Recent Posts - page 3
-
TSP Lifecycle funds throw caution to the wind
Obviously the best time to load up on stocks is when their prices are the most expensive in history by the most reliable long-term measures. And when half, yes half, of the SP500 corporation bonds are rated one notch above… Read More ›
-
TSP Charts: About those Impressive Returns
Long before fake news, there was financial news. And statistics. And analyst ratings. Have you ever noticed the financial news with tickers and flashy charts looks a lot like the inside of a casino with the lights and bells going… Read More ›
-
Doug Noland: Approaching the 10-year Anniversary
Since 2007 global debt is 40% higher, the top five banks control more of the banking assets, shadow banking expanded from $28 trillion to $45, and banks were fined $321 billion but no one that caused the crisis went to jail. So welcome to the next crisis in waiting.
-
Doug Noland: Unassailable
I’ve been here before and, candidly, it’s not much fun. Lodged in my mind this week was the brilliant quote from the 19th century German philosopher Arthur Schopenhauer: “All truth passes through three stages: First, it is ridiculed. Second, it… Read More ›
-
TSP Charts: What Happened? (Again)
Wow, what a difference a year makes. What happened to the TSP I fund? As we will see, part of what happened was really what is not happening to the international fund. But first let’s discuss the TSP S fund.
-
TSP funds: What Happened?
Wow, what a difference a year makes. What happened to the TSP I fund? As we will see, part of what happened was really what did not happen to the international fund. Note: I have never recommended the TSP I fund… Read More ›
-
Doug Noland: Powell, Greenspan and Whatever it Takes
Powell, Greenspan and Whatever it Takes Fed Chairman Powell is in a tough spot, one made no easier now that he’s on the receiving end of disapproving presidential Tweets. The global Bubble has begun to falter, which only exacerbates… Read More ›
-
TSP Charts: New Records?
Yesterday I did some quibbling in my subscriber’s market commentary section about the headlines declaring a new high and a new record for the longest bull market. My quibbling was about whether we were there yet or was someone just… Read More ›
-
Don’t Get Amazoned
I do not write about individual companies unless they can teach us something about the broader market like in GE: A Prelude . So what can Amazon, the second most expensive company in the SP500, teach us about today’s market? Fundamentals don’t… Read More ›
-
Doug Noland: Turkey (Nudged Over the Cliff)
[Turkey] The situation has evolved into a full-fledged crisis of confidence, which typically foreshadows the violent end to a country’s existing financial and economic structure. …As I have posited repeatedly and expounded in more detail last week, the global Bubble… Read More ›