HKIM Newsletters

Articles From 2010

What A Difference A Year Makes

Casting back on the financial and market turmoil experienced during 2009, the article captures where we are today from an investors perspective and where we're headed in the coming months of 2010.

Articles From 2009

Hayek's Value Investment Notes / Adam Smith? Apparently, we never heard of the guy
Given our government's most recent intervention into the banking system, Fred Hayek offers his view points on government intervention, Adam Smith and the "great wheel of circulation".
January 2009: Balanced Value Investing 2009 - The Wall Street Transcript
With 2008 thankfully behind us, Fred Hayek and Eric Kallen offer their insights into 2009 from an economic, market and individual equity perspective.

Articles From 2008

Value Investment Review April 2008
Between high oil prices, volatile markets and a weak dollar investors are concerned. April's Value Investment Review provides fresh thinking on a number of important topics impacting both the market and investor portfolios.

Articles From 2007

Value Investment Review / April 2007
Gain a perspective on fixed income investing from Eric Kallen in the current inverted yield curve environment as well as insights by Fred Hayek on a dirty little secret regarding speculators verses investors.
Value Investment Review/July 2007
Read about one of Fred Hayek's "Value Investor Heroes" and Eric Kallen's insight into the importance of having a trusted Fiduciary relationship.
The Wall Street Transcript / December 2007
Entering 2008 investors face volatile markets, high oil prices and a sagging dollar. Fred Hayek and Eric Kallen offer their insights in support of select individual stocks and bonds that will position portfolios for an uncertain market.

Articles From 2006

May 2006 Market Observations
Insights into the drivers behind recent market actions and thoughts on how long-term investors should view these events.
The Wall Street Transcript / December 2006
Capture insightful views into the drivers of the markets in 2006 and a forecast for the investment climate in 2007. Both Fred Hayek and Eric Kallen offer the Firm's perspective for 2007 equity and fixed income investing.
Value Investment Review / April 2006
Discussions focus on an appreciation for risk as well as the current state of the yield curve.
Value Investment Review / July 2006
Valuable insights into the importance of accurate beneficiary registration as a component of estate planning
Value Investment Review / October 2006
Understand the importance of keeping the current capital gains tax rate in perspective as well as a view on commodity prices now and in the future.

Articles From 2005

The Wall Street Transcript November 2005
Fred Hayek and Eric Kallen offer insights into Balanced / Value investing
Value Investment Review / February 2005
Designed to provide clients with insights into our thinking regarding the econonmy, markets and investment ideas of interest.
Value Investment Review / July 2005
HKIM quarterly newsletter
Value Investment Review / October 2005
Quarterly newsletter focusing on lessons learned from Hurricane Katrina, risk assessment and estate planning.

Articles From 2004

Articles From 2003

The Wall Street Transcript / Interview / August 2003

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HKIM Newsletters

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