-
10 May '23Navigating the Debt Dilemma: An Investment Perspective
Continue readingThe ongoing congressional standoff over raising the debt ceiling serves as a reminder to review our investment approach. Especially in regard to holding Treasuries. With the federal government’s revenue falling short of its spending, it’s clear that our country’s finances need attention. Behind all the political grandstanding remains the core fact that Federal revenue is […]
-
28 Sep '20Are TIPS a Good Investment – Inflation Hedge Series
Continue readingWith the Federal Reserve “printing” massive amounts of new money to fund Congress’s record-breaking deficit spending, I thought it would be a good time to review investments considered good hedges for inflation. Ideally a good inflation hedge would maintain (or increase) its real value during periods of high inflation. Today’s post will consider Treasury Inflation-Protected […]
-
23 Mar '20Five Predictions For 2020
Continue reading2020 Predictions The Chinese stock market will outperform Berkshire Hathaway will cut several deals with distressed companies at bargain prices Top line shines, margins suffer for diversified retailers (grocery) The Fed will nationalize an additional $5+ trillion of the national debt Extraordinary government programs to bailout small businesses With large swaths of the global […]
