Retirement Watch Weekly
A Case for Investing in Emerging Markets
Rob Arnott of Research Affiliates (and PIMCO All Asset All Authority) overweighted portfolios to emerging markets a couple of years early. But he rose their rebound through 2016. Now, he makes the case that the emerging markets recovery still is in its early days. He says low equity valuations, depressed currencies, and positive momentum all […]
How You Die Depends On Where You Live
A study published in the Journal of the American Medical Association analyzed cause of death data in the U.S. and tabulated how the causes vary around the country. It turns out that some causes of death are disappearing in some areas or rising rapidly in other areas. The study doesn’t try to explain the trends. […]
The Fed Finally Moves
The Fed finally pulled the trigger on another interest rate hike after a year of hand-wringing, fretting and promises. The Fed also promised three increases in 2017. Of course, a year ago, the Fed announced it expected to increase the interest rate another four times in 2016. The new policy and pronouncements are the result […]
How to Assess Trump’s Economic Progress
The markets have moved a lot in anticipation of a large fiscal stimulus from the incoming Trump administration. In this article, an economist from the Bank of America says the markets at this point still aren’t pricing in everything he expects from the new administration. He gives two data points he’s going to watch to […]
Key Trends and Factors Entering 2017
As we head into the last few weeks of the year, here a few points to keep in mind about the economy and markets. Forecasts and predictions aren’t worth much. The Brexit vote, U.S. election, and Italian referendum were forecast to be major market-changers. The changes didn’t really happen, except in the U.S. the markets […]
Why the CAPE Ratio Works
The cyclically-adjusted price-earnings ratio (CAPE), also known as the Shiller P-E ratio, attempts to smooth market valuations by using the 10-year P-E ratio instead of only current earnings. The problem for many investors is that the CAPE ratio has said U.S. stocks are highly overvalued for some time. Investors following CAPE missed a lot of […]
What Will Italy’s Referendum on Sunday Bring?
The attention of many investors and economists is shifting from the change of administrations in the United States to Sunday’s referendum in Italy. The result could have repercussions for the European Union exceeding those from last June’s Brexit vote, according to much of the pre-referendum hype. On Sunday, Italians will vote whether or not to […]
Jerry Seinfeld’s Top 10 Rules for Success
Evan Carmichael put together this video on YouTube that pieced together clips of Jerry Seinfeld to develop Seinfeld’s rules for success. 1.Chase physical and mental energy He graduated from Queens College, with a degree in communications and theater. 2.Find the torture you’re comfortable with He developed an interest in standup comedy after brief stints in […]
