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Category Archives: Uncategorized
Strategists’ Unnerving Unanimity Suggests Rising Volatility, but We Stay Positive as Investors Reach for Yield
It is getting harder to forecast the direction of the stock market. A year ago there were still plenty of bears around and we expected the market to rise as cautious strategists, one by one, threw in the towel. Investors … Continue reading
“If you like your current plan and doctor, vote Republican” – 13 Reasons Why ObamaCare Will Be Repealed
That is not a bold prediction, just common sense. To address a limited problem—40 million people lacked health insurance, often by their own choosing—the ACA screwed up the entire U.S. health insurance and healthcare systems, severely damaging the economy in … Continue reading
Posted in Uncategorized
Tagged 204 election, ACA, inequality, Obamacare, repeal of Obamacre
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How Yellenomics May Blow an Asset Bubble
I recently explained why we were in Stage One of a secular bull market – the stage, comparable to the early 1950s and early 1980s, when bears capitulate and investors begin to embrace equities. In the second stage stocks continue … Continue reading
Will the Ivy League Rescue Obamacare?
President Barack Obama has no more ardent and loyal fans than the faculty and staff of Ivy League universities. According to Fox News, 98% of their donations in the 2012 presidential election went to Obama. (Thank goodness for diversity initiatives!) … Continue reading
Much Further to Run in this Bull Market
The stock market is getting a little scary. Having climbed the proverbial “wall of worry,” will it fall off the cliff of complacency? The short answer is definitely yes — but probably not for a few years, if not longer. … Continue reading
Obamacare Hits the Fan – and Creates a Stock Market Bubble?
Obamacare could create a stock market bubble because it will restrain job growth and prompt the Fed to maintain super-easy monetary conditions despite an improving global economy. The law was conceived in deception. Never just a way to procure health … Continue reading
Cruz Control: Going for Growth
The YouTube video was titled “Ted Cruz Bashes Obamacare and Talks ‘Single Biggest Lie in Politics.’” I expected the Senator’s Iowa speech to be another acrid diatribe, cogent but predictable, against Obamacare and an out-of-touch Congress that foisted this absurd … Continue reading
Posted in Uncategorized
Tagged deregulation, Jamie Dimon, Obamanomics, Poverty, Reagan economy, Ted Cruz
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SEC Charges HHS and Kathleen Sebelius for Botched Rollout of Affordable Care Act
FOR IMMEDIATE RELEASE 2013-207 Washington D.C., Dec. 30, 2013 — The Securities and Exchange Commission today charged the U.S. Department of Health and Human Services and its Head, Kathleen Sebelius, for their roles in the botched rollout of the Affordable … Continue reading
Create Your Own Conglomerate, Part Deux
Back in June I argued investors should create their own conglomerate by assembling a diversified portfolio of high quality companies. Michael Crook of UBS provides a potent factoid validating this strategy. He calculates: “After accounting for inflation, $100 invested in … Continue reading
Cali-Cultural Advantages
In the movie Annie Hall neurotic comedian Alvie Singer (Woody Allen) says, “I don’t want to move to a city where the only cultural advantage is being able to make a right turn on a red light.” You can’t stop … Continue reading
Posted in Uncategorized
Tagged California, California regulation, Pacifica, San Francisco homeless, Starbucks, Wells Fargo, Woody Allen
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