Category: Investing
Whose Expected Rate of Return is it Anyway?
We invest in assets that we expect to earn a positive return that is in excess of the rate of […]
Land of the Giants. The USA is Gulliver’s Brobdingnag.
Most of the world’s largest companies are in the USA. The fate of the global economy and stock markets rests […]
Going Up! Interest Rates Must Increase.
US money supply has quintupled in the past year Because of this money printing, inflation is here for the long […]
Baby Boomers Should Not Play the Dippity-Do Investment Game
Last year, after the March market correction, I warned baby boomers against buying the dip. Since the market rebounded 100%, […]
What is China Doing to Its Stock Market and Why? A Hypothesis.
The US stock market is thriving while China’s stock market deteriorates. China could intervene to limit stock market losses, but […]
Hanging by a ZIRP Thread While Poking the Hegemony Bear
The stock market and economy are hanging by a thread over an economic abyss. That thread is zero interest rates. […]
The Baby Boomer Financial Survival Guide: Beware of Wall Street
The pat 60/40 stock/bond allocation will destroy baby boomer lives in the next market correction that many believe will happen […]
5 Ways the Stock Market is Different This Time: What Could Possibly Go Wrong?
“It’s different this time” is usually not true. This time it is. Will we get amplifying extremes or returns toward […]
Inflation is Looming, and it’s Also Hiding in Plain View
There’s no doubt that the US government has printed an unprecedented amount of money since 2009: more than $10 trillion […]
Congressional Request for Review of Target Date Fund Risk
On May 7, 2021, 401(k)Specialist magazine published Concern Over ‘Certain’ TDF Risks Prompt Congressional Request for GAO Review, reporting that: […]