Updated 12/29/18, Seaborn Hall
(Start Here First To Understand The Investment Arena Big Picture)
Investments, in general
How To Know Who To Trust With Your Money: The Fiduciary Pyramid, Seaborn Hall, Advisor Perspectives
How to Know Who To Trust With Your Money II: A Visual Illustration of Fiduciary, Seaborn Hall, Advisor Perspectives
How The Economic Machine Works, Ray Dalio, You Tube
The Bernie Madoff Fraud: Five Lessons For Investors From The ‘Wizard Of Lies,’ Seaborn Hall, Advisor Perspectives
Evaluating The Arguments For The Dollar’s Demise, Seaborn Hall, Advisor Perspectives
How Likely Is Hyperinflation In the U.S.?, Part Two, Seaborn Hall, Advisor Perspectives
What Is A Bubble? CNBC
CS Commentary: Technically, a bubble should be seen as an unsubstantiated increase in price over value. Therefore, Bitcoin cannot be called a bubble because it is almost impossible to compute value of cryptocurrencies at present. Crypto’s are a speculative investment. Speculative investments can see bubble-type activity and trading, but technically are not bubbles. If a bubble ‘bursts’ it does not return to its previous price. Crypto, again, defies this definition thus far.
Longest Bull Market In History May Have Room To Run, Alex Viega/AP, Washington Post; Also see, The Longest Bull Rally In History? Take A Closer Look, Bloomberg
Also see, Longest Bull Market In History? Not So Fast, William Watts, Marketwatch; Also see, Five Lessons From The Longest Bull Market In History, Yahoo Finance; Also see, Recapping The Historic Bull Market, CNBC
Will Mid-Term Elections Sink The Stock Market? Here Is What History Says, William Watts, Marketwatch; Also see, Do Markets Care About Mid-Terms? Kara Ng, Russell Investments
JP Morgan Defies Bulls Tells U.S. Investors To Cut Stocks, Mark Kolakowski, Investopedia
CS Commentary: This contrarian call is probably not unexpected, after all, sell when everyone is greedy and buy when there is blood in the streets, however, not everyone is greedy yet. This is mostly likely a call influenced by political expediency that sees the Democrats retaking Congress with the mid-terms. Not likely in CS’s opinion. Stay with U.S. stocks but average into emerging markets over the next 2-3 years.
Ray Dalio On The Economy And A Coming 2020-21 Downturn, Business Insider
CS Commentary: Dalio continues Keen’s discussion of asset and income inequalities and places them in a larger context with some suggestions for ways to change.
Gold’s Bottom Could Be Investor’s Lost Treasure, Frank Holmes, Advisor Perspectives;
A Long Term Look At Inflation, Jill Mislinkski, Advisor Perspectives;
Also see, Inflation: An X-Ray View Of The Components, Jill Mislinkski, Advisor Perspectives
Destroying America: The National Debt Predicted To Hit Alarming Heights, Michael Snyder, Charisma
CS Evaluation: Here is another alarmist tome from Snyder who takes real facts and spins them in a way that creates unnecessary fear and anxiety. In so doing he gives no sense of whether and when the timing on addressing debt will be critical. Let’s break it down…Continue reading here, updated 10/16/18
CS Commentary: CS offers this as a contrary view; we don’t expect a recession until 2020-21 and don’t expect another great market crash until the mid to late 2020’s. Peter Schiff is good on investment basics but has been wrong many times over the last decade since the 2008 crash and has been pretty much a one note forecaster predicting another stock market crash that whole time.
Why There Will Be A Recession In 2020, Guggenheim Investments, Advisor Perspectives
CS Commentary: Great example of how political leanings affect your market views – he believes Dems win House in November, therefore he believes markets have topped.
What To Expect From Economy In The Next Year, Mornings With Maria, Fox Business
What Is GDP? CNBC
Here’s Why The DOW Will Hit 40,000 By 2025, David S. Gilreath, CNBC
Are Cryptocurrencies The Best Investment Opportunity Of The Next Decade? Part II, Seaborn Hall, Advisor Perspectives
Why Bitcoin Is Not In A Bubble, Seaborn Hall, Advisor Perspectives
Quote: “Bitcoin is the face of blockchains and digital currencies. It might be called part stock, part emerging currency, and part commodity. As a kind of stock, Cryptocurrencies have become – to retail investors – the de-facto face of the blockchain they represent, even though at times, a direct correlation cannot be shown.”
Where Is Bitcoin In The History Of The World’s Greatest Bubbles? Niklas Goke, Medium
Future Wealth: What A NASDAQ VP Told Me About The Future Of Cryptocurrencies, Jeff Brown, Townhall
CS Commentary: The non-political portion starts at about 6:00. A libertarian perspective that we don’t entirely agree with. You can’t fit the founder’s notion of American isolationism on the world today and ‘direct democracy’ is non-Constitutional and would kill America, founded purposely and wisely as a ‘limited democracy’ and a Republic.
A Brief History Of Bitcoin Bear Markets, Yannos/Ndinga, Medium
The Top 10 Cryptocurrency Blogs & Websites You Should Follow, Cryptoclarified
The History Of Bitcoin In One Chart, Kevin Werbach, Medium
Cryptocurrency 101, Ben Yu, Medium
CS Commentary: A good article for the basics on crypto relative to money, in general, but some warnings…See this link for more.
The Dark Underbelly Of Cryptocurrency Markets, Nic Carter, Medium; Also see, Irrational Exuberance Revisited: Is Crypto The New Dot-Com Bubble? Krill Bryanov, Cointelegraph; Also see, A Reminder: If You Had Purchased $100 Of Bitcoin In 2011 Here Is What Its Worth Now, Damian Davila, Investopedia
How To Avoid A Shark Attack, Charles Schwab Global Outlook, Jeffrey Kleintop
Why Investors Should Stick With ‘Buy And Hold,’ Barry Ritholtz, Wealth Management/Bloomberg
Will The U.S. Economy Continue To Improve? (video left) The Intelligence Report, Trish Reagan, Fox Business
How To Make A Horrible Boss Your Ally – A Navy Seal Explains, Zameena Mejia, CNBC
How To Trade Foreign Stocks, Prableen Bajpai, Investopedia
Larry Kudlow: Stock Market Corrections Come And Go (video, left), Varney & Co, Fox Business
Is Trump Right About The Fed? Mornings With Maria, Fox Business
Should You Be Out Of The Market? No, Mornings With Maria, Fox Business
10 Investor Takeaways From The 2018 IMF/World Bank Meetings, Lupin Rahman, PIMCO, Advisor Perspectives