by Robert Bartley | Jun 19, 2020 | Investing, Markets, Robert Bartley
This is a “real McCoy bubble…the chutzpah involved in having a bubble at a time of massive economic and financial uncertainty…” Jeremy Grantham had some eye popping comments in his recent interview with CNBC, summarized here by Market Watch. Jeremy Grantham is...
by Robert Bartley | Jun 12, 2020 | Financial Planning, Investing, Markets, Robert Bartley
It’s June, and there has been plenty of market movement we need to analyze! Keep reading… Wow! What a Rally! GMO investment managers noted in their recent first quarter 2020 newsletter that the S&P 500 grew from March 23rd the equivalent of 6 years of...
by Robert Bartley | Apr 30, 2020 | Financial Literacy, Investing, Markets, Quarterly Update, Robert Bartley
Here’s our April 2020 Market Value Update. Looking at daily market news will drive you crazy. Instead, let’s take the long view of the current market and its value – and then ask how it affects your portfolio and what (if anything) you should do about it. A Quick Note...
by Robert Bartley | Mar 30, 2020 | Investing, Markets, Robert Bartley
The venerable Bob Rodriguez, who predicted every bubble and burst going back to the late 1990’s, just wrote his thoughts on the economic stimulus package called – Preliminary Thoughts – The New World Order. He bemoans the excessive stimulus approach that...
by Robert Bartley | Mar 19, 2020 | Financial Planning, Investing, Markets
Fear not – this is the opportunity that savvy investors wait for. That is not to diminish the human impact of COVID-19. That is our first thoughts, to keep those most vulnerable safe, virus free. I pray that we all follow the expert’s advice and help out/work with our...
by Robert Bartley | Mar 5, 2020 | Investing, Robert Bartley
Warren Buffet was recently interviewed by CNBC. He noted that investors are reaching for yield, a human response to low interest rates but “stupid.” It always ends in tears. What he means is investors are buying riskier and riskier investments to compensate for the...
