Two new select asset management strategies
After 8 years as an independent advisor, I am adding two management strategies to my current offerings. In addition to the four asset allocation models, I am offering a global natural resources strategy and a select nation strategy. The natural resources strategy will invest in companies all over the world that deal with natural resources, including metals, energy, agriculture, and any other natural resource. The select nation strategy will invest in country specific ETF’s based on a number of criteria, including transparency,...
read moreCapital Markets
As of noon today, the equity markets are slightly up and oil is slightly down. This is a positive development for the capital markets, which I hope will continue. While recently oil and equities have been moving in the same direction, historically there is a negative correlation between the two. The lower oil prices, the more money consumers have to spend in the US and the lower the input price for most manufactured goods as energy is a large component of price, keeping prices down without hurting profit margins for companies. I hope...
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So, financial regulation is in the process of passing. Most people are not happy with it. The problem with what will shortly be the new financial reform law is that it does nothing to avoid a recurrence of the most recent financial crisis. Even worse, it punishes the good businesses and rewards the bad. Small and mid-size banks had nothing to do with the financial crisis, yet they carry a regulatory burden and financial requirements that make operating difficult. The big banks will have smaller capital requirements and can handle the...
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