Blog Archives

My Random Thoughts and Observations This Week

Random-Brussels Attack

Rather than diving into deep philosophical exposition and heavy economics, I thought I would go a different direction this week and share some random thoughts and items that have caught my attention recently.

My 14 Random Thoughts

Garry Shandling

Read more ›



I Ain't No Senator's Son

SonIt is hard for anyone to argue that one’s parents have not been quite influential over the course of one’s life for good and bad. This is especially true for the father-son relationship. In mythology, the father often represents the duality of growth and destruction (harshness and discipline).

Read more ›



Are We Now on Recession Watch?

recession watch

The CFA Institute recently polled its members regarding whether the United States will enter into a recession in 2016. 875 members responded and the following table shows the results.

Will the US Experience a Recession in 2016?

Reader Survey Recession

Source: CFA Institute Financial NewsBrief

70% are in the camp that a recession will not take place in 2016.

Read more ›



Last Interest Rate Rant of 2015 - I PROMISE!

Rate-RantI promise this is the last time in 2015 that I will discuss interest rates and my strong belief that the Fed is making a big mistake by raising rates, which is expected to happen this week. Since a picture is worth a thousand words, then multiple pictures should be worth many thousands of words.

Read more ›



Signs That The Feds Levee May Be Springing Leaks

Levee LeakThere is obviously a lot of conjecture as to what the impact of the Fed embarking upon its first increase in short-term interest rates in over nine years will be. Markets are discounting mechanisms so what most people are talking about today the market often has moved on from awhile back.

Read more ›



What Caught My Eye In the News -You May Have Missed It

In the NewsI thought I would focus this week’s blog on things that have recently caught my attention in the news.

In Case You Missed It – In the News

• Starwood Purchase of $5.3 Billion of EQR Apartment Assets

In the Dire Straits song Industrial Disease,

Read more ›



Greece Blinked – Do They Really Need More Austerity?

Greece AusterityIt looks like Greece blinked and is giving its creditors much of what they’re asking for. In my opinion, it’s just going to create more hardship for the Greek people. In my book, I wrote a lot about the risk of austerity in the United States derailing the recovery in 2010 and 2011.

Read more ›



Categories

Free Insights