Archive for October, 2013

Current Market Situation

There is so much in the news right now, most of it about the impending debt ceiling crisis. Most of what you read, hear, and watch is sensationalized (in my opinion), so in this quarter’s video I basically dissect where we are right now, paying attention to the data points that I think are relevant. Being the contrarian I am, I also address some common, assumed facts or assumptions that I simply don’t believe. A longer than normal video, but let me conclude by saying I’m still optimistic, and not freaked out (unlike pundits on TV). Click on my video ... Read More

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ADV and Privacy Notices

I recently updated my Form ADV with the State of Colorado due to bringing in a business partner. In a future newsletter, I’ll highlight him and share with you a little more about how he complements my business and what I’m doing for you. What is an ADV you ask? It’s a form and brochure that describes what Generosity Wealth Management is, who I am, and how we do business. If you would like a copy, please click on the link below. For your reading pleasure, I also have included links to my privacy notices. How exciting is all that? ... Read More

Federal Reserve Comments in 2013

As I mention in my video, the price of bonds (in general) have decreased causing yields to increase. The above graph shows comments from the Fed which has led so many people to have speculated they’d cut back on the bond buy back. As of last month, the Fed Chairman has stated the bond buy back will stay in place. For more graphs and a discussion, here’s the full article. Full Article and Graphs   Read More

Who Owns Our Debt

There’s a perception China owns all of the Treasury Bonds, but they actually own less than 10%. The biggest single owner of US Federal Debt is the Federal Reserve Bank. The above graph shows foreign holders of our debt. Who Owns Our Debt   Read More

The Hobbit 2: The Desolation of Smaug

If you don’t know my wife and I are huge Lord of the Rings and Hobbit fans, then we’re new friends or you’ve not been paying attention. It’s now October, and for the next 2 months you’re stuck hearing from me about the December 13th opening of the 2nd movie in The Hobbit trilogy. Is this a big deal? Duh……… Read More

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