Archives for July, 2014

The TRUTH about China’s Massive Gold Hoard

I don’t want to say that mainstream analysts are stupid when it comes to China’s gold habits, but I did look up how to say that word in Chinese… One report claims, for example, that gold demand in China is down because the yuan has fallen and made the metal more expensive in the country. Sounds reasonable, […]

Read the rest of this entry »

Thoughts from the Frontline: GDP: A Brief But Affectionate History

  “Measurement theory shows that strong assumptions are required for certain statistics to provide meaningful information about reality. Measurement theory encourages people to think about the meaning of their data. It encourages critical assessment of the assumptions behind the analysis. “In ‘pure’ science, we can form a better, more coherent, and objective picture of the […]

Read the rest of this entry »

Thoughts from the Frontline: GDP: A Brief But Affectionate History

  “Measurement theory shows that strong assumptions are required for certain statistics to provide meaningful information about reality. Measurement theory encourages people to think about the meaning of their data. It encourages critical assessment of the assumptions behind the analysis. “In ‘pure’ science, we can form a better, more coherent, and objective picture of the […]

Read the rest of this entry »

Beware of Flashy Stock Repurchases When The Market Is on The Rise

Retail giant Bed Bath & Beyond just announced plans to buy back another $2 billion in shares, which the company will start doing after it completes its current share repurchase program. You’ve seen it before: Press releases emphasize that buybacks return value to shareholders, analysts sometimes rely on repurchases to spot a stock to write […]

Read the rest of this entry »

Outside the Box: Hoisington Investment Management: Quarterly Review and Outlook, Second Quarter 2014

  This week’s Outside the Box is from an old friend to regular readers. It’s time for our Quarterly Review & Outlook from Lacy Hunt of Hoisington Investment Management, who leads off this month with a helpful explanation of the relationship between the US GDP growth rate and 30-year treasury yields. That’s an important relationship, […]

Read the rest of this entry »

Kill Peter Pan: How to Make “Home” Unwelcoming In a World Where 26 Equals 18

My youngest son, who is now in his 50s, asked me what it felt like when all the children left the nest. I thought for a moment and said: For my entire adult life, I’d driven a boat down a clearly marked narrow channel. I had to stay between the markers in order to provide […]

Read the rest of this entry »

Rock Concerts, and How to Find On-Sale Stocks to Fuel a Rock-Star Retirement

Have you ever wondered what really happens behind the scenes at a rock concert? My good friend Stew is a top audio engineer—you know, the guy who wears thousand-dollar headphones and stands below the stage manning dials at rock concerts the world over. I shadowed him backstage a handful of times, and the scene was […]

Read the rest of this entry »

Outside the Box: Poverty Matters for Capitalists

  Having taken Thomas Piketty to the cleaners a few weeks back (see “Gave & Gave … and Hay”), Charles Gave now redresses the balance with regard to the issue of economic inequality in today’s Outside the Box. He makes a forceful case that “poverty matters for capitalists”: Every US recession that I can recall […]

Read the rest of this entry »

Thoughts from the Frontline: Central Bank Smackdown

  Smackdown: smack·down, ˈsmakˌdoun/, noun, US informal 1.  a bitter contest or confrontation. “the age-old man versus Nature smackdown” 2.  a decisive or humiliating defeat or setback. The term “smackdown” was first used by professional wrestler Dwayne Johnson (AKA The Rock) in 1997. Ten years later its use had become so ubiquitous that Merriam-Webster felt […]

Read the rest of this entry »

Why Seattle’s Minimum Wage Hike Matters to Seniors

The US is gearing up for mid-term elections this November 4—so much so that Rolling Stone announced the relaunch of the “Rock the Vote” campaign last month (according to one of the younger members of my team). And just like clockwork, minimum wage is making headlines again too. It’s déjà vu all over again. At […]

Read the rest of this entry »

Page 2 of 3:« 1 2 3 »
s2Member®