The Five Phases of a Bubble

My Comments: This is a little more from Jeffrey Dow Jones, the writer who started a conversation recently about a bubble no one had yet heard about. Many of us in the investment world are expecting a market correction soon. The overwhelming question is when and how severe. But there is little question that it …

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Ask Me No Questions…

My Thoughts About This: I’ve willingly given Obama a pass more often than not. In the grand scheme of things, I think the values he represents are more in line with my values than those who oppose him. He’s now accused of lying to the American people. But in these days of 24/7 instant news …

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3 Weird Reasons to Be Bullish That Will Shock You

My Comments: A couple of weeks ago I sent out an email from this writer that suggested there was a bubble out there that no one was talking about. He described this bubble as a real and potential threat to us as investors. He suggested that while many stocks are historically overpriced these days, those …

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Protect America From Being Wrecked by Conservatives

My Comments: Before you accuse me of being a flaming liberal, please follow my thinking for a minute. The words I've chosen below are from Timothy Ray, and they appeared in the Gainesville Sun last week. Yes, my thoughts parallel his but I’ve been unable to express them as well. Mindful that I consider myself …

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Edward Snowden Has Done Us All a Favour – Even Barack Obama

My Comments: This issue has nothing to do with financial planning or investment management. However, I think it likely it will influence how this country and its values influence the future economic and politial foundations of globalization, the US led effort since the end of World War II. Personally, I don’t have a problem with …

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Beware the Obama Stock Bubble

My Comments: I recently shared a link with a lot of friends and colleagues about a bubble that might or might not happen. It was called “The Bubble No One Is Talking About.” Bubbles are known to pop. And when its an investment bubble, it has the potential to make life hard for most of …

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A look at U.S. Equities: Record Profits – Where do we go from here?

You may think you have an insight but if you are anything like me, you don't really trust it. However, I do have resources that are very talented and articulate and make coherent arguments that most everyone can follow. To that end, here is a report from J. P. Morgan that you can download and …

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The Real Cost of (NOT Having) LTCI

My Comments: Whether you are already a “senior”citizen, getting close, or have a parent you are concerned about, having Long Term Care Insurance can transform a depressing situation into one that is manageable or better than OK. But it’s a subject few of us want to deal with. I recently took a survey that resulted …

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Retirement is Your Last Chance to Do These Things

My Comments: This idea is variation on the Bucket List. I have one with several items on it that I still hold out hope for. But for whatever reason, I haven’t added to it recently. This takes it a step backward and puts things in a larger context. Am unsure if this is helpful but …

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Yardeni Sees Bull Market Intact As Roubini, Mauldin Surrender

My Comments: This morning I had breakfast with an old friend and among his questions of me was what was going on with the stock market. My short answer was that it was expensive, which means there is growing downside potential, but that it was going to keep running up for a while. His response …

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