The world is starting to look a lot like 2008. The global financial system is awash in debt, civil societies are wracked by political turmoil, and equity markets are overvalued relative to historical benchmarks. Catalysts for a correction are abundant in America and overseas. Brexit was a harbinger of the… Read More
Analyst Articles
Maybe there’s an investment message behind President Trump’s installation of gold curtains in the Oval Office. In the turbulent Trump Era, you probably can expect the emergence of “gold mania” among increasingly anxious investors. Now could be the time to hedge your portfolio with the yellow metal. Below, I examine… Read More
Worried about a trade war? Well, here’s at least one bit of encouraging news: Scottish-made haggis may soon come to a table near you. President Trump wants to lift the trade ban on British meat that’s been in effect since the “Mad Cow” epidemic in Britain in 1986 — and… Read More
American companies that are developing breakthrough technologies should get a big boost from President Trump’s tax and trade policies. To use one of our president’s favorite words, the investment possibilities will be… tremendous. In a recent meeting with the technology sector’s top leaders, Trump proclaimed: “I’m here to help you… Read More
While I was having dinner at her house over the MLK holiday weekend, my sainted mother started to fret about likely cutbacks this year to Social Security. My mom is a professional hand-wringer, but her anxiety isn’t always misplaced. In the case of Social Security, she’s right to worry.Social Security… Read More
When the advertising professionals of the pre-digital age roamed the halls of Madison Avenue, the technological tools for businesses to connect with customers were a tiny fraction of what’s available today.As depicted by the hard-drinking, chain-smoking character Don Draper in the TV show Mad Men, these ad execs used Nielsen… Read More
Nobel Laureate Bob Dylan, the man credited with first giving marijuana to The Beatles, sang back in the 1960s: “The times they are a-changin’.” That’s sure true when it comes to pot.During my rebellious teenage years in the Nixon Era, if you had told me that marijuana would become legal… Read More
As it approaches its eighth year, the aging bull market is in danger of sputtering to a halt. And our readers seem to know it.Yesterday, I found this simple question in my email inbox: “Where is a safe place?” — Barbara D.Barbara, the ever-rising market appears to be running on… Read More
In a famous Monty Python sketch, a customer who bought a “Norwegian Blue” parrot brings the clearly dead bird back to the pet shop for a refund. The shopkeeper argues that the parrot isn’t dead… it’s merely “resting.”As the post-election rally fades, is the aging bull market on its death… Read More
As part of a long-term investment strategy, real estate can serve as a portfolio diversifier and inflation hedge. But if you make poor decisions, real estate can put you in a very deep financial hole that lasts for years.Case in point: This past weekend, I found myself watching on Netflix… Read More