Archive

Government Incentives

Governments utilize a variety of incentives intended to direct economic activity in politically motivated directions. Investors need to be aware of the affect of incentives on investment opportunities and, most important, recognize that what the government gives, the government can withdraw. For example, electric vehicles (EVs) have been widely acclaimed as an opportunity to reduce […]

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Is Big Pharma A Piñata?

Healthcare is, or more correctly, continues to be the topic of the day.  We are all, as patients, providers and/or tax payers, necessarily involved in the whole issue of how best to provide reasonable and universal access, on an affordable basis, to quality healthcare. Big pharma, and therefore, investors, are directly involved.  Media commentary likes […]

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Lackluster Economic Growth?

To varying degrees, commentators and economists are suggesting that the U.S. economy seems to be struggling to sustain a growth rate on the order of 2%, while most observers believe that growth on the order of 3% would be highly beneficial and, is also generally considered to be a reasonable target. June unemployment has fallen […]

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Shareholders’ Rights Update

In our March 15th blog, we commented on the apparent deterioration in shareholders’ rights in connection with the initial public offering of Snap, Inc. shares, which have no voting rights.  This issue is garnering increased attention from institutional investors. State Street Global Advisors recently urged the U.S. financial regulator to block companies from adopting controversial […]

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Here We Go Again

Recently released data from Freddie Mac revealed that nearly 50% of Americans, who have recently refinanced their homes to take advantage of lower interest rates to reduce borrowing costs, are taking cash out.  This means that the home owner is increasing the principal balance, and reducing equity. This is the height of folly.  Apparently, people […]

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Investing in Education

Wikipedia defines investment as the allocation of money (or sometimes another resource, such as time) in the expectation of some benefit in the future. Wikipedia defines education as the process of facilitating learning, or the acquisition of knowledge, skills, values, beliefs, and habits. The foregoing suggests that, before investing a great deal of time and […]

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