My Comments: Yesterday, my blog post gave you lots of reasons to believe the world was coming to an end., at least for a while. Did you read all of it? Today, you only have to look at the headline above to think I’m either a raving lunatic or as puzzled as you and the …
Continue reading 5 Simple Reasons The U.S. Market Will Go Straight Up From Here
My Comments: By now you probably know there is a movement afoot to raise the minimum wage and that President Obama allowed as how he was going to include this idea for all contracts awarded by the Federal Government going forward. By now you also know that I’m no longer a young man, having read …
My Comments: I am both blessed and cursed for almost always believing the glass is half full rather than half empty. Right now, my bias is to say that another correction like we had in 2008-09 is NOT going to happen again during my lifetime. But that’s not to say the business cycle of ups …
Continue reading Correction Fears Are Overblown: Buy The Dip
The modest global recovery will endure, but market volatility is likely as the Fed tapers By Melanie Waddell / January 16, 2014 The economic outlook for the next 10 years will be one of resiliency, with the U.S. in 2014 and 2015 facing cyclical risks tilted toward better-than-trend growth for the first time since the …
Continue reading 7 Big Economic Predictions for Next 10 Years
My Comments: With 2013 now in the rear view mirror, the compelling question is what is likely to happen in 2014. Every projection, mine, yours, experts of every stripe, have only the past available to offer insights for predicting the future. Here is someone who has created tables based on five and ten year results …
Continue reading The 88-Year History Of U.S. Capital Markets From 1926-2013: What Happened When?
My Comments: The roll out of the national web site to get people enrolled in a health insurance plan has been a enormous pain in the you know what, to put it mildly. Best as I can determine, the task was given to folks who fully understood the complexities of the PPACA but didn’t have …
My Comments: I often tell my clients that if I did have a crystal ball, we’d not be having this conversation as I would probably be vacationing in the south of France. Or somewhere warm. So going into 2014, there are lots of the usual questions including the memorable one in the media these days, …
Continue reading The Danger Overlooked By Most Long-Term Investors
My Thoughts: If this were my original work, the ttle would more likely be “My Best Guess for the Markets in 2014.” The emphasis is on guess and it only exists because as a so called expert, I’m supposed to know. Only I don’t. I think I know what I’m having for supper tonight because …
Continue reading Forecasting the Year Ahead, and Preparing to Be Wrong
My Comments: You already know my opinions about the PPACA and how it will morph over the next ten years. Here’s another element that will focus people’s attention as contrasts start to appear between states that are willing to participate and those that do not. Since Florida has chosen to NOT participate in the Medicaid …
Continue reading The Affordable Care Act’s Most Important Date: Not What You Think
My Comments: I hope everyone had a safe and happy celebration to start 2014. With it coming during the middle of the week, my internal calendar is kinda messed up; it seems today has to be Monday. But back to the real world. My first inclination when asked to understand something not readily understood, is …
Continue reading Don’t Fret About Soaring Asset Prices – This Time Is Different
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