July 2008 - Forecasts & Trends

Forecasts & Trends is much more than just investment blog posts. You need to know the "big picture;" you need to have a "world view," especially in the post-911 world; and you need more information than ever before to be successful in meeting your financial goals. Gary intends to help you do just that.

Forecasts & Trends

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  • On The Economy, The Fed & President Obama

    This week we begin by taking the pulse of the US economy, which is holding up better than most analysts have expected. 1Q growth was better than forecast, and it now looks like the 2Q will be better than expected as well. The bad news is that inflation is on the rise, and there are fears that the Fed will begin to hike interest rates soon - but then maybe not - I'll give you my take on it. Finally, we focus on the presidential race which seems to be tightening according to the national polls. I will highlight Obama's background and his positions that bother me, and why I think he is the most arrogant candidate in a long time. Finally, we will take a detailed look at the 11 "battleground" states where the race could go either way. Feel free to share this analysis as you see fit....
  • Greatest Gift For Your Kids Or Grandkids (Or Even Yourself)

    This week, we start with a review of The Johnson O'Connor Research Foundation, one of my favorite non-investment topics. This update is meaningful to me because we just took my 16 year-old daughter in for testing last month. So, indulge me if you will. At the end, I will review the recent performance of Scotia Partners, Ltd. You will be impressed, I promise, plus I will introduce you to a less aggressive way to invest with Scotia. With a bear market upon us, consider Scotia to meet your retirement goals....
  • Retirement Focus - More Post-Retirement Investing

    This week, Mike Posey continues his Retirement Focus series on how to invest during retirement. In this installment, Mike covers the variable annuity option, which is gaining in popularity among retirees. I think this is a very important topic for any investor, especially in light of some of the questionable marketing tactics used to promote these contracts. You definitely need to read Mike's analysis before attending one of the "free lunch" seminars touting variable annuity investments. Mike also includes one of his "Retirement Tidbits," which discusses a retirement resource that I think you may find especially helpful....
  • Are "Speculators" Controlling Oil Prices?

    With the recent spike in oil prices above $140 a barrel, and gasoline at $4.00 or above, Americans are crying foul. Someone must be to blame. In recent weeks, blame has increasingly been focused on so-called "speculators" in the oil and energy futures markets. This week, I take an in-depth look at the role of speculators in the futures markets and how much, or how little, they may be affecting the prices of oil and gasoline. I also review a recent Merrill Lynch study on the role of speculators in the energy markets. This should be one of my more interesting E-Letters....
  • Election '08 - Supreme Court In The Balance

    If you are undecided about who to vote for in the presidential election, perhaps you should consider the Supreme Court. The next president will likely have the opportunity to nominate 2-3 Supreme Court justices. This week, we will discuss the current make-up of the Supreme Court and the deep divide among the liberal and conservative wings of the High Court. We will also consider what kind of judges Senators McCain and Obama would likely nominate if they are president for the next four years. If you have been reluctant to vote for McCain, the implications for the Supreme Court should help you make up your mind....