Economy

At this point I want to say that I am not a registered financial advisor and, in fact, have no professional financial designation at all. However, I am logical when I look at trends emerging and so far my common sense has been rewarded. Here are my recommendations: Move More Into Cash. I am going […]

Now let me talk about another case study of how upside-down and backward things are as a result of government intervention.  I’m talking about the residential real estate market. Logically, it would seem appropriate that for home prices to rise, income would also have to rise for Americans. However, according to the Case Shiller 20 […]

As Americans, if we don’t start making changes in how our free economy is allowed to work, then we will see the entrepreneurial spirit that built America begin to fade. In some ways we are creating corporate oligarchs similar to Russia where the top 1% of the top 1% of the population control the economy […]

The bottom line is that the long term outlook for any economy with huge debt and over 50% of its population receiving entitlements is dismal. Big Government does not work and will not work.  We have lost the purpose of the US Constitution as big government is not what America is all about! America is […]

As I watch the Presidential debates, I don’t really see a plan from any candidate that can bring us out of the hole.  The biggest problem, which is our debt, cannot be solved by spending cuts or revenue increases alone. I am a former Canadian, yet even I know it was not the intention of […]

In this final newsletter of the year, I want to share my observations about some macro trends and macro developments that have already happened and that I see continue to happen, and how they impact us as investors. Although politicians don’t like to discuss the fact, we are currently in an asset bubble caused by […]