Strange Bedfellows

Historically, the price of stocks and the price of oil don’t have anything to do with each other.  But since last December, they are in absolute lockstep in terms of correlation.  Correlation is a statistical term and it refers to the relationship between two or more things and is measured in a band that goes from -1.00 to +1.00.  If two things are at -1.00 they are polar o

The Dumbest Thing On Earth?

blog_3_15_13.pngIt's not easy to name the dumbest thing on earth, because the choices are almost limitless, but the government mandating that 10 percent of our motor fuel come from corn is certainly high on the list.

The Dollar

dollar.jpgThere has been a lot of talk lately about the US Dollar losing its status as the world's reserve currency so I thought a newsletter about the dollar would be appropriate.  Having the dollar as the world's strongest curr

From Green to Green: Investment Lessons from the Golf Course (08/23/13)

blog_8_23_13.jpgRecently, I decided to learn a new sport. Golf! Yes, golf. I considered the course an opportunity to enhance some of the qualities I enjoy about life: exercise, time with friends and family, and relaxation.

Net Neutrality

Last week, President Obama made a definitive statement supporting Net Neutrality.  Until that moment, not many people knew very much about the subject, if anything at all.  The term was coined by Tim Wu, a Columbia University professor in 2003. It means that all Internet traffic should be treated equally.

Market per Square Foot

blog_9_10_13__2_.pngRecently, a friend of mine asked me one of the more frequent questions financial professionals are approached with.

Nothing PERSonal

blog_6_7_13.jpgIf you're an average California public employee and your salary at retirement is $82,884, then your CalPERS pension is $60,894.1 Then throw in a Social Security benefit, and your income is about what it was before retirement.

More 2020 Vision

blog_3_14_13.pngDear Investor,

If Santa Claus should Fail to Call, Bears May come to Broad and Wall

Santa Claus tends to visit the Stock market nearly every year. The last five days of the year have yielded an average annual gain of 1.6%1. But beware if Santa doesn't visit the Stock Market you may end up feeling like a naughty investor because the market usually has lousy returns the next year. In 1999, Santa didn't show and the year turned in a loss of 4%2.

Slow Boats to China

blog_10_11_12.pngThe response to last month's initial letter was astounding, much better than we expected. Your calls and emails are greatly appreciated, and our priority is to answer them all to your satisfaction.

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