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  U.S. House Prices (1/31/2012)

Nothing new here. It's not good news but it's also not really bad news. We are not surprised at all. The long, slow, fitful recovery continues.

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  Allocations  (1/23/2012)

Guess what! We're already where Mark Mobius says we ought to go! The investing ideas of this money management veteran are worth reviewing. And except for a large exposure to emerging markets, we are positioned to take advantage of the future trends Mr. Mobius has identified.

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 Unemployment (1/18/2012)

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This Pew Trust report is important for three reasons:
  1. The economy is changing in ways which are new to us.
  2. We are hitting a demographic tipping point, as the baby boomers have aged to the point where temporary unemployment is more likely to become permanent.
  3. Technology and the exporting of jobs are creating long-term lower per-capita demand for American workers.

What does this all mean? It reveals that a college education provides only marginal protection against unemployment. If you are going to college you should study what you love, because what you study is unlikely to keep you employed. If you are unemployed, you should consider retraining if necessary. And finally, this implies that potentially our current economic recovery will continue to be long, sporadic, and mild. There will be long-term social consequences from what we are experiencing, and potentially long term political anger.

 Cautiously Optimistic (11/30/2011)

We remain cautiously optimistic for the 5-year time frame. Between then and now, however, volatility seems likely. I don't share the author's gloom: actually I'm thinking that our domestic news is relatively good. But I also think we're probably going to ride a bronc in the financial markets for at least the next few months.

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Not All Gloom (11/22/2011)

It's not all gloom out there. Our expectations for a slow, multi-year, tentative recovery remain intact.

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Market Undergoing Change (10/7/2011)

This supports our perception that the markets are a long term bargain...but meanwhile people are so scarred by 2008 and what came after that they'll keep stock prices turbulent. For me it's a very attractive sign, though. We need to invest with this in mind.

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Bargains (9/30/2011)

This expert completely agrees with what we have been saying. We're in this for the long haul. Meanwhile, there are bargains!

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Operation Twist (9/22/2011)

Stock markets are falling and the Fed has announced "Operation Twist" to heal the slowing economy. What's it all about? Here's one take:

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Projection of a Powerful Rally (9/2/2011)

I have to agree with the article: Value Line's predictive abilities are well-documented. Of course things happen which derail the best predictions. But this is great news.

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Mild Recession  (9/1/2011)

Today's ISM report indicates that the economy is a mere whisp above a recession. We are experiencing a mild recession in all but name. But here's the big kicker: this statistic supports the idea that this is not a bad recession at all. So we're hanging in there, which to me is good news.

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