My Comments: It is much easier to imagine a future as an extension of the past as seen in our minds than to visualize a future with totally new and different dynamics. This is where I have a problem with leaders like Israel’s Netanyahu, with the likes of Rand Paul and others on the right. …
Continue reading America Will Lose Patience With European Appeasement
My Comments: This was written nearly 5 years ago but the message since then has only gotten louder. As more of us get older, and we stay alive, where the money comes from to keep us alive is increasingly in question. We joke about it often, but unless we are willing to let people starve …
Global Nominal GDP Growth, as Measured in Dollars, Is Projected to Decline My Comments: It has been argued that Wall Street is corrupt and greedy and doing its best to create further income inequality in this country and across the globe. And that as a result, we should hold Wall Street accountable, send people to …
My Comments: Modern medicine has resulted in a dramatic extension of life expectancy, but that does not necessarily mean quality of life improvements. I suspect we only see and hear about those over 90 who still manage to work out daily and interact clearly with those around them. I suspect I may not be one …
Continue reading California Senate Panel Endorses Bill Allowing Terminally Ill To Commit Suicide
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 …
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
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 …
My Comments: I must confess to being tired of all the crap going on in politics, whether its local, state, national or international. Increasingly my opinions, concerns, fears, hopes, expectations, etc., seem irrelevant. The temptation is to walk away and try to ignore it. That’s an emotional response and there’s a parallel with my universe …
Continue reading Barack Obama’s Gamble on the Future of Iran
My Comments: It’s fairly easy to paint Wall Street as a villain in almost any article that deals with the management of money for the vast majority of Americans. After all, they typically act in their own best interest, which may or may not coincide with what's in my best interest. But that’s the American …
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 …
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