Category Archives: Featured Articles

The Coronavirus: How Bad and How Long?

Introduction When it comes to the coronavirus, the key questions for most people are how bad and how long. I make no claim to any medical expertise, but I do understand numbers and can read graphs. To address these questions, … Continue reading

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Coronavirus: Indicators of its Global Economic Impacts

Introduction It is far too early for definitive statements on the impact of the virus. So in what follows key questions are raised with relevant data offered to provide some sense on the magnitude of the hit. How Long Will … Continue reading

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Labor Saving Technologies and the Demise of the Working Class

Introduction The US economy is growing at a healthy pace and unemployment is low. But behind these healthy signs, a large portion of the working class is not doing well. These problems are highlighted in a new study co-authored by … Continue reading

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Financial Services: Like the Entertainment and Gaming Industries?

Introduction In a recent reading of Validea’s Guru Investor Blog, a quote from Georgetown University finance professor James Angel struck home to me: “One of the open secrets of the financial-services world is that we’re also in the entertainment and … Continue reading

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The Growing Global Threat of Labor-Saving Automation

Background There is a sense, perpetrated by the American President and others, that US job losses are primarily the result of Chinese currency manipulations and its low-cost labor. Certainly some US jobs were lost that way. But as I and … Continue reading

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Rand Paul – This Budget Deal Is a Disaster

Introduction Here is what Paul said: We spend too much money and borrow too much money. And, actually, we’re going to bring back Obama era deficits. I was elected to combat Obama era deficits. I remember running for office and … Continue reading

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Blockchains – What Are They? What Can We Expect?

Introduction I know very little about blockchains (BC), distributed ledger systems, and crypto-currencies such as Bitcoin. But I am a bit dumbfounded by the claims of what “the BC era” will bring. In what follows, I comment on some of … Continue reading

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Bank Regulations – Why the Current Approach Will Fail

Introduction The 2008 banking collapse, leading to the most severe recession since 1929, prompted a wide-ranging set of efforts to insure it did not happen again. These actions have included requiring banks to hold larger cash balances and more precise … Continue reading

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Why You Should Be Holding Chinese Equities

Introduction In a recent piece, I made the case for investing in emerging markets. Upon further reflection and research, I make a more specific recommendation: you should hold Chinese equities in your portfolio. Details of my reasoning and specific investment … Continue reading

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US Equities Are Very Expensive: Is It Time to Consider Other Countries?

Introduction US stock markets have been increasing rapidly for some time. And with the S&P 500 price/earnings ratio now over 21, it is worth asking if there are other equity markets to consider for investments. As I have noted, trying … Continue reading

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