Archives for November, 2013

How to Find Safe Yields in an Interest-Rate-Sensitive World

While Mr. Bernanke’s policies have taken a toll on seniors and savers, his mere mention of the word “taper” last spring did us all a favor. It sent interest rates rising, bond and stock prices tumbling, and in the days that followed, the Fed went into damage control—quite a lot of hubbub for something the […]

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Zombies Make Dangerous Neighbors

On March 16, 2009, the Financial Accounting Standards Board (FASB), a private-sector organization that establishes financial accounting and reporting standards in the US, turned the stock market around and at the same time motivated banks to become the worst slumlords and neighbors imaginable. Most people believe accounting is conservative, the rules cut and dried. Accountants […]

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The Iranian Deal: What the Big Six Really Have to Gain

Over the weekend, the world changed. Officials from Iran made a deal with six countries (the US, Russia, China, England, France, and Germany)—in exchange for suspending the world’s sanctions on Iran, Iran will curb its nuclear weapons program. Though it’s only a six-month interim agreement for now, it’s an important first step toward bringing Iran […]

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Outside the Box: An Open Letter to the FOMC-Recognizing the Valuation Bubble in Equities

  In today’s Outside the Box, my friend John Hussman of Hussman Strategic Advisors addresses the members of the Federal Open Market Committee, the Federal Reserve committee that makes decisions about interest rates and national monetary policy. The Fed has been notoriously clueless about bubbles, particularly in the run-up to the Great Recession, and so […]

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Things That Make You Go Hmmm – Avenomics

  By Grant Williams   |   November 26, 2013   In 1853 the French romantic composer Charles Gounod wrote a melody that was especially designed to sit over the Prelude No. 1 in C Major written by Johann Sebastian Bach over a century earlier. He titled it (somewhat unimaginatively, perhaps) “Meditation sur le Premier Prelude de […]

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Thoughts from the Frontline: Game of Thrones-European Style

  In 2009-10 it seemed like this letter was all Europe all the time. There was a never-ending crisis from one corner of the Continent to the other. That time seems to have slowly faded from our collective consciousness, but the Eurozone crisis is not over, and it will not end quickly or soon. Even […]

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Can You Have Too Much of a Good Thing?

I have received numerous emails from subscribers asking about individual stocks and how much they should buy. While I am not licensed to give individualized advice, each time I read these questions, the experiences shared seem eerily similar to my own. , Back in 2008 many retirees had their CDs called in overnight. They had […]

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Hitch a Ride on This Supply Crunch

Can you name a commodity that’s currently in a supply deficit—in other words, production and scrap material can’t keep up with demand? How about two? If you find that difficult to answer, it’s because there aren’t very many. When you do find one, you might be on to a good investment—after all, if demand persists […]

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Hitch a Ride on This Supply Crunch

Can you name a commodity that’s currently in a supply deficit—in other words, production and scrap material can’t keep up with demand? How about two? If you find that difficult to answer, it’s because there aren’t very many. When you do find one, you might be on to a good investment—after all, if demand persists […]

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Fantasy Stocks for a Fantasy Market

They don’t ring bells at the top, but when a company called Fantex Holdings plans to sell shares in professional athletes and possibly actors and musicians, a chill should race up the spine of investors. You know this isn’t your grandfather’s market when a company pushing chicken wings (Buffalo Wild Wings) sells at over 40 […]

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