Originally posted July 26, 2018. The Efficient Frontier, created by Harry Markowitz in 1952, measures the efficient diversification of investments that delivers the highest level of return at the lowest possible risk. Investors must consider the trade-offs between risk and reward in their portfolios. You can see on the chart below an efficient frontier line representing risk vs. reward for a portfolio allocated between different proportions of stocks and bonds using data back to 1977. On the vertical axis is the return earned by the portfolios, and along the horizontal axis is a measure … [Read more...]
AARP Sponsors Latest Rolling Stones Concert Tour
In quiet recognition of just how long the Rolling Stones have been rocking audiences across the world, their latest tour is being sponsored by the American Association of Retired Persons, better known as AARP. Chuck Arnold reports for the NY Post: Call it sympathy for the seniors. In a pairing over 60 years in the making, the not-so-retiring Rolling Stones will be hitting the road in 2024 on a tour backed by the AARP. That’s right. Mick Jagger, 80; Keith Richards, who turns 80 Dec. 18; and Ronnie Wood, 76, are throwing in with AARP, the org once known as the American Association of … [Read more...]
Tensions Rise Over Metal Tariffs
By bird_saranyoo @Adobe Stock Kim Mackrael and Laurence Norman of The Wall Street Journal report that Trans-Atlantic tensions over metals tariffs are proving resistant to a resolution. They write: The Biden administration’s relationship with the European Union, a vital geopolitical ally in a time of crisis, is being tested by a Trump-era policy on metals tariffs that the White House had sought to unwind. Former President Donald Trump in 2018 slapped hefty tariffs on most U.S. steel and aluminum imports, citing national security as grounds. The move infuriated U.S. allies—including other … [Read more...]
Hydrogen-Power Supply Chain Getting Serious Money
Paul Page of The Wall Street Journal reports, the U.S. is putting some serious funding towards building a hydrogen-power supply chain. He writes: The White House is injecting a gusher of cash into hydrogen production, an undeveloped sector that it is betting will play a pivotal role in the country’s shift away from fossil fuels. The Biden administration is awarding $7 billion in grants for seven regional hubs to produce clean hydrogen, a potential substitute for oil and gas in shipping, steelmaking and chemical production, the Energy Department said Friday. Created by the 2021 … [Read more...]
Amazon Prime Day Drive Online Sales
Matt Day, and Spencer Soper of Bloomberg write (abridged): US shoppers spent $12.7 billion online during Amazon.com Inc.’s 48-hour Prime Day, up 6.1% from a year ago but short of estimates for 9.5% growth, according to Adobe Inc. An increasing share of customers used “buy now, pay later” services, Adobe said, indicating shoppers are concerned about the economy. “For months, consumers have felt the effects of persistent inflation and an uncertain economic environment, and it has pushed shoppers to embrace more flexible ways to manage their spending around the Prime Day event,” said Vivek … [Read more...]
The Future of the American City is This…
Your Survival Guy, on the heels of a three-week trip to Rome and Paris, can tell you the core of both cities are alive and well. I like the future survivability of American cities where they’re places for people to live and connect not just vacant canyons of office buildings. From The WSJ: While office towers sit empty and nearby businesses struggle to pay their bills, residential neighborhoods in America’s biggest cities are bustling again. The pandemic and remote work have done little to dent the overall appeal of cities such as New York, Chicago and Los Angeles, foot-traffic and rent … [Read more...]
Economic Slow Down, Where to Park Your Money
There’s no doubt the economy is slowing down. Diesel prices are half of what they were from last year’s record. The question is will the Fed have the conviction to keep rates at a reasonable level. Savers have been penalized for a generation and deserve a return on their money. My favored Fidelity Treasury Money Markets, yielding about 4.5% today, is a great place to park it. From the WSJ: A nationwide freight slowdown has helped cut U.S. diesel prices by half from last year’s record, raising concerns that parts of the world’s largest economy have begun to slow. Wholesale diesel recently … [Read more...]
The Wisdom of “Make It A Good Month”
When you finished reading Richard C. Young’s Intelligence Report, above the P.S., P.P.S., and P.P.P.S, he always signed off “Make It A Good Month.” Short, yes. Sweet? Eh, not so much. If you know Dick Young like I do, self-reliance is a way of life. Count on yourself and you’ll be just fine, or you won’t. It’s not up to him. Got it? Merry Christmas. In Dick’s piece at richardcyoung.com How Do You Protect Your Brain from Inflammation? Dr. David Perlmutter discusses how the food (you could replace the word food with investment) industry stacks the cards against the consumer and how difficult … [Read more...]
Your Survival Guy’s Guide to Your Lazy Cash
Don’t look now but with prices gone mad you can finally get something for nothing with your cash. Look at this yield curve. Lots to love. Get your lazy money off the couch. Get it earning some money. If you need help let’s talk. … [Read more...]
Fixed Income Looks Good to Me
In times like these it’s always a good idea to get your bond game going. The short end of the yield curve hasn’t looked this good in years. Let’s talk. … [Read more...]
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