The Emerging Emerging-Markets Crisis

Yesterday I suggested that few people, if any, who are described as financial pundits, have a clue what's going to happen next. One of the few who comes close is Scott Minerd. You've seen me present his idea several times in the past many months. As usual, his published article has a number of charts …

Continue reading The Emerging Emerging-Markets Crisis

US economy unlikely to recover as rapidly as it collapsed

My Comments: As a former investment advisor, I find myself scouring the internet to get a better understanding of the current economy and the markets in general. So far my conclusion is everyone is as clueless as I am. We're in un-chartered waters. Yes, there have been dramatic market drops in the past, some of …

Continue reading US economy unlikely to recover as rapidly as it collapsed

Our Changing Society

A few days ago, I talked about how every 70-90 years or so, our society has experienced a dramatic upheaval. Starting with the American Revolution, the one we have now might be considered #4. In the roughly 85 years since the Great Depression, some of arguably the best years of our nation's history happened. Following …

Continue reading Our Changing Society

The Coronavirus Recession Will Be Deeper and Faster Than the Financial Crisis. Why That Matters.

My Comments: Parallels are being drawn between the economic disaster now unfolding with other financial crises in the past. Some say it'll be over soon and others suggest the effects will last for decades. The writer below talks about this "recession" being a V shape recession. That translates to one where the downstroke is sharply …

Continue reading The Coronavirus Recession Will Be Deeper and Faster Than the Financial Crisis. Why That Matters.

Is America Entering Another Great Depression?

The article that follows was published ten days ago and some of what is said is already out of date. How time flies when you're having fun. Or not. A few of my recent posts have suggested now is a bad time to get back into the markets, always assuming you have the necessary liquidity …

Continue reading Is America Entering Another Great Depression?

The Coronavirus Will Be The Death Knell For Some Colleges

My Comments: I have lived my entire adult life in what can be described as a major college town, located in a relatively rural area in north central Florida. The university is the economic engine that drives the economic success of this community. Yes, we have the usual ups and downs, but the downs are …

Continue reading The Coronavirus Will Be The Death Knell For Some Colleges

How Many Will Die Before Trump Figures Out COVID-19 Isn’t a PR Campaign?

My Comments: Over the coming weeks and months, some of you are going to unfriend me or unsubscribe to these posts. That's fine with me. I'm increasingly convinced Trump is an abomination, a malignant tumor, one we must overcome if we are to survive. Working from home is nothing new for me. I've been doing …

Continue reading How Many Will Die Before Trump Figures Out COVID-19 Isn’t a PR Campaign?

Statistics and Reasons for Church Decline

This copyrighted article appeared on a site called churchleadership.org. I have no idea when it was published. I saved it for future reference as it explains some of my personal observations about organized religion. I share it with you today as an alternative to talking about money again. My proclivity to attend church, or not …

Continue reading Statistics and Reasons for Church Decline

Our Changing Values

A few years ago, I became aware that once every 70 - 90 years here in the US, we’ve experienced a dramatic social upheaval. Society gets completely turned on it’s head and societal norms get re-evaluated. Each time it happened, we remain the same nation but find ourselves in a new framework. It’s happening again. …

Continue reading Our Changing Values

Value Is a Poor Timing Tool

First, this is about investing money. Second, value refers to buying established stocks that are thought to be undervalued as opposed to buying stocks that are deemed to have growth potential. Third is that timing can be thought of as critical in term of when stocks, or bonds, should be bought or sold. Yes, there …

Continue reading Value Is a Poor Timing Tool