Breaking away from the small picture to the big picture
In times like these when you cannot get away from topics such as the debt limit, credit rating downgrades, European fiscal malaise, and words of a double-dip recession, it’s helpful to turn to some...
View ArticleThe Next Boom: The World Between Now and 2025
Where do we stand today in relation to where we’ll stand tomorrow. Investors and non-investors alike seek the answer to this question. For investors, forecasting can help unlock the answer to what...
View ArticleSurprise, Surprise: Positive Signs for the US Economy
Although the relative strength of these defensive sectors comes as no surprise, investors shouldn’t be shocked that information technology (IT) stocks outpaced the S&P 500. Put aside memories of...
View ArticleThe “New Normal” Is About As Good As It’s Going To Get
There are no double-digit investment returns anywhere in sight for owners of financial assets. Bonds, stocks and real estate are in fact overvalued because of near zero percent interest rates and a...
View ArticleThe American Hangover
Ronald Reagan asserted in 1980 that it was “morning in America,” but in America now, it is the morning after. This drive toward an off-the-grid, eat-what-you-raise, bike-there-on-your-own,...
View ArticleAnother Day and Another Shipwreck
From 2005 until 2007 I was extremely bullish when it came to the shipping sector. It wasn’t hard to be at that time. Global trade was accelerating coupled with a limited amount of ships made for a...
View ArticleOn Gas, Cars and Bernanke
The story below is interesting and provides some perspective on the variation of a gas prices throughout the country. It also has some random thoughts on the economic and political ramifications of...
View ArticleShut up already! It’s not 1929
Chuck Jaffe has written an excellent article that provides investors with some great market insights from a psychological perspective. Often times we, as investors, are our own worst enemy. Fear...
View ArticleWho’s Gonna Fill Their Shoes?
In the mid-eighties country music icon George Jones sang “Who’s Gonna Fill Their Shoes?” In the song he lamented about an immanent vacuum of talent in country music to replace what had once existed....
View ArticleThe Demographic Drag
For over a decade it has been quite apparent that Japan is in and will continue to be in a demographic malaise. Too many elderly people and too few young people have tilted their demographic scales...
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