Monthly ArchivesNovember 2015

The Credit Strategists Thoughts image

On Wednesday, John Mauldin posted a recent research from Michael Lewitt, author of The Credit Strategist where he discusses corporate debt, commodities, climate change, Obamacare and private equity.  One of the many hats I wear is research analyst  and I enjoy sharing unique and thought provoking viewpoints.  This one's a doozy and a great read. As John Mauldin highlights in his intro, the opening paragraph is blunt and to the point.  It starts "Commodity prices are plunging, the dollar is powering higher, the yield curve is flattening, ObamaCare is collapsing, global trade is plummeting and terrorism is spreading across the globe. The high yield credit markets are sending distress signals and 10-year swap spreads are negative. Energy companies are going out of business ...

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Rise of the Machine Advisors image

In the past few years there's been many new investment firms created such as Wealthfront, Betterment, Personal Capital, and many others, that claim to use technology to create better portfolios at a fraction of the cost.  They eliminate high fees and offer "sophisticated investment management and advice" as one of the popular websites claims.  For someone who doesn't want to work with a human advisor and who doesn't have the knowledge or time to research investments, these services can offer value over opening an online brokerage account and guessing on what to do next.  Besides, haven't we all heard the horror stories about the guy who stole money from his clients or the broker who lost your friend all ...

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