The Psyche of the American Consumer The Consumer Weakens The Paradox of Thrift An Economic Blue Screen Of Death Those Wild And Crazy Analysts London, Stockholm, Malta, and Becoming a Grandfather This week I am in California giving two speeches to the Financial Planning Associations of San Diego and Orange...
Introduction This week in a Special Outside the Box, George Friedman of Stratfor reflects upon September 11th, a monumental date in our country's history. George strives to discern the current and future ramifications of US military presence in the Orient, posits what - if any - reasoning stands...
Introduction Within human nature there is a tendency to search for reasoning or logic to validate our own actions. This holds true in the academic sector as models are derived to provide an answer to a scenario, but sometimes such models do not translate well from the world of academia into that of the...
Introduction ancient Chinese philosopher Lao-tzu once said, "He who knows others is wise; he who knows himself is enlightened." Learning to overcome one's own emotions and bias can be one of the single hardest hurdles than an investor faces. It is equally challenging to discern between...
Introduction I am pleased to present to you a thoughtful piece by good friend and business partner Jon Sundt in today's "Outside the Box." Jon is the President of Altegris Investments and a very insightful thinker. In his article "Lost in America? Asset Allocation and the Old Brain...
Introduction What makes one person a pessimist and another an optimist when speculating about the future of the US and the markets? How do we come to our most basic assumptions? This week we look at some insights into human nature I picked up in Tahoe at George Gilder's Telecosm, as optimistic a...