Archives for September, 2014

What Chimpanzees Can Teach Us about Convertible Bonds

In a renewed commitment to finally learn Spanish, one of my colleagues spent quite a bit of time this week awkwardly saying, “Qué es eso?” into the headset Rosetta Stone provides with its language learning programs. Translation: “What’s that?” Here in the US, the 10,000 or so people reaching retirement age each day often find […]

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Doug Casey: “There Is a Rogue Elephant in Your House”

One time when I was in Burma (now Myanmar), I spent a couple of days riding around the forest by elephant back. Elephants are a fine thing to have in the forest but, believe it or not, you have one living in your house with you. And you should do something about it now, before […]

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Thoughts from the Frontline: Europe Takes the QE Baton

  If the wide, wide world of investing doesn’t seem a little strange to you these days, it can only be because you’re not paying attention. If you’re paying attention, strange really isn’t the word you’re probably using in your day-to-day investing conversations; it may be more like weird or bizarre. It increasingly feels like […]

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Why There’s Just One Convertible Bond Fund You Should Hold Now

It might as well be July in San Francisco. There’s fog about why any investor would want to hold convertible bonds in her portfolio, and I’m here to clear that fog away. Their yields aren’t high, their credit ratings often look shaky, and the bonds themselves are quite hard to understand due to their hybrid […]

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Outside the Box: What does a “good” Chinese adjustment look like?

  People of privilege will always risk their complete destruction rather than surrender any material part of their advantage. Intellectual myopia, often called stupidity, is no doubt a reason. But the privileged also feel that their privileges, however egregious they may seem to others, are a solemn, basic, God-given right. The sensitivity of the poor […]

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How is Doug Casey Preparing for a Crisis Worse than 2008?

He and His Fellow Millionaires Are Getting Back to Basics Trillions of dollars of debt, a bond bubble on the verge of bursting and economic distortions that make it difficult for investors to know what is going on behind the curtain have created what author Doug Casey calls a crisis economy. But he is not […]

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Gold: No Longer a Safe-haven Asset?

Obama and Bernanke Saved the Economy! Hooray! By Jeff Clark Almost every day we are told the economy is improving. Whether it’s the government or Goldman Sachs, the message is the same: things are getting better. If you look at headline measures like declining unemployment and a rebound in GDP, one might nod along in […]

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I Didn’t Believe the IRS Anyway

Lois Lerner’s emails are back from the dead—sort of. The former IRS official’s BlackBerry, however, is still long gone. The IRS intentionally destroyed it in June 2012 (after congressional staffers interviewed Lerner about the IRS targeting conservative groups) as the Deputy Assistant Chief Counsel acknowledged in a recent sworn declaration. We’ve all met someone we […]

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Thoughts from the Frontline: Growth

  “It’s said that power corrupts, but actually it’s more true that power attracts the corruptible. The sane are usually attracted by other things than power.” – David Brin in The Postman “For every good idea, ten thousand idiotic ones must first be posed, sifted, sniffed, tried, and discarded. A mind that’s afraid to toy […]

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