November Stock and Fund Picks

Beware the unemployment rate. It went down during the Obama administration because people dropped out of the labor force, not because job growth was strong. To illustrate, assume 100 people are in the labor force (working or looking for work and unemployed, non-institutionalized, and greater than 16 years of age). Assume 5 people are unemployed… Continue reading November Stock and Fund Picks

October Stock and Fund Picks

The last quarter appears to hinge on whether economist’s negative expectations of an economy that has slowed from 3% to 2% growth because of tariff policies will continue to slow and then fall into a recession. For the previous 2 quarters negative earnings estimates have been below actual results. That this quarters earnings will continue… Continue reading October Stock and Fund Picks

September Stock and Fund Picks

The new dovish Fed posture requires some adjustment among income funds in my suggested portfolio of monthly paying stocks and funds (the last one is from the August post). REITS and bond funs with longer duration tend to outperform when short rates are lowered. Floating rate funds, on the other hand, have performed worse. Also,… Continue reading September Stock and Fund Picks

August Stock and Fund Picks

Week 1 -2 (Aug. 1 – 15): There are changes to my personal portfolio from July. Specifically, I’m dropping EPR and CCMNX and adding PHD and BSL. These changes are now reflected in the updated portfolio. Most stock analysts are weak at Open Economy Macroeconomics and tend to look only at the initial static effect… Continue reading August Stock and Fund Picks

July Stock and Fund Picks

Week 1 (July 1 – 5): As opposed to just kicking the can down the road and giving the Chinese spy company Huawei a life-line, the bullish bias in the market has interpreted the trade truce with China as an actual trade deal . As you know, I’m not in favor of doing any business… Continue reading July Stock and Fund Picks

June 2019 Stock and Fund Picks

Week 1 (June 3 – 7): Tariffs on Mexico that would go in effect on June 12 will be bad for Mexico, US companies staying competitive by operating in Mexico and the stock market, dovish Fed or not. Estimates of the cost of tariffs on consumers is now twice as much as the benefit from… Continue reading June 2019 Stock and Fund Picks

May Stock and Fund Picks

Week 1 – 2 (May 1 – 10): Trump trade woe’s continue. When companies buy high bang-per-buck (Productivity divided by cost) resources in foreign countries like Mexico, such as with our automobile industry, it maximizes output per cost or, equivalently, minimizes cost per unit of output. In other words, our automobile industry becomes more competitive… Continue reading May Stock and Fund Picks

April Stock and Fund Picks

Week 1  April is starting off well.  Still have doubts about Trump’s trade policies, especially towards Mexico.  The China problem centers around forced technology transfer, or simply technology theft by a communist government.  We should never have let any of that happen.  But Mexico is simply a producer with higher bang- per- buck labor resources. … Continue reading April Stock and Fund Picks

March Stock and Fund Picks

Weeks 1 – 2: Looks like things have decided to cool off and things are relatively stable. Trump and the Chinese can still cause a major disruption so be prepared. Since you can’t know when things might change and it is political rather than fundamental it is probably best to plan on holding through any… Continue reading March Stock and Fund Picks