Jeffrey Pfeffer, professor of organizational behavior at Stanford Graduate School of Business, published a study of behavioral patterns dealing with uncertainty. His paper is entitled Intertemporal Uncertainty Avoidance….
The Federal Reserve (FED) ended quantitative easing (QE) in October 2014. It is expected they will begin to sell the bonds they acquired during the QE programs in the fourth quarter (tapering). The FED is not the only bank in this global town….
The price of money impacts the value of almost every major asset. Excessively low priced money can create asset bubbles like we saw in 2000 with technology stocks or in 2007 with home values. The Federal Reserve manipulates the price of money to influence inflation rates, job growth and economic output….
The U.S. stock market is near all-time highs. Bond analysts continue to predict rising interest rates – declining bond values. Geopolitically, there seems to be heightened levels of instability and uncertainty. What should I do now as an investor?…
There is a time to reap and a time to sow. Investing is a thoughtful activity. If you don’t have an investment thesis that is the output of a sound investing process, then don’t invest. It’s that simple. During times when your disciplined investment process shows positive expected returns, invest (sow)…
When analyzing growth companies, a good analyst knows direction. Is the direction up or down? As long as the fundamentals remain solid, a good analyst will stay with a positive recommendation through both up and down price volatility. The surprise to investors and analysts is often not direction but how far prices run before the[…]
Trump is on the way out. He may be voted out of office on November 3, 2020. We know that after the election on November 5, 2024, Trump will be gone for sure. It is possible Trump leaves office sooner than this previously scheduled election dates…Delta Wealth Adviser20170519
The strength of economic expansions has been slowing the past 70 years. The glory days of 5%-plus growth in the 1950s and 1960s are a distant memory. The flattening of the world (read more global competition), slowing productivity growth, and crowding out by the growing share of social benefits and entitlements are just a few[…]
Let’s assume you have to pick one of the options below: A. 100% likelihood of running out of money ten years into retirement, or B. 70% chance of losing 30% of your money in the next five years but a good chance of not running out of money in retirement for at least twenty plus[…]
Every week for the past thirty years, the American Association of Independent Investors (AAII) surveys its membership to measure if investors believe the stock market will be higher (Bullish), the same (Neutral) or lower (Bearish) over the next six months. With the exception of the two and half weeks following the presidential election, investors have[…]