My Comments: Like a pig going through a python, baby boomers represent a demographic with staggering economic implications. I’m on the front end of that demographic, and those of you behind me are coming to terms with the concepts of retirement and getting older. It’s the primary reason we perceive there’s a change happening in …
Tag: economics
Is The World’s Longest Bull Run Over?
My Comments: The yin and yang of investing money can be thought of as bonds and stocks. (Why do we usually say stocks and bonds?) For the past 35 years, bond yields have trended downward. They are now plus or minus zero, depending on where you live. Meanwhile, stocks have been on a long running …
Trump vs. Clinton: 10 Ways the Next President Will Impact Your Wallet
My Comments: New and existing clients are asking me what I think will happen to their money after the election. My gut tells me there will be a correction before long anyway. If Trump is the winner, the correction could be dramatic with chaos in the years ahead. If Clinton is the winner, the correction …
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What All Bubbles Have In Common
My Comments: My brain is tired. Too much political angst, too much monetary crap, not enough positive feedback. And here’s some more monetary crap. But if you are like me and are not expecting to win the lottery anytime soon, then bubbles become important. And like it or not, they tend to burst and create …
The World Leans Ever More On America
My Comments: I’m really conflicted about what to tell my clients about their investments. On one hand I’m persuaded that a severe correction is coming soon, and on the other, there is something going on that suggests otherwise. Damn, I wish I had a crystal ball. Stephanie Flanders | July 26, 2016 | The Financial …
The Stock Market Is About To Have A ‘Final Melt Up’
My Comments: Anyone who suggests they know what is likely to happen to the markets in the coming days is probably just hoping they will be right. And that includes me. A high percentage of significant market downturns have happened in August and September. This article suggests there is an event planned for the end …
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Howard Johnson’s Restaurants – Only 1 left
My Comments: In my youth, Howard Johnson was the standard when it came to motels and places to eat when traveling in the US. They were everywhere. But times change, ideas reach their expiration date, and the business model falters unless someone brings a new vision to the table. Sometimes it's impossible to remain relevant …
A New Policy Orthodoxy Is Emerging
My Comments: The more things change, the more they stay the same. Or is it the other way around? If your future financial wellbeing depends on guarantees and positive market performance, the more you need to pay attention to these trends. Or at least interact with professionals who do follow and understand them. This is …
WHY IT MATTERS: Income Inequality
My Comments: I’ve argued frequently that if income inequality is not addressed, our children and grandchildren will be rioting in the streets of America. I’ve also argued that the recent rioting in Louisiana, and elsewhere, ostensibly because of racial issues, is as much caused by economic disparity as it is racial disparity. At the extreme, …
Trump’s Thin Skin Shows CEOs Are Not Made For Politics
My thoughts on this: We can argue ‘till the cows come home whether Donald or Hillary is more reprehensible. And we can wonder if the other two national candidates will meaningfully affect the outcome next November. Donald may indeed be a nice guy, but I’m not ready to cede him the prize as CEO of …
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