My Comments: I had no idea what or who is/was Banquo. Nor why ‘grain’ has any relevance. But I like to share the thoughts of this writer from time to time as his insights are often right on the mark. Remember what I said last week about the possibility of rising interest rates in the …
Tag: investment advice
Short-Term Optimism, Longer-Term Caution
My Comments: You by now know that I'm expecting a signficant market correction in the near future. However, when I say that, one has to wonder what I mean by "near". An analogy I sometimes use is a comment by a currency trader I knew years ago. His idea of "near" was in the next …
The Need for Speed — Is There a Limit to Moore’s Law?
My Comments: OK, this has nothing to do with investments or estate planning or taxes or what I usually talk about. It has to do with computers. My computer has sat on my desk now for about 5 years and it works great. But the software is getting a little long in the tooth. Not …
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Seasonal Factors Ready to Turn Positive
My Comments: This post is about investments and what may happen to your money going forward. My gut told me the downturn in the markets over the last three weeks suggested it was the start of the market correction that all of us expect. You only have to glance at this chart of the S&P500 …
Stop Tinkering With Your Retirement Portfolio
My Comments: I can’t tell you how many times over the past 40 years that a client has talked with me suggesting something is wrong with his investments. It usually comes after a long run up in the markets and he or she thinks his portfolio is lagging. And almost every time we’ve made a …
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Social Security Cost-of-living Adjustments Projected to Increase Slightly in 2015
My Comments: Those of us old enough to be taking SSA benefits have experienced minimal increases in the last few years. That’s because the ‘official’ numbers for inflation have been low. There is an argument they should be even lower as a way to keep the so-called SSA reserves from going to empty. In my …
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The 4 Drivers Of Stock Market Prices
My Comments: In recent posts I’ve suggested there is a looming crash in the markets that will negatively impact all of us, except perhaps those of us with the ability to go to cash and go short when the crash happens. To hedge my comments, I’ve said “sometime in the next 3 years.” Here is …
Why Income Inequality Is a Drag On Economies
My Comments: I’ve written before that it’s my belief that at some point, if income inequality between the haves and the have nots gets too large, social chaos will follow. The spread or relative level of spendable income between these two groups is continuing to widen. So it becomes just a matter of time until …
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What Should We Expect From Our Stock Investments?
My Comments: Lots of questions about the markets these days. I came across this short summary and thought it relevant. I didn’t understand the chart until after I finished reading, so be warned. I’m in a very cautious mode and have my clients positioned to avoid large losses and perhaps make money as things go …
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J.P. Morgan Weekly Market Recap – October 6, 2014
Here is the most recent Weekly Market Recap from J. P. Morgan and Co. It's a great summary of what is going on to help you make better decisions about your investments. Click on the following image and you'll find yourself at a JPMorgan webpage to download it and read at your convenience.
