My Comments: A conversation last week with an attorney friend again revealed a world which is far more complicated today than seemed possible just a few short years ago. An expert in family law, he said tens of thousands of new laws have entered the books across these United States in the last three decades. …
Tag: investment advice
Dog Days of the U.S. Expansion
My Comments: How is your money growing? Is it growing? Do you care? Are you prepared for pain when it stops growing and shrinks, perhaps dramatically? As a professional in this world, I’ve long since given up worrying about this. All anyone can do is pay attention, or pay someone to pay attention for you. …
Sine of the Times
My Comments: Many of you have read my comments about interest rates lately. (Yesterday!) For many, many months, the Fed has used its powers to keep them low to encourage economic growth. Now that growth is again endemic, sooner rather than later, pressures will exist to cause interest rates to increase. The chart at the …
Get Ready For The Biggest Margin Call In History
My Comments: Like a broken clock that is right twice every 24 hours, I’ve been talking about the probability of us having a severe market correction for the past 12 months or more. It’s obviously not happened yet. But every time I turn around, there are new observations from people who understand this better than …
Continue reading Get Ready For The Biggest Margin Call In History
To Lobby, or Not To Lobby, That is the Question
My Comments: I admit to perverting the title to this article (Lobbyists Pervert Politics And Earn Their Infamy) which appeared in the Financial Times recently. But it points to a problem that may have no solution, at least until the clowns who inhabit our Congress feel enough pain to find a solution. But it most …
Continue reading To Lobby, or Not To Lobby, That is the Question
‘It’s the Weather…!’
My Comments: The cacaphony of negative comments by Republicans about the Obama administrations efforts re the economy used to be deafening. Now, not so much. As an economist, I’m sensitive to the fact that there are too many variables at play to attribute success or failure to an individual in the White House or to …
The Unraveling Is Gathering Speed
My Comments: Yesterday, I posted an article that suggested what you might expect over the next six years if you are a generic investor. You have money positioned here and there across the globe in traditional investments. Today I post an article that posits further evidence that we have structural problems that need resolution. The …
If Trees Don’t Grow To The Sky: The Next 6 Years
My Comments: You’ve read my earlier comments about whether the world we now live in is a different world. The details have changed, but the fundamentals have not. The following article will cause you to think twice if have not made plans for your money to be protected going forward. Charlie Bilello, Pension Partners, Mar. …
Continue reading If Trees Don’t Grow To The Sky: The Next 6 Years
Euro: Parity Like It’s 1999
My Comments: The writer featured here provides, in my judgment, the most insightful reflections on what is happening economically across the globe. It appears here without his permission, but unless and until I’m told not to share them with you, I plan to continue. March 20, 2015 / Commentary by Scott Minerd, Guggenheim Partners Europe …
The Great Monetary Expansion
My Comments: Dozens of emails cross my desk daily, some promoting stuff that is clearly not relevant, many with a narrow focus that is largely self-serving, few of them truly informative. Those that come from Scott Minerd and Guggenheim Partners are usually worth paying attention to. They’re not too long, and they seem to have …
Helping Define Your Financial Future 