Category Archives: Uncategorized

Are We There Yet?

The Great Rotation Investors have been liquidating bonds and rotating into stocks as they anticipate an improving economy and higher interest rates.  The secular bond rally which began over 30 years ago has likely ended.  The money flow into bonds … Continue reading

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Don’t Worry, Be Happy

Wall of Worry Despite multi-trillion dollar monetary policy programs designed to support financial institutions and stimulate economic growth, economists and investors worry that European recession, GDP deceleration in China and the US fiscal cliff will deflate the global economy. It Shouldn’t Be Able to Fly but … Continue reading

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Intervention

Advisor Intervention If ever investors need investment advisors, it is now. The news, the economy, the market volatility combine to make everyone way too close to the action to have investment  perspective. Investors should not confuse sovereign debt failure , … Continue reading

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Over There

Going Viral Europe’s weakening economy is having profound impact worldwide due to the potential failure of European banks invested in slumping European sovereign debt.  Many European countries had borrowed aggressively based on growth projections that the marketplace believes will not … Continue reading

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Voodoo Economics

Disrupting Mom and Pop What happens if growth stops?  Sometimes growth is not required for prosperity or for a good life.  A husband and wife operating a grocery store might still make a sufficient living without growing the store, opening … Continue reading

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Animal Spirits

Money is not circulating as rapidly as it would if business and consumers had more confidence.  After policy leaders scared the public by declaring that the US was teetering on depression, spending and hiring was instantly reduced.  Reacting to the … Continue reading

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Buy US

The European sovereign debt crisis could quickly spread into a worldwide epidemic as banks lose their capital from sovereign debt exposure. Germany is looked to as the leader in Europe to show commitment that failure of this debt is not … Continue reading

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There is no security on this earth, only opportunity

“There is no security on this earth, only opportunity.” Douglas MacArthur Markets climb a wall of worry and the wall is now high. CNBC reports that in the recent selloff 584 insiders were buying stock versus 40 selling. This ratio … Continue reading

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The Great Wall of Worry

For several days now the markets adjusted to the increased possibility that we are in recession while US and Southern European governments continue to have trouble adjusting their spending in their now mature economies. Going into last week, GDP all … Continue reading

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The Debt Ceiling Crisis

Congress has two objectives at this critical moment: balance the budget and manage the debt ceiling. Congressmen have two objectives at this critical moment: don’t do anything that imperils reelection and, according to Congressman Ron Paul, come to a resolution … Continue reading

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