My Comments: I grew up in WW2 England, in my uncle’s house, and he had a car in the garage. My father was in the Royal Tank Regiment, doing what soldiers do in a war. My life as a small boy was relatively normal. Petrol (gasoline) was rationed but I recall going for a drive …
Continue reading The End Of The Fossil Fuel Age As We Know It
My Comments: Many in my profession have been waiting for a market correction of significance for at least the past 18 months. Obviously it hasn’t happened yet, but unless you expect the sun to rise in the west, it will happen, and probably sooner rather than later. More and more commentary surfaces every day that …
Continue reading A 34-Year Tailwind For Stock Market Returns Has Run Out Of Steam
My Comments: I try to not post anything with political implications. And while this post looks like one, there are larger issues with implications for Republicans, for Democrats, and Libertarians. I’ve argued for years that the current chasm between the ‘haves’ and the ‘have nots’ in this country must be bridged. This article from the …
My Comments: Followers of this blog have seen the ideas expressed by Scott Minerd. I share them with you as I think they are important ideas, intended by me to help you better understand the role that money plays in your life. As I’ve expressed many times, we live in a society where having more …
Continue reading Sustainable Development: The Future of Investing
My Comments: Our esteemed Governor, Rick Scott, has decreed that the phrase ‘climate change’ cannot be uttered by any state employee. OK. But it doesn’t change the reality that the planet is experiencing a warming trend that may or may not be influenced by advances in human activity. The reality is that for the foreseeable …
Continue reading Sinking Atlantic Coastline Meets Rapidly Rising Seas
My Comments: This is not intended as a political statement. However, clients are asking me whether there are likely to be economic consequences, and therefore an impact on their investment portfolios, if Donald Trump wins the Presidency. These comments appeared in The Financial Times and may or may not apply to you. Gillian Tett – …
My Comments: This video appeared on http://www.worldbank.org. It reminded me of comments from several years ago by Thomas P.M. Barnett, an American military geostrategist and former Chief Analyst at Wikistrat. He argued that over the next few decades, the US would remain the pre-eminent global society because we alone, perhaps along with Canada, have the …
Continue reading High and Dry: Climate Change, Water, and the Economy
My Thoughts: This is not political, but these days it's hard to not have an intelligent conversation about life without it having political overtones. And as someone intimately involved with economics and finance, these thoughts by Joe Brewer resonate with me. It's about a five minute read. By Joe Brewer, April 21, 2016 The Pain …
My Comments: Writing about personal finance matters is something I enjoy. Given my limited vocabulary, however, I resort to finding stuff written by others that resonate with me and then sharing with others. Sometimes it works and sometimes it doesn’t. Mix this up with the current political climate and there is an added resonance for …
Continue reading The Fury Of American Voters Is In Its Infancy
My Comments: Global liquidity or lack of it, is a prescription for investment success, or lack of it. If your retirement funds are threatened, then this might mean something to you. It’s not something to obsess over but it’s something I watch out for and hopefully find some remedies. Some of our presidential candidates will …
Continue reading The Global Liquidity Trap Turns More Treacherous
Helping Define Your Financial Future 