Financial Wanderings

2015 Newsletters

December 2015

  • The Year in Review

  • Probably a Mountain or a Lake

November 2015

  • Why it did what it did

  • Wages finally rose, but don’t get used to it

  • What’s the value of a financial advisor?

  • Probably a Mountain or a Lake

September 2015

  • Why it did what it did

  • Maybe the Fed is smart

  • Maybe the Fed is paralyzed

  • Probably a Mountain or a Lake

August 2015

  • It’s China’s Fault

  • Should we root for China to fail or succeed?

  • Probably a Mountain or a Lake

July 2015

  • A little dose of perspective

  • The Great Wall of worry – Part ?

  • Two bad things about our employment

  • Probably a Mountain or a Lake

June 2015

  • The markets slipped on Greece

  • Skunks are bold (and something about Iran)

  • The S&P quarterly winning streak is over

  • Congress and the fiduciary standard-this one is SO easy

  • Probably a Mountain or a Lake

May 2015

  • Why’d it do what it did?

  • GDP is dumb

  • Ten positive quarters in a row?

  • I ain’t scared of rising rates (well, maybe a little)

  • Is it finally time to be scared of bonds?

  • My favorite places

April 2015

  • Why’d it do what it did?

  • How to never pay taxes on your investments

  • Apple and random small countries

  • China’s stock market is on fire

  • I’m not a “numbers guy”

  • The Goldilocks economy

March 2015

  • Why’d it do what it did?

  • Do you remember that time when America’s credit was downgraded?

  • Corporations still have gobs of cash

  • This world has never seen rising interest rates

February 2015

  • Russell Wilson, Rick Perry, and Unemployment

  • Breaking news

  • Arguing with Mark Cuban – Are we in a tech bubble that’s worse than in 2000?

  • Arguing with Warren Buffett – Don’t mess with Lebron

  • Wal-Mart raises wages – Woohoo?

  • Happy Birthday to the bull market

  • Probably a Mountain or a Lake

January 2015

  • Why’d it do what it did?

  • What’s the deal with oil?

  • Probably a Mountain or a Lake