My Comments: Another voice predicting woe and gloom. I’ve tried to protect myself and my clients but there are no guarantees. By Scott Barlow on Wednesday, Dec. 09, 2015 We’re about to find out what happens when a market rally built on a foundation of cheap borrowing rates is faced with the end of a …
Continue reading Why Things Could Soon Get Ugly For Stock Investors
My Comments: Global media is full of woe and gloom about the near term economic future of the US and the rest of the planet. This has the potential to add to that gloomy forecast. I have strong memories of the Cold War and the threat posed by the Soviet Union. While the Soviet Union …
My Comments: When I saw this, I was surprised. When you have family wealth of many billions, you don’t expect to see a nuanced economic commentary. It’s refreshing to see someone clearly at the very top of the economic pile, writing in recognition of those near the bottom. Of course, it helps that if those …
My Comments: Are you wondering about your investments going forward? This will give you pause. Dec. 4, 2015 by Bret Jensen The market had a huge rally to end the week and clawed back Thursday's large losses. The trigger for the rise was a better than expected November Jobs Report that also had an upward …
My Thoughts About This: Inflation is one of those existential threats I always talk about with clients. But it’s like watching a car rust. You simply don’t notice it on a daily or monthly basis. But the Oh MY God inflation that happened to the Weimer Republic in 1921-24 or perhaps more recently in Argentina, …
My Comments: Our standard of living, yours and mine, used to be a function of how well we built our house and how well we managed to feed and clothe ourselves. That was perhaps 250 years ago, a single blip in the passage of time. A blip later it’s a little more complicated. Among the …
My Comments: There are two messages here. The first is a global recession is most likely about to happen. The second is the published report has 49 pages with dozens of charts. If looking at charts makes you happy, you will be thrilled. Will Martin Nov. 14, 2015 The Organization for Economic Cooperation and Development …
Continue reading 9 Charts Showing Big Global Slowdown Is On Its Way
My Thoughts About This: For several years I followed the writings of Thomas P. M. Barnett. About 3 years ago, he suddenly closed his blog. He posted thousands of ideas and articles about global economics and security issues, most of which made sense. I never forgot one of them where he predicted that by 2045, …
My Comments: My cousin vowed to stop shouting about the state of political dialog these days; he asked me to do the same, and to some extent, I've tried. There are dynamics at work right now that overwhelm the electorate and the media as we stumble toward the next presidential election in 12 months. But …
My Comments: Politicians of all stripes consider employment numbers relevant, and well they should. Right now we have the lowest unemployment numbers in this country that we’ve seen for a long time. And it’s all because of that idiot in the White House. This came from a group called Bespoke Investment Group, a name I …
Continue reading Very Strong Jobs Numbers Underpinned By Wages
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