, the ECB […]

Guess? (GES) – An undervalued global brand

guess model

Guess (GES) is an undervalued global brand. The stock performance has decoupled relative to many other global apparel stocks based on a number of factors such as: fashion, US comparable store sales, exposure to Europe, and management team changes. Negativity looks overblown for investors who have patience and perspective, especially relative to valuations of other […]

Welcome to Crackerjack Finance

Crackerjack Finance holds the view that superior investment results come from three areas: knowledge, perspective, and disciplined research. After growing weary of financial websites and blogs that either a) regurgitate headlines or b) scratch the surface with quick-and-easy investment recommendations, Crackerjack was conceptualized in order to provide deeper investment analysis with regard to the broad […]