Stock Markets and the Economy
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June 2011
June 30, 2011 11:00 a.m. The Week in Review The trading week and the quarter are winding down, and it’s been a very interesting week in the markets, economy, and world of personal finance. Let’s take a look at the highlights. The Data There were only a few pieces of economic data this week. The […]
March 2011
March 23, 2011 10:45 a.m. Cohen & Steers Preferred Securities & Income In the April 2011 issue I recommended purchasing Cohen & Steers Preferred Securities & Income. Some of you report that you are unable to buy the fund through your preferred broker. Others want an alternative in your current mutual fund group. Here’s what […]
February 2011
February 25, 2011 04:45 p.m. Gundlach, Gross and More Events in North Africa and the oil markets dominated the last week’s news. Our portfolios have held up well because of their diversification and hedging, so we don’t need to make adjustments until we get a better idea of how events will play out longer term. […]
November 2010
November 26, 2010 04:00 p.m. China and the Fed I apologize for some data errors in the December 2010 issue of Retirement Watch. The allocations in the recommended portfolios are incorrect. Also the buy above and sell below prices of Harbor High Yield are inverted. A corrected PDF of the data is posted to the […]
September 2010
September 24, 2010 02:15 p.m. Approaching the Precipice Again The housing data over the last week was very bad. Here’s one of many examples. There is no demand for homes. The government support for the market is withdrawn, and it did not put a floor under prices and lead to the higher demand for homes. […]
August 2010
August 25, 2010 02:15 p.m. Earnings vs. the Economy A number of stock market bulls buttress their advice with the point that corporate earnings growth is very high despite the disappointing economic data. They say don’t worry about the economic data, because the earnings prove companies continue to produce profit growth. A look at the […]
July 2010
July 26, 2010 12:30 p.m. A Week of Surprises Last week was filled with surprises in the economy, markets, and media. Here are some items that grabbed my interest during the week. For some time the stock market moved based on surprises in economic and financial data. Positive surprises and a rising stock market dominated […]
June 2010
June 25, 2010 11:00 a.m. Always Interesting Investments There always are interesting investments, said Rob Arnott, manager of the PIMCO All Asset fund, a component of our hedge fund mutual fund portfolio. Arnott forecasts that inflation hedges will be a very interesting investment over the next year or two as a deflationary trend takes hold […]
529 College Saving Plans
Active versus Passive Investing
Art and Collectibles Investing
Asset Allocation
Bear Market
Bonds and Tips
Bull Markets
Cash Management
Commodities
Cryptocurrencies
Diversification
Dividend Investing
Endowment Investing
ETFs
Financial Crisis
Global Markets
Emerging Markets
Gold and Silver
Hedge Funds
Index Investing
Interest Rates and the Yield Curve
Investing for Children and Grandchildren
Investing Strategies
MLP's
Momentum Investing
Mutual Funds
Passive Investing
Portfolios
Real Estate Investing
Risk Management
Shiller
Smart Beta
Stock Market Bubbles
Stock Market Crash
Stock Market Votality
Stock Valuations
Stocks
Value Investing
Warren Buffett
