Jan 12, 2011 | Market Commentary , Videos
This week is my annual 2010 review and 2011 preview.
I start out by talking about what I got right and wrong from my 2010 preview 12 months ago (you mean I’m accountable?)
I then talk about reasons to be bullish countered by reasons to be bearish on 2011.
I conclude my video with specific actions I’m taking with my clients. This includes
* What I’m doing with my bond exposure
* How I’m allocating amongst large cap, mid cap, and small cap
* What I’m watching as an indicator of market health
* What sector I like for a long term buy over the next decade
This is my 2011 action item video. While I want you to watch all of my videos that come out each week, if you can only watch one then this is the one.
VIDEO
Nov 11, 2010 | Banking , Interest Rates , Monetary Theory , Taxes , Videos
What’s the difference between Fiscal and Monetary policy?
It seems like discussions about these 2 similar, but very different, topics are forever getting confused.
If you’re worried about taxes, deficits, and the debt, is that a fiscal or monetary issue?
I want you to know the difference so you’re the smart one at the cocktail party discussion.
VIDEO
Sep 23, 2010 | Asia , Banking , Europe , Interest Rates , Monetary Theory , Taxes
here ) I mentioned I forecast the 3rd quarter would be up. That’s proving to be a great move (if I do say so myself).
But what makes me nervous?
This article sums up a lot of my feelings.
Does that mean I’m bearish for the 4th Quarter?
I guess you’ll have to wait until my 4th Quarter preview in a couple of weeks to find out.
Click on this link for FULL ARTICLE
Sep 23, 2010 | Banking , Bonds , Personal Finance
This is something to celebrate, right? People are paying off their debt, right?
Wrong. It is almost scary how closely the decline in US Household debt correlates with the charge-offs of mortgage and consumer loans.
People are defaulting, not paying them off.
Click for FULL ARTICLE HERE
