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

fiduciary, trust, money

Fiduciary Pyramid: Who
Do You Trust?

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.

Why Ken Fisher Hates Annuities, Jane Wollman Rusoff, Think Advisor; Also see, Dispelling The Myth Of 10% Returns, Ric Edelman

Percentages Of Upper, Middle, And Lower Income In U.S.

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

Are You In The American Middle Class? Find Out With This Income Calculator, Pew Research

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.

Steve Keen, Leftist Economist, Says U.S. Recession In 2020, Bloomberg

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.

Anthony Robbins on Investing For The Average Investor, Forbes

Gold Stocks: Most Discounted Level In 20 Years

The Long View On Diversified Investing

Various Interviews With Ray Dalio, Most Successful Investor Of All Time, You Tube

Gold’s Bottom Could Be Investor’s Lost Treasure, Frank Holmes, Advisor Perspectives;

 

The Economy


A Long Term Look At Inflation, Jill Mislinkski, Advisor Perspectives;

Also see, Inflation: An X-Ray View Of The Components, Jill Mislinkski, Advisor Perspectives

The American Dream, Part One – Debt Slavery, You Tube

Destroying America: The National Debt Predicted To Hit Alarming Heights, Michael Snyder, Charisma

Stock Market Performance Around Mid-Terms

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

US Stock Market Crash Is Long Overdue But People Are Oblivious, Peter Schiff

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

The Real Estate Clock Has Proved Accurate Over 200 Years Except For World Wars

Reason For Stock Market Volatility And What To Do Now; Future Of Bitcoin, Fox Business

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

 

Cryptocurrencies


The Bitcoin ‘Bubble’

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

Internet Users Versus Approximate Present Saturation Level Of Crypto

Cody Willard And Gerald Celente Talk Market Crash, Gold Bottom, and The Future Of Cryptocurrency, You Tube

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.

One Of Multiple Bitcoin Bear Markets

A Brief History Of Bitcoin Bear Markets, Yannos/Ndinga, Medium

How To Secure Yourself Against Bitcoin Theft In 10 Minutes, SFOX, 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 Latest


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

What Is 5G?, CNBC; Also see, A Look At 5G And How It Will Change Our Lives, CBC News

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

What Is FinTech? (video right) CNBC

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

Stock Market Up 6 Months Straight And Should Keep Going If History Is A Guide, Fred Imbert, CNBC