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 …
Continue reading Hedge Fund Manager Who Remembers 1998 Rout Says Prepare for Pain
My Comments: It’s a cold, gray day here in Gainesville, Florida. The rest of the country, except perhaps the West coast, is suffering too but at least we have no snow. Maybe I can add a little levity to what has so far been a frantic week. BTW that's me on January 1, 1942. 1. …
My Comments: Here we are at the beginning of 2015 and virtually all of us want to experience good news as opposed to bad news. I suspect we will have some of both as the next twelve months appear. Among the good news I’d like to experience is a recognition by the new Congress that …
I apologize for being philosophical and rambling on, but I am prone to do that as my years accumulate and future years become less certain. Today is January 1, 2015. It’s important for us to recognize this day, the first day of the calendar year. It is significant in human terms, celebrated across the civilized …
Growing up, the person who brought presents to good girls and boys was Father Christmas, or when I was in France, Pere Noel. This evening, our four year old grandson will be expecting Santa Claus and a sleigh full of goodies. With luck, Finn will be asleep before he arrives. I take this opportunity for …
My Comments: At this time of the year, there is an almost overwhelming imperative to be positive and cheerful about everything. I asked someone native born in Hong Kong recently about the Chinese people and Christmas. Her response surprised me; she said it was an opportunity to celebrate and enjoy life. So it is with …
My Comments: It’s hard to believe the PPACA (ObamaCare) has been around for so long. And in spite of the new Congress making lots of noises about making it go away, it’s not going to go away. Will it change? Most definitely. Are changes necessary? Most definitely. But the overall intent to bring millions of …
My Comments: The SKY IS FALLING! Actually, it’s not, but many of the headlines suggest it might be. This was published 3 months ago and as you probably know, the bond market has not yet blown up. Lots of things have changed but the bond market is just as boring today as it was then. …
Continue reading Why the Bond Market Could Blow Up Any Day Now…
My Comments: There is one already. An unintended consequence of ObamaCare ( the PPACA ) is that millions of people who have until now waited until the last minute and then went to an Emergency Care Center are now trying to get appointments with MDs who were already busy people. Not enough people are yet …
My Comments: Readers of this blog post over the past six months have noted my concerns about a coming market crash and what it might do to your ‘nest egg’. Perhaps you remember my comments about a wall of worry, a phrase that gained traction in past years as the market climbed and climbed and …
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