Post Tagged with: "stocks"

Companies We Are Watching

Here are some of the companies we are watching for possible investment, or that we have already invested in. Broken down into convenient lists, including sustainable growth and dividend collectors. Register for access.

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2021 Outlook

Each year I write my “futile forecasts” for the coming year. The idea behind “futile” is that most forecasting gets looked at the wrong way. It’s not about getting some number right at the end of the year It’s about navigating change. Register for access.

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Quarterly Outlook & Game Plan (April 2020): Coronavirus, The Economy And Investing

Summary Structural slow growth was met by a cyclical slowdown and then whacked by the biggest economic shock in modern history. There are more economic shoes to drop and a second wave of Coronavirus is the most dangerous risk. Helicopter money came early as it was necessary to fend off a collapse. I suspect the helicopter money will propel a high growth period in the early to middle 2020s. Stocks are overvalued and investors are over zealous, there is likely […]

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Coronavirus And Asset Allocation Update

The Coronavirus Covid-19 is a human tragedy that is likely to hit the United States imminently. All of our hearts bleed for those affected and we wish for the best possible health outcomes. If you are up to date in reading my 2020 Outlook & Game Plan: Navigating Overvalued Markets And Uncertainty, then you are aware that I was cautious coming into 2020. Among things I was concerned about was “an early bought of volatility akin to early 2018.” Coronavirus […]

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Bluemound Investment Strategies

Asset allocation is at the heart of successful risk management and investing. If you avoid the worst parts of the economy, research demonstrates that you can materially reduce risk and improve performance. Bluemound Asset Management, LLC offers five core investment strategies. Each asset allocation is designed for different types of investors. After a complete review, Kirk and you will build a custom investment plan to fit your needs and goals. Here are the five core investment strategies Bluemound builds from: […]

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Freedom From OPEC Is Getting Much Closer

The price of producing solar and wind energy is now about equal to the price of gas and coal. This excludes all the clean-up and pollution costs of gas and coal. It is clear that the fossil fuel age has entered its end game.

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2010 A New Decade of Crossing Mountains

The Great Recession born of The Financial Crisis is lingering in many parts of America and the world. Investing will take perseverance and a forward looking approach. There will be more corrections, but we must try to use that volatility to our advantage. To that end, technology and eventually, clean energy, will be major secular trends to embrace.

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2009 Letter: 2008 Was A Whale of a Year

Beginning in 1999 and culminating in 2006, credit became very easy to attain.  Credit had in fact been pretty easy by historical standards since the middle 1980s, but in 1999 became very easy, and eventually, easy to the point of being silly in 2005 and 2006. There is enough blame to go around as to why credit loosened up to the point of absurdity, but in general it was the politicians, banks, investment banks, shadow banks and the Federal Reserve who are mostly at fault.

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