My Comments: Europe has been in the news a lot recently. President Obama is/was over there, it’s the 70th anniversay of D-Day, the Ukraine is a basket case waiting to get resolved, and so on. And all this time, people have investments and between dealing with the heat of summer and the need to take …
Tag: economics
The Return of the Inflation Chupacabra
My Comments: A few weeks ago I wasted several hours exchanging replies with someone who asked “who is responsible for inflation?” My initial response was to the effect it is a “what” question and not a “who” question. But that soon devolved into discussion about irrelevant issues that I decided meant the writer had never …
How Will The Federal Reserve Raise Interest Rates?
My Comments: There is little argument that sooner or later the Fed will start to push interest rates up. And when they do, there is going to be confusion about how fast and how far they push. This in turn will cause some volatility and timing issues on Wall Street. But all this is part …
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3 Reasons The Current Equities Market Is Exhausted
My Comments: Many of my clients are asking how come their investments are not as exciting as what they hear on TV these days. And my standard answer is that exciting comes in two flavors, great and frightening. For the most part, I’m trying to help them avoid the frightening part. For many years I …
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Obama: Prevaricating On Foreign Policy
My Comments: It’s hard not to be tired and uninterested in the speeches of a President now well into his second and last term as President. Never mind that I voted for him twice and have a generally favorable opinion of his efforts on our behalf. Foreign policy is not something that does much for …
Capitalism: Looking Past The Bottom Line
My Comments: If this author is right, then this issue will have an impact on the mid-term elections this fall as well as the elections in 2016. The lasting legacy of the Obama administration will be the PPACA or ObamaCare legislation. When it was enacted, our cost of health care was increasing much faster than …
Keeping the NSA in Perspective
My Comments: This won’t interest some of you, which is OK. Others will recognize it as part of the cosmos that includes our economy and our political environment. These things contribute to the process that results in the amount of money we have to live our lives the way we want to. I’ve long said …
US Economy: Blame Misaligned Policies, Not Structural Flaws
My Comments: I recently engaged in what turned out to be a mindless discussion on LinkedIn that started with the question “Who Creates Inflation?” My comments and those of several others offered our thoughts that it was a “what” that creates inflation and not a “who”. It was soon apparent that the leader and some …
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The SWIFT way to get Putin to scale back his ambitions
My Comments: How many of you have heard of SWIFT? Do you recall it was used in 2012 with Iran? I’ve commented earlier about the events in Ukraine and how they may effect us and our investments. Not to mention the bad feelings they generate in my head given my personal history. While the talking …
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Uncertainty, Not China, is Replacing US Power
My Comments: Do you lay awake at night, worrying about this? Me either. But global political dynamics will influence our lives, and the lives of those we love, in ways that cannot be predicted. I’ve been part of the world of financial planning and investments for almost four decades and over that span, the extent …
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Helping Define Your Financial Future 