ARTICLES / WHITEPAPERS
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Investment Commentary: First Quarter 2012
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Taming the U.S. Budget Beast - We’ve Done it Before
As the decade following World War II showed, modest economic growth and moderate inflation can significantly reduce the debt to GDP ratio if we can reign in deficits.
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Chinese Consumers Pay and Pay: Perplexities of China, Part 3
The price of hyper economic growth has been paid by Chinese consumers in three principal ways that do not appear likely to change.
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Investment Commentary: Fourth Quarter 2011
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Canada’s Redemptive Decade - Lessons for the United States
In spite of decades of debt, Canada is in better fiscal condition than most other developed countries. How did Canada do it, and what can the United States learn from our northern neighbor’s experiences?
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GDP - Not All It’s Cracked Up to Be
This article will explore how the United States measures economic growth, the shortcomings when using GDP to measure economic strength, and whether it should matter to anyone who is not an economist.
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Investment Commentary: Third Quarter 2011
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The Natural Gas Revolution
How George Mitchell revolutionized the natural gas industry and dramatically improved the U.S. energy outlook.
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Tocqueville Got It Right – Quality Matters: Perplexities of China, Part 2
A look at the qualitative factors that will shape the future in China.
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Investment Commentary: Second Quarter 2011
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An Old “New Story” Draws Closer to the Climax: Perplexities of China, Part I
A look at China’s growing economy in contrast to that of the U.S.
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Time Arbitrage: A Powerful Edge for Investors
What is time arbitrage and how does it work?
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When Buying Low is Actually Buying High
Knowing where we are in the interest rate cycle and how this affects bond investments is key.
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Investment Commentary: First Quarter 2011
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Economic Data and the Disciplined Investor
How investors should respond to daily data overload.
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Roth IRA Conversion: Now May be the Time
Special opportunities for Roth IRA conversions and whether they are right for you.
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Emerging Markets
Overseas opportunities for growth and investment returns.
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Proaction After Reaction
Getting back into the stock market if you sold out during the recession.
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Fed Policy: What it is and How it Works
How the Fed plays a role in our economic lives.
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The Next 100 Years
An interesting historical geopolitical perspective on the next 100 years from the book written by George Friedman.
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Economic and Investment Implications of the Tax Compromise
How lower taxes from the tax compromise will impact the markets and consumers now and in the future.
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Human Alpha vs. Portfolio Alpha
How you impact your excess returns.
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“Chicken Little” Investing was a Killer
Pessimism can be a costly long-term position.
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Investor Returns vs. Investment Returns
The success of a portfolio can be highly dependent upon investor behaviors.
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Perilous Times for Real Estate
Insights on the changing real estate market.
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Yard Work and Investment Management
Trusting experienced professionals to do certain tasks, from yard maintenance to investing, can be more beneficial the doing them yourself.
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Alternative Investment Strategies
An overview of alternative investments and how they are used to reduce risk in a diversified portfolio.
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Growing Grapes Isn’t Easy
Key fundamentals to growing grapes and a healthy investment portfolio.
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Unemployment in Uncharted Territory
How unemployment is measured and what it means to our economy.
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Implications of the Presidential Cycle
The election cycle and how it’s various phases have historically impacted the U.S. stock market.
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Margin of Safety, Expanded
Keeping enough liquidity and low volatile assets is necessary in up and down markets.
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China: After the Olympics
How the 2008 Olympics impacted China’s path moving forward.
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The Probable, the Possible and the Likely
A discussion of what could possibly go wrong versus what will probably go right with the U.S. economic recovery and stock market.
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Dollar Difficulties
What factors impact the U.S. dollar and how this affects the stock market and U.S. economy.
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Investing in Commodities
Commodities: one alternative asset in a diversified portfolio.
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The Dangers of Dabbling
Investments are not the place for the novice dabbler.
