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

Bob's Blog on Retirement & Beyond

The George Constanza Portfolio

October 24, 2018

Investment managers do interesting things when the markets aren’t being kind to their strategies, which happens periodically to even the most successful investors. In this essay, Cliff Asness of AQR takes a look at what would have happened to a portfolio composed of the opposite of Asness’s portfolio. It’s interesting and entertaining. Asness is a […]

Interest Rates Start To Bite Auto Sales

October 24, 2018

It took a while for the Fed’s interest rate increase to start to effect the economy. But in recent months we’ve seen interest-rate sensitive sectors of the economy show some pain. Most recently, auto dealers are reporting slower sales. The dealers blame mostly higher interest rates, since most people buy vehicles with loans or leases, […]

Foreigners Buying Less U.S. Treasury Debt

October 23, 2018

The U.S. has financed its deficits for many years by selling a lot of bonds to foreign buyers, especially foreign central banks. The Wall Street Journal reports that throughout 2018 the percentage of new debt purchased by foreigners has decreased. That’s likely a reason interest rates have increased significantly since late 2017. The concern, of […]

Robert Shiller vs. Jeremy Siegal

October 23, 2018

The two academic economists had a joint appearance at a recent conference in which they gave their differing outlooks for stocks. They’ve contrasted sharply in recent years, but they near-term views are closer now as Siegal has become more cautious about stock prospects in the next year or two. Shiller pointed out that despite how […]

Jeremy Siegel Is Cautious About Stocks

October 23, 2018

Jeremy Siegal is a professor at the Wharton School and author of Stocks for the Long Run. He’s been bullish on stocks for a long time and urged buying during many recent down turns. But he’s taking a different view today. Siegal cites several concerns investors should have about stocks in 2019, but he doesn’t […]

Are We About To Have The Best Six Months For Stocks

October 22, 2018

This article presents research from the Stock Trader’s Almanac that indicate a bad market in October leads to strong market returns in the following months. I don’t put a lot of weight in these statistical and data mining efforts. But it’s an interesting presentation and one to factor into your strategy. Despite horrific happenings in […]

Digital Currencies Becoming Mainstream?

October 17, 2018

Two recent news items indicate that digital currencies are moving closer to the mainstream, despite the volatility and huge price decline in bitcoin coupled with a number of thefts from firms that were supposed to secure digital currencies. This item explains how an early mover in the digital currency exhcange Coinbase is moving to an […]

Jamie Dimon Issues A Warning

October 15, 2018

The head of J.P. Morgan Chase generally has been optimistic about the economy for a while. But he’s getting worried. Higher interest rates are only one of his concerns. He’s more concerned about trade conflicts and other geopolitical problems and controversies. He worries these could expand and derail economic growth. “So far, we still have […]

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