Monday, January 10, 2011

Market Commentary for the week of January 10, 2011

You’re kidding, right?

Not yet two weeks into the New Year and the folks at Wall Street have brought you another devious, if not despicable, example of how the purveyors of profit can manipulate the system to their advantage.  It seems that a prestigious investment bank (no names, please) has been offering shares of a non-public equity to its clients by appointment only.  That is, invited guests, special qualifiers, and others cut from a cloth that you are not, were given a chance to own shares of stock in a major corporation that they (the bank) underwrite.  Legal?  Of course.  Clumsy?  To be sure.

Just who are these guys?  No, really, who are these guys? 

These are the same higher-ups who brought the system down once before, who know how to manage profits not morality, who think nothing of laying off another service worker to shed “overhead,” who many defer to as “senior persons of experience,” who proffer a culture of indifference about your concerns and fears about investing.  In an effort to make more money, faster, they or their minions synthesize products and ideas that generate revenue where once there was none.  Alchemy and avarice at its finest.

Blind leading the blind.

Do you remember the pride you felt as a young Scout when you achieved that merit badge for rope climbing, or campfire building?  That badge symbolized, to you and others, the work you put in mastering, sometimes by failing first, the tasks at hand.  It let all of your peers know that you were their equivalent, or it gave those not as accomplished something to which they might aspire.  It qualified you for ascension and recognition within your community.

Similarly, within the financial services industry there are badges of accomplishment one might earn through various testing and registration requirements.  Your doctor is licensed, or should be.  So, too, is your dentist, your lawyer, those upon whom you depend to compete in an arena of similarly qualified professionals.  But not all scions of Wall Street are similarly registered.  Wall Street allows for hybridization of products, professionals and competencies.  Hedge funds, investment bankers, analysts, insurance agents, private equity sales, Wall Street CEO’s all look as if they are under the jurisdiction of regulatory bodies governed by financial service’s oversight.  But, alas, they are not uniformly registered or qualified.  “Let the buyer beware, we have a job to do” and for many that’s simply to find ways to extract money from a gullible, if not wealthy, public.  I am frequently saddened by the chicanery of my industry, but recognize that even Don Quixote’s attempt to joust with windmills was futile.

Isn’t it strange that, unlike the “old days,” insurance companies today don’t insure, banks don’t lend, and brokerages don’t broker a fair exchange?

More of the same.

Thus, the markets simply danced in neutral last week.  As if to signal the arrival of a new yardstick, the year’s first trading day was strong, while the balance of the week was digestion of the same old lack of enthusiasm and trust.  Might we expect to see a new metric in place after the rough-and-tumble in Congress is settled?  Don’t count on it.

Whichever way the debate shapes up, there is still a credit crisis, an insurance crisis, and a confidence crisis.  All the avoidable blunders Wall Street might make will still occur because the brazen on Wall Street are not being held accountable for their greed.

Want to buy some stock?  Call for an appointment first.  And, oh yeah, send a copy of your financial statement, along with your current country club status.

No comments: