Deutsche Bank’s Colin Tan spoke Monday about the European debt crisis and explained that it is not inconceivable that we could be in full crisis mode by the end of this week thanks to Italy. “The situation feels increasingly like one that has little chance of materially improving until some extreme pressure is on the [...]
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The Dark Side of the OECD Oil Inventory Release
We are re-posting an article from Gregor MacDonald, who is a well known oil analyst and energy sector investor, on the implications of the release of 60 million barrels of oil from the OECD inventories: “IEA in Paris announced this morning a release of 60 million barrels from OECD inventories. The implications of this extraordinary [...]
Double Bogey In This Balance Sheet Recession
Much is written, albeit off cue, as it relates to the future health of the U.S. Economy in 2011 and beyond. There are of course countless highly intelligent and experienced analysts and strategists who seem to have debated every angle of well known structural headwinds from the Japanese earthquake and its effect on vital supply [...]
GDP Revisions Forthcoming
This morning’s durable goods number fell .9% in February versus an expected gain. This disappointment comes after the January decline of 6% which was the biggest drop in two years. Most economists had blamed the January decline on weather. Manufacturing has been a significant source of strength in this recovery, and most economists do expect [...]
Inflation, interest rates, and the China – U.S. Power Struggle
Much is written and spoken today about the potentially crushing wave of inflation and rising interest rates that the U.S. will soon experience, most of it is seriously flawed in its assumptions. The not soon to be repeated again simultaneous actions of interest rates and inflation that the U.S. experienced in past decades was the [...]
The U.S. Takes One Giant Step Toward Monetizing The Debt
While the average person finds more frustration than solace attempting to understand the actions of the Federal Government and its effects on the economy, I write this blog post to illuminate the fork in the road we are coming to, and explain the very significant differences in QE2 vs. the first round of quantitative easing [...]
The Very Best Financial Advisors to Manage Your Wealth
How would you describe the best financial advisors, and how should they manage your wealth? Should they have a keen grasp of tax and estate planning issues affecting people of your wealth level? Perhaps you seek concierge and family office type services such as educating your children and grandchildren about the many responsibilities wealth brings, or perhaps educating them on philanthropic issues tops your personal list of qualities you require.
The News Flow Tug of War
Remember it’s never as hopeless as it seems, you can and should shift your focus from the stock market to other asset classes rich with opportunity. We encounter debilitating mental anguish when we accept that we are powerless against the environment, but like the flexible trees we can adjust our stance and survive.
Truth Can be Found In Macro Economic Inertia, by Art Doglione, President of Alpha Fiduciary
Basketball players know that you must watch the bellybutton, not the hands, eyes, or feet to know where a player is moving to. What can we watch for clues to what stocks will do? Macro economic inertia offers astute investors with a clear 30 thousand foot unobstructed view of the long term prospects for this highly volatile asset class.
Is The U.S. Economy Headed For A Double Dip?
In this week’s blog post, I felt it important given the daily one percent or greater volatility in the S&P 500 that we take a look at the underpinnings of our economy to help focus our attention to a light beacon we could depend on to bring us in safely. David Rosenberg is a highly [...]