Financial Wanderings

2016 Newsletters

November 2016

  • A little Trump, a lot of economy

  • Donald Trump and the stock market

  • OPEC deal

  • Probably a Mountain or a Lake

October-ish 2016

  • What could the presidential election mean for the markets?

  • An elegant solution

  • Higher interest rates could be a good thing

  • Probably a Mountain or a Lake

September 2016

  • Can consumers keep consuming?

  • All eyes on the Fed

  • Don’t forget about Europe

  • Probably a Mountain or a Lake

August 2016

  • Arguing against myself, and winning?

  • Thank you firefighters, how’d you do that?

July 2016

  • Why it did what it did

  • Are we headed for stagflation?

  • Supply and demand: The Best (and worst) argument for stocks

  • Probably a Mountain or a Lake

June 2016

  • Why it did what it did

  • The NOT Surest Bet Ever

  • Brexit Bites

  • Probably a Mountain or a Lake

May 2016

  • Why it did what it did

  • If _________ wins the Presidency, will the markets crash?

  • Interesting items indubitably involving inflation

  • The glass is 2/3rd’s full

April 2016

  • Why it did what it did

  • Please throw away your vote!

  • The Fed is the only game in town

  • Begrudgingly backing the Fed

  • Probably a Mountain or a Lake

March 2016

  • Why it did what it did

  • The link between jobs and “productivity”

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

  • Probably a Mountain or a Lake

January 2016

  • What in the __ is Happening?

  • Both Sides of Deflation

  • No, Congress isn’t Taking Away Billions in Social Security Benefits

  • The Rising Dollar Matters Too

  • Probably a Mountain or a Lake