Google Alerts

November 5, 2011

I do not have a Facebook or Twitter relationship with more than half of my clients.  This means I do not get updated with respect to their […]

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The Stress of Giving Financial Advice

November 4, 2011

When you are in training to be a financial advisor, they don’t tell you something very important.  Being a steward of other people’s money is stressful.  Telling […]

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Pre-Crash Technology Companies

November 4, 2011

On the way home, I saw a Hummer slam on its breaks to avoid hitting the little car in front of it.  Got me thinking, with everyone […]

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The truth as I know it

October 20, 2011

I’ve been in production for 80 days. 80 full days, mind you. I’m including today. I started this blog before I was even in production. I started […]

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What I thought this blog was about…

October 17, 2011

WHEN I STARTED THIS BLOG, THIS IS WHAT I THOUGHT IT WAS ABOUT, AND, CONSEQUENTLY, WROTE IN THE ABOUT PAGE… By and large, this blog is about […]

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Model Portfolio

October 3, 2011

A portfolio for maximum return with minimum risk over the next 3-5 years.  Inception 10/1/11. Cash – 8% UUP – 12%, $22.31 REZ – 11%, $38.78 TTRZX […]

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Falling Commodities and Slowing China

September 25, 2011

While everyone talks about Europe and slowing US GDP, the market is reacting to China.  See commodities. The S&P GSCI, a measure of 24 commodities fell 8%.  […]

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Lesser Depression or Great Recession

September 22, 2011

What’s the difference?  And if this is a depression, how is it known that this is a “lesser” depression? Unfortunately, Joe and Jane Public care about nomenclature. […]

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Netflix is just a cable company

September 15, 2011

Netflix is just a cable company, without the cable. They aggregate content. Forget the ridiculous dvd’s model. For the future, digital delivery is the only thing that’s […]

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Mauldin, the EU, and the credit crisis

September 15, 2011

I reread John Mauldin’s piece on a possible coming credit crisis.  I read it on Cullen Roche’s pragcap, where I read much of what I process.  I […]

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