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 …
Tag: economics
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 …
Germany Is Delusional To The Point Of Insanity
My Comments: Assertive headlines such as what you see here are usually outside my comfort zone. For one it implies a pathology that I’m not trained to comment on and two, Europe and European values are different from mine, given that I’ve lived here in the US for the past 65 years. (Warning: this post …
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Buy the Rumor, Sell the News
My Comments: As a financial advisor for almost 40 years, you’d think by now I would have this all down cold. That I’ve survived in this profession suggests I have at least a reasonable understanding of how “investing money” is supposed to work. Either that or I’m very good at talking people into doing dumb …
The Stock Market Is Overvalued, No Matter How You Measure It
My Comments: Some of you will think I’m an alarmist. And perhaps I am. But the signals that have been present for some 18 months are getting louder, much louder. I’ve not included all the charts that appeared with this article as there are too many of them and they are all negative. Here’s a …
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the Future of Medicine is…
My Comments: I claim no authority on this topic. However, because I often work with physicians, I’m very aware of the pressures that apply to the profession. There are many issues on which no individual has any control, one of them the apparent erosion of the profession in terms of college graduates not seeking admittance …
Supply Shock and Awe
My Comments: The driving economic story these days is about the price of oil. That the sudden and dramatic drop will have global repercussions is a given. The challenge for financial planners is how to help clients take advantage of these repercussions. Right now, having a few hundred extra bucks to spend on something else …
Economic Data Releases
My Comments: These data points come from Guggenheim Partners. For some of you this is meaningless nonsense; for others, a quick review is intented to give you a glimpse of what is happening in the world, including the US. To put some of this in perspective, I saw an article this weekend that compared the …
Hedge Fund Manager Who Remembers 1998 Rout Says Prepare for Pain
My Comments: This is another example of an article that talks about what might happen to our investments in 2015. For many of us advisors, there is an increasingly pervasive odor surrounding the markets. It has nothing to do with the solid economy developing here in the US. The odor, however, is giving me an …
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