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

Bob's Blog on Retirement & Beyond

Is Manufacturing Overheating?

August 2, 2018

Only a few years ago, manufacturing was in a deep recession. That primarily was due to the bear market in commodities, especially energy. But commodities have bounced back, and so has manufacturing. As this article explains, recent surveys indicate that the manufacturing sector might be too hot. Capacities are strained, and there are increasing backlogs. […]

A Case For Blockchain

August 2, 2018

In this article, an investment pro explains how he spent a lot of time understanding blockchain technology. That led him to leave the staff of a top hedge fund firm to start his own firm focused on investing in blockchain products. He says blockchain technology is the future. I spent hundreds of hours down that […]

Did China Miscalculate On Trade?

August 2, 2018

This article argues that we’re in a trade conflict with China now because China might have miscalculated. Chinese leaders believed the U.S. administration was bluffing about imposing tariffs and other trade restrictions and that all talk about conflicts was simply for show to influence the midterm elections. Sources and observers told the South China Morning […]

Is The Market Making A Top?

August 1, 2018

Doug Kass of Seabreeze Partners says it looks to him like the stock market is in the process of making a top. He says it is important to recognize that a market top is a process, not a discreet point in time. He points to a range of factors that indicate there’s more risk than […]

The Rise of Gold Bears

August 1, 2018

This article points out that hedge funds have aggregated a record short position against gold, betting its price will decline. Gold often moves in the opposite direction of the dollar, so it’s not a surprise that big investors want to sell gold short as the dollar is rising. But this is one of the biggest […]

Pay Raises Accelerate

August 1, 2018

Wage increases have been slow to increase since 2008. But they accelerated over the last 24 months and now are growing at their fastest rate since the financial crisis. This article reports the good news, but the rate of increase still is well below wage gains typical of the late stage of an economic cycle. […]

Tax Reform Snares Ex-Pat Entrepreneurs

July 31, 2018

The Tax Cuts and Jobs Act had a couple of provisions designed to keep U.S. businesses from stockpiling their profits outside the U.S. It’s a good deal for large companies. They get to bring their profits back to the U.S. at a much lower tax cost than before. But it looks like a bunch of […]

When To Paydown A Mortgage

July 31, 2018

Retirement Watch readers should already know how to analyze the issue, but this article is a good presentation of the issues and how to decide on the best use of your money. The key question to ask when weighing mortgage paydown is what you’d do with that money instead. Can you earn a higher return […]

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