Financial Advice for Retirement, Social Security, IRAs and Estate Planning

Bob's Blog on Retirement & Beyond

Italy And The EU Play Chicken

November 6, 2018

Italy has a significant debt problem. The EU is telling the country to take significant actions to fix it, but Italy is resisting. This article describes the back and forth. The issue will be significant over the next 12 to 18 months. Italy is a much larger economy and has a lot more debt than […]

A Winning Year-End Stock Picking Strategy

November 6, 2018

You can select stocks by looking at fundamentals. Or you can look for tricks that help determine stocks. This article describes a strategy Merrill Lynch developed for year-end stock buying. It says to look for stocks being sold to harvest losses for year-end tax planning. Since 1986, stocks that fit the “tax-loss harvesting” criteria subsequently […]

Are Profits Peaking?

November 6, 2018

As I said in yesterday’s post, earnings growth is a major support for the bull market in stock. This article makes the case that earnings growth probably peaked for this cycle, and that could be bad for stock investors. The factors limiting earnings growth appear to be lining up. The key question for investors is […]

The Wage Growth Conundrum

November 5, 2018

Normally at this stage of the economic cycle, wages are rising rapidly. Most labor market numbers are at their best levels in 40 years or longer. Yet, wage increases are fairly modest by historic standards, though they are significantly higher than a couple of years ago. This article points out that after inflation, real wages […]

Why You Should Expect Stocks To Rally After The Election

November 5, 2018

Most people worry about stocks during mid-term election years and agonize about how policies might change after the election. But as this article shows, stocks typically do well after a mid-term election, regardless of the results. He went back to World War II, found all of the October closes in midterm years and tracked what […]

Are Home Builder Stocks Telling Us Something?

November 5, 2018

Stocks of home builders were declining long before the market indexes. They’re now down more than 40% from their highs in January. Does that tell us something about the broader market or economy? No, says Mark Hulbert. There’s no strong relationship historically between the performance of home builder stocks and other assets. I came up […]

Consumer Confidence Surges

November 2, 2018

Stocks are down. Bonds are down. The economy is slowing. But none of that phases consumers. Jobs are plentiful, and wages are rising. So, consumer confidence as measured by The Conference Board rose to an 18-year high. “Consumers do not foresee the economy losing steam anytime soon,” said Lynn Franco, Director of Economic Indicators at […]

AT&T vs. Verizon

November 2, 2018

The two leaders of the cellular telephone business are taking very different approaches to positioning themselves for the future when wireless phones will be a commodity business. This article highlights the difference between the two approaches. Telecom giants AT&T and Verizon are both pursuing a strategy that marries content and distribution. But they are taking […]

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