Over the past few weeks I’ve read reports from the S.F. Federal Reserve, Credit Suisse, H.S. Dent and Jim Fink that have been echoing a similar story. The story has to do with the coming Baby Boomer demographic shift and its impact on the stock, bond and real estate markets. The outlook is not good, especially for equities. I’m linking below to the report put forth by the S.F. Fed and a link to where
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No Comments » If your a fan of dramatic television series, such as the Sopranos, you probably watch or at least are aware of Mad Men. Mad Men is a hit television show that is carried by AMC Network (American Movie Classics). Next month will launch Mad Men’s 4th season. It is a popular show that is changing the face of AMC. If you’re an investor, or a viewer, this change is good. The AMC Network (AMCX) was
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On Friday some good news came in terms of job creation within the United States. Current numbers indicate that 243,000 jobs were created in January. In addition, these jobs were private sector jobs, not government jobs. The national average for unemployment is now around 8.3%. The unemployment numbers gave life to financial markets on Friday as many investors saw this increase in jobs as a sign that we might finally be turning a corner in
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For the first time since 1949, the U.S. is a net fuel exporter Growth in health-care spending is near a record low The biggest contributor to the budget deficit over the last decade wasn’t stimulus spending, the Bush tax cuts, or two wars. It was tax evasion …Read More
This winter, for most of the country, has been unseasonably warm. In California, it has not only been warm, but it has been very dry through the latter part of fall and so far this winter. For residents of the state, this lack of precipitation spells trouble on the horizon. The lack of a heavy winter snows in the mountain ranges of California will lead to drought conditions this summer as farmers and non-farms find
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If you rely on natural gas for heating your home, you’re in luck this winter. Yet again, consumer natural gas prices are headed downward. This trend is not new. For the last 4 years gas prices have felt the pressure of excess supply. The reason for the supply glut is the result of a revolution that is occurring in gas exploration. A relatively new drilling technique commonly refereed to as fracking (horizontal drilling conducted by
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Over the next decade Brazil is expected to become an agricultural super power, thus making it one of the largest users of potash fertilizers on the planet. Brazil has 500 million hectares of potentially arable land of which 100 million are currently under cultivation. This compares with the United States’ 350 million, Russia’s 300 million, and China’s 200 million if they used every hectare available. Brazil imports 90% of its potash, and is expected to
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What you will find inside…. An investment play that coincides with the growth of Apple’s Siri technology An updated model portfolio Commentary on the American Dream and the delusional state that griped many in the last decade How to improve your personal investment skills through the reduction of noise December 6th, 2011 Newsletter
History could offer a clue. A Wall Street Journal analysis of market data provided by Elroy Dimson, Paul Marsh and Mike Staunton of the London Business School suggests the central-bank intervention might indeed be a turning point for the markets: U.S. and emerging-market stocks may be poised to outperform, while European stocks could be headed for more trouble. There is enough uncertainty to warrant a healthy dollop of Treasurys and cash in investors’ portfolios as
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Black Friday was a huge hit for online retailers – sales rose 26% over last year. Brick-and-mortar stores, meanwhile, lost badly. How do we know that? Because Black Friday sales, overall, were up only 6% from last year. Somebody whiffed and dragged the average down. It wasn’t the online guys…READ MORE. My Take: A very good article in conveying a point that is often lost in discussion…When we hear a statistic through out about X
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