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

Bob's Blog on Retirement & Beyond

Understanding the Emerging Bubbles

March 15, 2011

I usually don”t cite John Hussman’s weekly essays in this blog. They should be part of you regular reading. I’m pointing you to this week’s comment, because it’s timely and important. Titled “Anatomy of a Bubble” the essay explains how bubbles are formed, with an emphasis on the history of the U.S. stock market. While […]

Getting to Deficit Reduction

March 15, 2011

I frequently encourage you to read John Makin’s monthly Economic Outlook essays on the American Enterprise Institute’s web site. His latest his no exception. Like me, Makin is concerned about what will happen to the economy once the monetary stimulus ends in June followed by a fading of the fiscal stimulus at the end of […]

Investing in a Different Bond Market

March 14, 2011

The long bull market in bonds that began in 1982 is over. Interest rates might not rise any time soon to the highs they received in the early 1980s, but for the most part they’ve reached their lows and probably will rise over the next few years. That presents big problems for traditional bond investors. […]

Seven Immutable Laws of Investing

March 10, 2011

It’s always comforting when an investment professional we admire issues a piece on investment principles that matches what we’ve tried to do with our recommendations. This recently occurred again when James Montier of GMO published his “Seven Immutable Laws of Investing.” You should read the entire piece (registration required). Here are his seven principles: 1. […]

Searching for Today’s Values

March 10, 2011

Earlier today I advised you to take a look at James Montier’s essay “The Seven Immutable Laws of Investing” on the GMO web site. The major part of the essay is rule 1: Always Insist on a Margin of Safety. In that essay Montier advises that in today’s markets, there is no investment with a […]

Still Lagging Housing Market

March 10, 2011

The economy is growing and has been since mid-2009. Corporate earnings and profit margins are strong. Even unemployment is starting to decline. Yet, the residential housing market still is in trouble. Instead of recovering, housing now likely is in a new downward leg. This time prices won’t drop as much as in the initial major […]

Exiting Treasuries

March 9, 2011

Bill Gross, of the PIMCO Total Return Bond fund, said he has eliminated all treasury bonds from the fund’s portfolio. For some time, various members of PIMCO have worried about the effect of U.S. government spending and the Fed’s QE 2 policy on U.S. interest rates. They worry rates will rise, reducing the value of […]

Predicting and Extending Longevity

March 9, 2011

A portion of the population always is searching for a fountain of youth, and as our population ages more people are looking for that secret. Scientists also are seeking the answer to longer life, and of course businesses that would like to profit from it are in the search. The “Longevity Project” was begun at […]

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