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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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Despite the rally in stocks and other risky assets since March 9, many portfolios are still damaged from the events of the last few years. For those who are retired or near retirement, one step you have to take after such an event is to re-evaluate your retirement plan, especially your spending. Specifically...
Posted to
Retirement Watch
by
Bob Carlson
on
09-03-2009
Filed under:
Filed under: Carlson, Bob Carlson, retirement plan, retirement, financial crisis, retirement plans, stock, stocks, stock market, investments, portfolios, portfolio theory
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.........But First, A Word From Our Sponsor.......... Down on the dollar? Foreign currencies at EverBank could be your answer. If you're intrigued by the possibility of lower portfolio risk and gains against a weak U.S. dollar, look to us for: -- Familiar products: WorldCurrency CDs and Money Market...
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In This Issue: Stocks Got A Second Wind In July But, How Long Will It Last? Technology Appears To Be Turning Around Blue Chips Top The Best Sellers Chart The Economy Looks Better, But Not Great Asia's Growth Is Much Stronger A Single Stock Covers China And Its Neighbors The Bottom Line This Week...
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IN THIS ISSUE: Figures Don't Lie but... The Recovery Fallacy Limiting Losses is the Key The Potomac Guardian Example Conclusions Introduction Some of you may remember the radio spots some years ago by Eddie Chiles, CEO of the Western Company. His brief commercials would often contain a phrase borrowed...
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This week I offer something unusual for outside the Box, in that I agree on almost all points with my friend David Rosenberg, except he tells it so much better than your humble analyst. David was the former Chief Economist at the former Merrill Lynch (ah, Mother Merrill, we barely knew ye.) and is now...
Posted to
John Mauldin's Outside the Box
by
John Mauldin
on
07-27-2009
Filed under:
Filed under: Credit, Consumer Spending, Asia, GDP Growth Rate, Stocks, Bond Market, David Rosenberg, Employment, Baby Boomers, DJIA, Home Sales, Recovery, Financials, Comsumer Confidence, Revenues
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Pilots have a saying, "Any landing you walk away from is a good landing." Even so, some landings are better than others, and pilots always strive for a smooth touchdown. A type of rough landing is call "porpoising." Instead of gently settling onto the runway, the wheels hit the runway...
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.........But First, A Word From Our Sponsor.......... Now in Print: What You Need to Know About America's Economic Crisis On election night, Amazon.com's top-selling book wasn't about Obama or even McCain. Instead, it was a book about the four American deficits that threaten to steal your...
Posted to
Daily Pfennig
by
Chuck Butler
on
05-20-2009
Filed under:
Filed under: Australia, Currencies, Dollar, British Pound, Oil, Gold, Home Sales, Euro, Plunge Protection Team, Stocks, TARP, Risk Assets, Fundamentals
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.........But First, A Word From Our Sponsor.......... Now in Print: What You Need to Know About America's Economic Crisis On election night, Amazon.com's top-selling book wasn't about Obama or even McCain. Instead, it was a book about the four American deficits that threaten to steal your...
Posted to
Daily Pfennig
by
Chuck Butler
on
05-18-2009
Filed under:
Filed under: Currencies, Inflation, Deflation, Commodities, China, Gold, European Central Bank, Consumer Price Index, Stocks, Industrial Production, India
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IN THIS ISSUE: First Quarter GDP Falls More Than Expected Stocks Always Outperform Bonds, Right? Wrong! Should You Put All Your Money in Bonds? No! Is the Current Market Rally Too Big to Fail? Conclusions – Not Out of the Woods Yet Introduction Last Wednesday the government reported that 1Q GDP declined...
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Many people own substantial IRAs and have the bulk of their investment portfolios in IRAs. Some of these investors might not realize there are investments that are prohibited from IRAs and others are allowed but incur tax penalties. The issue of how to invest an IRA is more important in today's climate...
Posted to
Retirement Watch
by
Bob Carlson
on
04-03-2009
Filed under:
Filed under: Bob Carson, IRA Benefits, Traditional IRA, Roth IRA, Carlson, Bob Carlson, income taxes, iras, ira distributions, real estate, retirement plan, retirement, retirement plans, employer stock, stock, selling a business, small business, stocks, investments, portfolios
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The swift declines in most asset classes in late 2008 and into 2009 damaged many portfolios. For those who are retired or near retirement, one necessary step after such an event is to re-evaluate retirement spending. Specifically you have to check the rate at which you are withdrawing money from the...
Posted to
Retirement Watch
by
Bob Carlson
on
03-27-2009
Filed under:
Filed under: Bob Carson, IRA Benefits, estates, Carlson, Bob Carlson, iras, ira distributions, retirement plan, retirement, financial crisis, retirement plans, insurance, annuities, stocks, stock market, investments, portfolios, income investing
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Conventional investment advice has been turned on its head by changes in the fundamentals of the economy and markets. Now, fundamental changes in the government, demographics, and the economy are forcing changes in tax policy and tax planning advice. The age-old advice is to defer taxes whenever possible...
Posted to
Retirement Watch
by
Bob Carlson
on
03-19-2009
Filed under:
Filed under: Bob Carson, Estate Planning, IRA Benefits, Traditional IRA, Roth IRA, estates, Estate tax, Carlson, Bob Carlson, income taxes, iras, ira distributions, estate taxes, retirement plan, retirement, retiree health care, retirement plans, stock, stocks, stock market, portfolios, income investing
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IN THIS ISSUE: David Henry On A New Bull Market Why Wall Street Needs A New Bull Make Half A Decision Introduction This week, I am off spending some time with my son, who is home from college for Spring Break. Since we live on the lake, I’m putting in a lot of time driving the boat while he and...
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Watching financial television today is the equivalent of taking a long trip with kids that are constantly asking that very question. At some point, you get the urge to yell “yes” just so they will shut up. Unfortunately, the current situation actually demands all of our attention so it’s...