Investing

Dan on June 3rd, 2016

Its been awhile since I have brought up the economy (OK.. a month or two..) but with all my prognosticating about the economic future I think I finally got one right that was worth mentioning. A couple days ago I was looking to adjust my asset allocation to match my targets I have set. I […]

Continue reading about Jobs And Retail Sales

Dan on May 17th, 2016

I am admittedly a fan of the Fitbit – the little device that you wear that tracks your daily activity.   When Fitbit the company went public last year, I was somewhat tempted to buy in, but I have an aversion to IPO’s as unless you are insider you usually overpay for IPO stocks. So […]

Continue reading about Why I Am Adding Fitbit to My Portfolio

Dan on May 6th, 2016

I have been watching with interest the battle for Enterprise Market share of cloud computing.  Many large and small companies are transitioning their on existing on premise IT infrastructure to use publicly managed services such as Amazon’s AWS or Microsoft’s Azure platform. The cost savings (and headaches) can be huge – no  servers to buy and […]

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Dan on April 23rd, 2016

Of late I have been seeing more and more reference to ‘Helicopter money’ as a fiscal stimulus tool. Helicopter money is the concept of just printing extra money and giving it to citizens directly (i.e visualize a helicopter flying over a city dumping money out the windows).  Now that interest rates are near or below […]

Continue reading about Helicoptor Money To Take Flight?

Dan on April 9th, 2016

A year ago I wrote a post on why Nordstrom (JWN)  intrigued me.   Nordstrom’s online presence and growth was my thesis for making it one of my top holdings. Last month I closed out most of my position in Nordstrom.  Why?  I have a stronger thesis:  Always fear Amazon.  And Amazon is getting into the online […]

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Dan on March 24th, 2016

I guess I am  a sucker to click on any article describing the next Four Horsemen of the ‘economic apocolypse’ – but this article resonated with me not for the belief in an apocolypse, but for the economic analysis: http://www.businessinsider.com/36-south-four-horsemen-2016-2 My favorite quote from this article (emphasis mine): The central-bank economic models that worked in the […]

Continue reading about The Four Horseman Ride Again

Dan on February 25th, 2016

I was watching this Vine video of a Virtual Reality (VR) rollercoaster experience complete with mechanical enhancements:   Maybe VR will revitalize the movie and themepark entertainment experience, rather than keep people in their own homes for VR entertainment? The addition of physical movement would be hard to replicate at home, and some venue featuring […]

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Dan on February 6th, 2016

I have always been diligent about looking at past performance of mutual funds prior to investing, and consider it to be one factor when comparing mutual funds.  However a recent improvement I made to  the VFS Daily Investment contest caused me to look at historical performance in a different light. Starting in 2016, I am […]

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Dan on January 16th, 2016

Interesting chart here from a presentation by Jeffrey Gundlach of Doubleline Capital  (see the complete presentation here):   His thesis is the overproduction of oil in the US may have been driven by all the excess money the Fed pumped into the economy. All this low interest capital was put to work drilling and selling […]

Continue reading about The Fed vs Oil

Dan on November 18th, 2015

In September the financial world was on pins and needles as to whether or not the Fed would raise rates by a quarter of a percent.  In the end, the Fed did not take the much anticipated step of increasing the benchmark rate due to global risks.  At the time, the Chinese economy and stock […]

Continue reading about Why The Fed Will Stand Pat In December