What went wrong with HealthCare.gov – and what now

My Thoughts: Here we are, it’s December 2, and the President has assured us the website issues are fixed. I doubt they are; there were too many issues to get fixed. But they will get fixed since the PPACA is here to stay, and all the paranoia and hysterics will fade over time and we’ll …

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The Worst Investment Advice I’ve Heard All Week: Barry Ritholtz

My Thoughts: I can see! Sort of! But I have to wait a couple of weeks to get my new glasses. In the meantime, Happy Thanksgiving to all, and here is a idea that some of my clients have asked me about. Personally, I like to effect a rebalance every 12 months. by: BLOOMBERG NEWS …

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A Thanksgiving Feast Of Rational Optimism

My Thoughts: My favorite all time writer in the world of finance, Nick Murray, brings another fine thought to the table. Being optimistic seems so much more reasonable than getting bogged down, week after week, month after month, in woe and gloom. Being positive seems so much more productive. And it reinforces the notion I’ve …

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Bits and Pieces – November 20, 2013

DOW AND S&P 500 AT RECORD HIGHS - The Dow Jones industrial average jumped more than 100 points on Tuesday, to finish at a record closing high. The S&P 500 ended Tuesday at a record high for the third straight day. The S&P 500 has risen 6.4% since October 8, when it hit its lowest …

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The Swiss Effect

By Amber May | November 11, 2013 With all of the changes taking place in our health care system, it’s illuminating to look overseas for answers as to how other developed countries manage their own health care programs. Switzerland is a prime example of a system very similar to that being implemented through the Patient …

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Hospitals as Insurers ‘The Future’ Under Obamacare

My Comments: You may be sick and tired of this discussion but how this plays out is going to be critical to the health and well being of every possible reader of this blog, for years to come. Only with a good understanding of what is going on can you somehow make the outcome benefit …

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Who Is The Smallest Government Spender Since Eisenhower? Would You Believe It’s Barack Obama?

My Comments: Amid all the rhetoric, name calling and just plain stupidity circulating among the political blogasphere, here was something from Forbes in May of 2012, a lifetime ago in some circles. Forbes is not known for its liberal point of view. But here it was anyway. And all of this before the sequestration happened, …

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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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