August 18, 2023 By Steve Blumenthal "The Decisive Decade is cautionary and optimistic. Ward shows a path for America and the Free World to win the contest with the Chinese Communist Party. He calls for rebuilding American economic, industrial, and technological might, and [...]Read More >
On My Radar: Ray Dalio – The Great Wealth Transfer
August 11, 2023 By Steve Blumenthal "Ultimately, if the deficit isn’t contained, taxes will be raised to the point that the engine of the US economy — the all-important consumer — will have considerably less discretionary income. - Quincy Krosby, the chief global strategist for [...]Read More >
On My Radar: The Outlook On Inflation and Residential Real Estate
July 28, 2023 By Steve Blumenthal "The Federal Reserve’s preferred inflation gauge climbed at a 4.1% annual pace in June, marking a sizable step down from May’s 4.6% annual rate and bringing price growth to its slowest pace in nearly two years.." - Barron's, July 28, 2023 I [...]Read More >
On My Radar: Druckenmiller on Debt, Markets, and Investment Wisdom
July 21, 2023 By Steve Blumenthal "I am so tired of being a bear." - Stanley Druckenmiller, Chairman & CEO of Duquesne Family Office Stanley Druckenmiller is a well-known American investor and hedge fund manager whose investment style is often described as macroeconomic and [...]Read More >
On My Radar: The Direction of Interest Rates
July 14, 2023 By Steve Blumenthal "The stock market is never obvious. It is designed to fool most of the people, most of the time." - Martin Zweig "I believe the only edge in investing is innovation." - Mark Finn, Chairman, CEO, and COO, Vantage Consulting Group One of my [...]Read More >
On My Radar: 2023 Mid-Year Market Valuation Update
July 7, 2023 By Steve Blumenthal "The stock market is the story of cycles and of the human behavior that is responsible for overreactions in both directions." "Patience and discipline can make you look foolishly out of touch until they make you look prudent and even [...]Read More >
On My Radar: The Russian Situation
June 30, 2023 By Steve Blumenthal "Most people get interested when everyone else is. The time to get interested is when no one else is. You can't buy what is popular and do well." Warren Buffett I hope you, like me, are looking forward to a long holiday weekend. The following [...]Read More >
On My Radar: Party Like It’s 1999
June 23, 2023 By Steve Blumenthal Grab your coffee and find your favorite chair. Today's post is short and serves as an interesting follow-up to last week's “The Skip, The Size, And The Ten." Just seven stocks now make up more than 100% of the year-to-date gain in the S&P 500 [...]Read More >
On My Radar: The Skip, The Size, And The Ten
June 16, 2023 By Steve Blumenthal "Price and value aren't always the same: Don't pay too much." "Price is what you pay. Value is what you get." -Warren Buffett After ten consecutive Fed rate hikes, Fed Chairman Powell decided to "skip" another increase this week but announced [...]Read More >
On My Radar: The Grand Finale – Zulauf, White, Howe and Mauldin
June 9, 2023 By Steve Blumenthal “We only know by hindsight when the recession started, but there is an indicator you can watch that gives you some indication when the start of the recession is here, without knowing for sure, and that is when the inverted yield curve begins to [...]Read More >
On My Radar: Geopolitical Risks
June 2, 2023 By Steve Blumenthal “Peace. It does not mean to be in a place where there is no noise, trouble or hard work. It means to be in the midst of those things and still be calm in your heart.” -Unknown In John Mauldin’s newsletter last week, he shared a [...]Read More >
On My Radar: Public and Private Real Estate – A Look at Supply and Demand
May 26, 2023 By Steve Blumenthal “I am somebody who has been very fortunate to have had the opportunity to test my limits. And I would remind you philosophically that my definition of a fool is somebody who has reached his limits. Almost by definition, whatever goals you set, you [...]Read More >
On My Radar: The Debt Ceiling Argument – May 19, 2023
May 19, 2023 By Steve Blumenthal “Nothing in this world can take the place of persistence. Talent will not: nothing is more common than unsuccessful men with talent. Genius will not; unrewarded genius is almost a proverb...Persistence and determination alone are [...]Read More >
On My Radar: The Queen’s Gambit
May 12, 2023 By Steve Blumenthal "If we get into a hard landing, are we finally going to allow creative destruction and Capitalism to do it’s thing? I think if we do, we’ll have a chance and what’s made America great for 200 years could possibly revive." - Stanley Druckenmiller, [...]Read More >
On My Radar: Mauldin Economics 2023SIC – Thoughts From Week 1
May 5, 2023 By Steve Blumenthal "The five big forces that have driven and are driving just about everything: 1) the credit/debt/market/economic cycle, 2) the internal peace/conflict cycle that shapes the domestic order, 3) the external peace/conflict cycle that shapes the [...]Read More >
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