Ironically, It Needs To Get Worse

My Comments: In the past several weeks, the only “good news” about investment markets has come from sources I consider unreliable. These are pundits and political figures I’m now convinced don’t have my best interests in mind when they stand in front of us and make unsupportable claims. On the other hand, I’ve been waiting …

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Three candidates for the next big economic bubble

My Comments: I was here for the crash of 1987, the crash of 2000, and most recently the one in 2008-2009. I wasn’t here for the one in the 1930’s but my parents were and that probably influenced my thinking about market crashes. Many of us think we’re overdue for another. There’s a lot of …

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Peace For Our Time

My Comments: Please understand this is not a Happy Valentine's Day message. Far from it. Nevertheless, Happy Valentine's Day! When I saw the title above that appeared in a news feed I follow, it seemed a little strange. However, the source was a highly credible one, someone with responsibility for many billions of investable assets …

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The State of the US Economy

My Comments: Most of us are waiting for the inevitable crash. We hope there'll never be another, but the realists among us know one will appear sooner or later. The tax bill enacted in 2017 was supposed to result in greater consumption numbers since it was passed to presumably reduce the tax bill for most …

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Bob Doll’s 10 Predictions for 2020

My Comments: Memory tells me I met Bob Doll a few times some 25 years ago. I think he was affiliated with Oppenheimer Funds, one of the mutual fund companies that I favored. I remember him as interesting, informative, and rational. His 2019 predictions were mostly right, getting 8 out of ten correctly. He says …

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Markets believe two things very strongly right now

My Comments: Most of us with money invested somewhere are uncertain about market performance going forward. This is because there is a new global threat in the works between the US and Iran. In the background and unrelated to this threat, is the fact that it’s been more than a decade since the last major …

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Too Many Investment Choices

My Comments: There are times when too much information simply turns our brains into mush. So it is for some people when thinking about retirement. There’s so much going on that it becomes noise, people stop paying attention, and when retirement arrives, they find themselves grossly unprepared. There’s a parallel described here by Erik Conley …

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