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IN THIS ISSUE: The Commercial Real Estate Bust 2.0 Why This Real Estate Bust Is Different Who Will Refinance $3.5 Trillion in CRE? REITs & ETFs to the Rescue? Conclusions: Look Before You Leap Introduction In my September 29 E-Letter , I wrote extensively about the looming crisis in the commercial...
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IN THIS ISSUE: 3Q GDP Report - Was It Really Better Than Expected? What Else Was Missing in the 3Q GDP Report? Worker Productivity Surges to Six-Year High Latest Unemployment Numbers Not Encouraging Roubini - Too Many People Are "Short" the Dollar Introduction When the government announced...
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IN THIS ISSUE: Third Quarter GDP Surprises on the Upside Why Investor Returns Can Trail the Market The 2009 Dalbar QAIB Study Update Investor Panic Leads to Poor Decisions A Chink in Passive Investing’s Armor? Same Study – Different Conclusions Introduction Since late 1994, studies have shown...
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IN THIS ISSUE: Overview of Recent US Economic Trends Snapshot of the Latest Economic Data Fed's "Beige Book" Sees Modest Improvement Unemployment: The 800-Pound Gorilla in the Room Conclusions - Storm Clouds on the Horizon Eyes around the world are intently focused on this Thursday's...
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IN THIS ISSUE: Most Americans Are Dollar Indifferent/Oblivious How the Dollar Became the Reserve Currency Long-term Swings in the US Dollar's Value Global Calls for Reserve Currency Replacement Editorial: The "Dump-the-Dollar" Conspiracy Conclusions – No Change Likely Anytime Soon...
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IN THIS ISSUE: West Discovers Secret Nuclear Facility in Iran Iran Much Closer to Nukes than Previously Thought Russian Scientists Said to be Helping Iran Build Nukes Introduction Several very disturbing geopolitical revelations over the last two weeks regarding Iran and its possible nuclear weapons...
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IN THIS ISSUE: Ball of Confusion The Gloom-and-Doom Argument Damn the Torpedoes, Full Speed Ahead! Is the Market Defying Gravity? What You Should be Doing Introduction The cover of the October 5, 2009 issue of Business Week magazine summed up the current dilemma for stock market investors perfectly....
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In This Issue: The Economy Continues to Improve Slowly Plunge in Commercial Real Estate Values More Trouble Ahead for the Banks Glut of Commercial Mortgage-Backed Securities Personal: Thinking Wrong, But Getting It Right Introduction There is broad agreement that we have seen the worst of the recession...
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In This Issue: Reactions to the President's Healthcare Speech Omissions & Falsehoods In President Obama's Healthcare Speech A Re-Run of Clinton Nationalized Healthcare? Conclusions - So What Should We Think Now? Introduction President Obama addressed a rare joint session of Congress on September...
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IN THIS ISSUE: "Junk Bond" Basics High-Yield Bond Whitepaper by Steven D. Landis, CFP Is the Party Over for 2009? Introducing the Columbus High-Yield Bond Program Performance Evaluation Conclusions Introduction High-yield bonds, or "junk bonds" as they are widely known, have become...
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IN THIS ISSUE: The Economy - More Signs of Recovery Is the Recession & Credit Crisis Over? Obama Adds $2 Trillion to Debt Forecast Economic Assumptions Still Too Optimistic What in the World Are They Thinking? Do They Want Control Even If It Ruins The Economy? Introduction In my June 16 E-Letter...
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IN THIS ISSUE: An Alter-Ego on the Internet The Late Gary C. Halbert My Background and Qualifications Halbert Wealth Management, Inc. The Forecasts & Trends E-Letter Conclusions - Don't Forget the "D" Introduction Since hundreds of thousands of new subscribers come onboard my Forecasts...
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IN THIS ISSUE: Economic Signs of Improvement Fed Vows to Keep Rates Low Market Comments from John P. Hussman, Ph.D. Conclusions Introduction We have seen some encouraging economic news in recent weeks, and President Obama and his cronies in the mainstream media have declared that the worst recession...
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By Mike Posey IN THIS ISSUE: Target-Date Funds 101 Advantages of Target-Date Funds Criticisms of Target-Date Funds The Feds Come Down on Target-Date Funds Buy-and-Hold on a Stick Introduction Target-date mutual funds are a fairly recent entry into the mutual fund field, having been first introduced in...
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IN THIS ISSUE: Finally, Some Good News For The US Economy More Insights From The Latest GDP Report Media & Obama Declare The Recession Is Ending Consumer Spending Is Still The Key 100+ Hedge Fund Managers Offer Their Predictions Introduction The Commerce Department announced last Friday that the...