Investments Archives - Conerly Consulting

1 Apr 2016

Get Ready for President Clinton

Business Strategy Economy Investments Public Policy

We're still months away from the election, but my favorite political forecaster, Larry Sabato, has drilled down to important realities in The Electoral College: The Only Thing That Matters. He notes that it's too early …

29 Oct 2013

Future of the Dollar as a World Reserve Currency

Economy Investments

My Forbes.com article Future of the Dollar as a World Reserve Currency is getting lots of attention. Key topics include why do countries hold foreign currency reserves, why do they hold dollars as reserves rather …

24 May 2012

Facebook IPO Not a Flop

Economy Investments

Is the Facebook IPO a flop? Not on your life. It’s a sign that Silicon Valley has gotten as smart about finance as it has been about technology. I like it. The smackdown of Facebook …

24 Feb 2012

Thomas Jefferson on Investment Bubbles

Economy Investments

My friend Patrick Lee at Thomas Jefferson Leadership quotes Mr. Jefferson: The American mind is now in that state of fever which the world has so often seen in the history of other nations. …

27 Aug 2011

U.S. Treasury Bonds Split Rated: The Song

Economy Investments

When a bond is rated differently by two ratings agencies, it is said to be "split rated." Thus the title of the song performed by Curtis Threadneedle, written by him and Marcy Shaffer and our …

17 Aug 2011

Can Industry Survive the Stock Market Crash?

Economy Investments

Manufacturing and related wholesale businesses are mostly enjoying better sales than last year, but Wall Street gyrations have thrown a scare into many executives of heavy industry. The key questions for manufacturing and distribution are …

16 Aug 2011

Interview on Investor Radio

Economy Investments

I was interviewed this past weekend on InvestoRadio, about the stock market volatility, the S&P downgrade of U.S. Treasury debt, and the risk of another recession. Listen here. (My interview starts about one-fourth of the …

28 Apr 2011

Is Gold a Bubble (2011 edition)

Economy Investments

You think? Here's some perspective: history, demand and supply. Brief history of gold price: Gold had sold for $35 an ounce, then shot up to $675 during the last bubble, peaking in January 1980. (I'm …

15 Mar 2011

Economic and Financial Impact of Tokyo Earthquake and Stock Market Sell-off

Economy Investments

I rarely invite guest authors in, but the following piece is worth an exception. The author is Phil Diamond, CFA, Chief Investment Officer of Focus Point Solutions: Before you all get the idea to ask …

29 Nov 2010

Investment Information: Good Advice in Easy Format

Investments

In my free time I am chief-economist and co-founder of abcInvesting.com. We have just launched version 2.0 of our investment information website. Here are the cool things we're proud of: Our lessons, the "ABCs of …

12 May 2010

Stock Market Forecast from Last Year

Economy Investments

In preparing this month's newsletter, I glanced at the issue of one year ago, May 2009. Here's my chart on the stock market: That turned out to be prescient. Here's the picture carried through last …

11 May 2010

High Frequency Trading and the Stock Market Crash: Trust the Computers?

Investments

Last week's short sharp shock to the stock market had the usual poorly informed people speculating that the computers had gone berserk. HAL was doing to investors what it had done to astronauts in 2001. …