My Comments: Many of you have read my comments about interest rates lately. (Yesterday!) For many, many months, the Fed has used its powers to keep them low to encourage economic growth. Now that growth is again endemic, sooner rather than later, pressures will exist to cause interest rates to increase. The chart at the …
Category: Economy & Markets
The Unraveling Is Gathering Speed
My Comments: Yesterday, I posted an article that suggested what you might expect over the next six years if you are a generic investor. You have money positioned here and there across the globe in traditional investments. Today I post an article that posits further evidence that we have structural problems that need resolution. The …
Rate Hike Rally
My Comments: Interest rates and where they are going is a relatively hot topic. For those of you with savings accounts and Certificates of Deposit know, the returns you get are anemic at best. But if you need to borrow money for whatever reason, low interest rates are good. Since there is an expectation that …
Yellen’s problem with US felons
My Comments: We are a nation of approximately 316 million people, of which roughly 30% are “youth dependent” and 20% are “elderly dependent”. This leads me to assume that roughly half of us are capable of employment of some kind. The next assumption is that if the employable number of people is about 158 million, …
When Patience Disappears
My Comments: We’ve talked extensively about the likelihood of a market correction, if not a crash, coming in the near future, maybe this year. What many have not talked about are the implications of a rise in interest rates. This is going to happen, given that they’ve been on a downward trend for twenty plus …
Border Security Is Not An Immigration Cure-All
My Comments: Many of you know that I am a documented alien who in 1959 was granted US citizenship. Hopefully, this gives me some right to comment on the immigration issues facing us today. While I’m not an admirer of the Mexican political system, I do accept that if you achieve the status of President, …
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Stock Buybacks Are Killing the American Economy
My Comments: This is a helpful analysis if you are like me and worried about our financial future. Retirement planning and what to do with our money so it grows and remains safe for the future is what I do. I’m not sure I like it all the time, but at this stage of my …
Continue reading Stock Buybacks Are Killing the American Economy
7 Quick Points On Europe
My Comments: My purpose with this post is to confuse you. Yes, that’s right, to confuse you. That’s because even though I claim to be a financial professional of almost 40 years duration, I’m confused. And I don’t want to feel alone. This came across my inbox inside a newsfeed I look at daily which …
The Good News Behind GDP’s Decline
My Comments: For almost four years now, I’ve posted ideas and comments that related to the economy, to investing, sometimes to politics, sometimes just weird stuff. The idea was to give me an outlet where I could be free to share ideas that I thought might be helpful to friends and clients and whomever happened …
Tricks of the Mind Turned Oil Into Gold
My Comments: Once again, I have a blog post about OIL. Clients are asking me how was it possible for the price of oil to rise as far as it did just a year ago and yet here we are, with the per barrell price 40% of what it used to be. If it’s economically …
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