A client asked my thoughts on Sequestration and what I’m thinking/doing in both the short and long-term to prepare portfolios, so I figured I should throw my thoughts out there before tomorrow in case anyone else is wondering. Sequestration If it actually occurs, I’m actually a lot less concerned about the long-term investment implications now…
Sunspots & Food
Earlier this week, NASA observed a massive sunspot grow to 6 times the diameter of the Earth! Why should anyone other than space-loving nerds care? Because these are directly linked to solar flares which affect our atmosphere and climate. If you missed my earlier post on Sunspots and their 11 year cycle, you can check…
Update: Currency Wars
Yesterday, PIMCO’s CEO and co-CIO, Mohamed El-Erian, wrote an article on CNBC about the confusion surrounding comments from the recent meeting of the G-7 (the G-7 is a group of finance ministers from 7 of the largest industrialized nations, economically: the US, UK, France, Germany, Italy, Canada, and Japan). To sum things up, the G-7…
Stock Valuations & Perception
I would classify my approach to investing (and managing other’s investments) as a value investor. I’m always looking to cycle out of overvalued investments and into undervalued ones, in terms of my expectations of the economy and markets moving forward. If I can’t find decent value, contrary to most professionals in the financial industry, I…
Currency Wars Are Brewin’…
We may be on the verge of some serious currency wars! I guess this is what happens when you have fiat monetary systems that are easily controlled and manipulated by central banks. Heaven forbid we allow markets to work out freely. That would take too long and wouldn’t look good for the politicians. Let’s walk…
Energy
There was a great article on Bloomberg today (click here to read it) talking about the current Panama Canal expansion project. Yet another positive sign for the US energy industry. I really think this is going to be one of the biggest investment stories of this decade, not to mention hugely positive for the US…