World Weather Gone Haywire – Effects On… CRB Index and The Economy

My Comments: No, we are not doomed. But I can’t recall this much rain every day, some of it at night, when there wasn’t a hurricane. I’m sure it happened, but I don’t remember. Does it have an effect on the economy? Experts agree last winters’ storms had an effect. So it’s worth paying attention …

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US Economy: Misaligned Policies to Blame, Not Structural Flaws

My Comments: More than once a week, I have conversations with a client, or prospect or someone I run into, who are gloomy to the point of absurd. There is a pervasive expectation that life will be miserable going forward. I suppose it’s a natural phenomenon, but I don’t share it. That it will be …

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According to the Supreme Court…

Corporations Have More Religious Freedom Than Taxpayers My Comments: My initial reaction to the Hobby Lobby issue was to commit to never stepping foot in any of their stores. Beyond that, my reaction was pretty typical of those to the left of center in American politics. But I've not become truly engaged in this issue as …

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Short Selling Drops to Lowest Level Since Lehman

My Comments: Last Tuesday, I referenced an article with a compelling reason to think the current stock market move upward would soon go the other way. The author asserted the collapse was already under way. Here is an equally compelling article that suggests it’s not going to collapse, instead is going to continue going up.  …

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Buckle Up! The New Bear Market Has Begun!

My Comments: The writer has a powerful message to send. He was right about this back in 2008 but that doesn't mean he's right this time. I have clients and prospective clients asking when the next downturn is going to begin. And yet there are many articles that suggest it’s still a long way off. …

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A Few Other Examples of Murphy’s Law

My Comments: According to WordPress, whose templates I use for this website, this is my 900th blog post since I started this in April, 2011. Now that the hurricane has gone off to harass someone else, please accept my wishes to you and your family for a fun July 4th. Today is not a day to …

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Powered by the U.S., Global Assets Forecast to Hit $100 Trillion

My Comments: So, just how much is $100 Trillion? Can you say "A lot!"?  What’s equally mind boggling to me is that in 1967 ( or maybe it was 1966?) I built a house for myself and my wife. In those days I acted as my own general contractor. Back then, I could also dig …

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US Cable Barons And Their Power Over Us

My Comments: Professionally, I live in the world of finance and investments. Regulation is pervasive, most likely increasing, since there is a pervasive threat of abuse by the big players. I think it would help all of us to have a level playing field, including individuals, corporate America, and society as a whole. I cannot …

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Some Hints About Inflation

My Comments: How many of you remember the inflation numbers from the late 70’s? 12% comes to mind. And was that ever exciting and frightening. Since then, the people who pull most of the strings have been sensitive to this and have taken steps to keep inlfation under control. The other extreme from high inflation …

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Removing Saddam Hussein Did Not Cause This Crisis

My Comments: The price of oil is increasing. The news is full of both the World Cup and Iraq. How will any of this affect our investments? And, of course, as always, it depends. At first glance one might dismiss the author as expressing a self-serving platitude. On second glance, you remember he rose to …

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