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Shiller’s CAPE – Is It Really Just B.S. – Part I
Shiller’s Cape – Part 2 “Price Is What You Pay. Value Is What You Get.” – Warren Buffett One of the hallmarks of very late stage bull market cycles is the inevitable bashing of long-term valuation...
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Technically Speaking: “Fuhgettaboutit”
“Technically Speaking” is a regular Tuesday commentary updating current market trends and highlighting shorter-term investment strategies, risks, and potential opportunities. Please send any comments...
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Echo Chamber
Since the U.S. economic recovery from the 2008 financial crisis, institutional economists began each subsequent year outlining their well-paid view of how things will transpire over the course of the...
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#FPW: 5-Financial Myths You Should Ignore
The financial terrain is strewn with robust fables cleverly disguised as facts. The setbacks to financial security due to stock market returns never realized, the precious time and human capital...
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The Long View – Rates, GDP & Challenges
There has been much debate about the current low levels of interest rates in the economy today. The primary argument is that the “30-year bull market in bonds”, due to consistently falling interest...
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Weekend Reading: Lack Of Perspective
In this past weekend’s missive I wrote: “Speaking of low volatility, the market has now gone 108-trading days without a drop of 1% for both the Dow and the S&P 500. This is the longest stretch...
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Fade To Black – 03-24-17
Get Daily Updates: Twitter, Facebook, Linked-In, Sound Cloud MISS THE LATEST WEBINAR? See All Our Previous Web/Seminars Here LAST CHANCE TO REGISTER (Open To Everyone – Individuals, Money Managers,...
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Shiller’s CAPE – Is There A Better Measure?
In “Part 1” of this series, I discussed at length whether Dr. Robert Shiller’s 10-year cyclically adjusted price-earnings ratio was indeed just “B.S.” The primary message, of course, was simply:...
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Technically Speaking: Shift In Sentiment
“Technically Speaking” is a regular Tuesday commentary updating current market trends and highlighting shorter-term investment strategies, risks, and potential opportunities. Please send any comments...
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#FPW: Where Were You In ’62
“David Rockefeller is gonna save us!” A small one-bedroom apartment was home for mom and me in the 70s. Narrow halls lined by endless rows of blackish-green lead painted front doors appeared as...
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The Forgotten Path to Prosperity
This article, and those that will follow in this series, describes in simple but compelling form several objective truths about the dynamics of scarcity and prosperity and the role they play in human...
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The Unavoidable Pension Crisis
There is a really big crisis coming. Think about it this way. After 8 years and a 230% stock market advance the pension funds of Dallas, Chicago, and Houston are in severe trouble. But it isn’t just...
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Weekend Reading: Markets May Be Getting Expensive
Let me suggest a warning. Two week’s ago, I discussed the failure of Congress to get the Affordable Care Act (ACA) repealed, much less replaced. The problem, of course, is the failure to repeal the...
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Questioning The Bullish Trend – 04-07-17
Get Daily Updates: Twitter, Facebook, Linked-In, Sound Cloud MISS THE LATEST WEBINAR? See All Our Previous Web/Seminars Here Market Update April Stats Questioning The Bullish Trend Bullish For Now,...
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Financial Insecurity
Last week, I discussed the primary issue that has led to the “Unavoidable Pension Crisis” in America. To wit: “Using faulty assumptions is the lynchpin to the inability to meet future obligations. By...
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Technically Speaking: When Bulls Collide
“Technically Speaking” is a regular Tuesday commentary updating current market trends and highlighting shorter-term investment strategies, risks, and potential opportunities. Please send any comments...
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#FPW: 7-Financial Lessons From Luling
July 10, 1877: How can there be so much blood? John knew what he was seeing wasn’t good. Blood this dark meant something serious; something arterial hit by the bullet. Heavy twill pants went saturated...
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The Illusion Of Liquidity
I thought the following quote from Janet Yellen’s Q&A at the University Of Michigan this week was interesting regarding the lessons I thought were learned from the financial crisis. “First, we...
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Weekend Reading: Markets Go On Alert
In my money management process, portfolio “risk” is “ratcheted” up and down based on a series of signals which tend to indicate when market dynamics are either more, or less, favorable for having...
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Markets Go On Alert – 04-14-17
Get Daily Updates: Twitter, Facebook, Linked-In, Sound Cloud MISS THE LATEST WEBINAR? See All Our Previous Web/Seminars Here Markets Go On Alert Bond Bull Is Back Gold Reclaims Some Fame Market &...
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