With the current atmosphere in Washington, it might be a good time to recognize that some federal, state and local taxes are partially or substantially voluntary, and/or deferrable depending on personal choices. For example, capital gains tax liabilities are currently triggered by the sale of an asset at a profit. Any liability can be entirely or … Continued
That depends on how you define raisin. There has been a significant increase in the number of exchange traded funds (ETFs) offering a focused emphasis on current fashionable investment themes. While a diverse portfolio may offer the best long term results, many investors, at least with part of their portfolios, are seeking opportunities to concentrate … Continued
With the increasing probability that the federal corporate income tax rate is going up, we are seeing the usual, politically based projections, as to who will pay the higher rates. Some are saying that it will be investors and others are saying that it will be labor. It may well be everyone. All taxes charged … Continued
Over the last several quarters we have seen an increase in market activity by individuals who seem to take pride in how much they don’t know about the stocks they are trading. This is not investing. Perhaps it is trading, wagering or just plain “rolling the dice.” Over the short run, this may not be … Continued
With the development and gradual deployment of effective vaccines, travelers, the hospitality industry and investors are thinking about what should be required before a restart for widespread international travel. Any attempt to look forward must, at least for now, recognize that border crossing requirements vary widely for most countries. Travelers should also realize that it … Continued
Kanban, also known as just-in-time manufacturing, is a methodology aimed primarily at reducing times within the production system, as well as response times from suppliers and to customers. The origin and development of this system is generally attributed to Japan, largely in the 1960s and 1970s, and to Toyota in particular. More recently, the concepts … Continued
As recessions go, 2020 was clearly different. At least in aggregate, household net worth increased, instead of experiencing significant economic stress. The most recent Federal Reserve data indicates that household net worth increased to $122.9 trillion in the fourth quarter, from $114.2 trillion in the year-ago period. By comparison, during the previous recession, household net … Continued
China is putting forth a vision of continuing economic growth in conjunction with a reduction in greenhouse gas pollution. The plan calls for a peaking in carbon dioxide emissions by 2030, and net carbon neutrality before 2060. This may be difficult. We have previously discussed China’s dependence on coal. (See our blog dated 2019-2-13). China’s … Continued
New data for 2020 suggests that there has been a sharp decline in the global birthrate. Apparently, the combined effects of the pandemic, lockdowns and the global recession that followed, have contributed to a reduction in the world wide fertility rate. We previously discussed the expected long-term decline in the U.S. birth rate in our … Continued
Investors have long sought to generate investment returns with a variety of objectives, including above average performance and/or consistency. Over time, investors and their advisors have developed a range of strategies, initially with carefully selected individual securities. Later, new options emerged through actively managed mutual funds, passively managed Index funds, ETFs, and, more recently, highly … Continued
Recent events relating to power shortages in Texas have raised additional concerns over the reliability of the nation’s electricity grid. Similar problems last summer in California, triggered by an historic heat wave, have given way to widespread finger pointing and debates over the efficacy and reliability of various generating sources. It is unlikely that there … Continued
Universal Basic Income (UBI) has, in recent years, been the topic of considerable discussion and some experimentation, primarily in Europe, as the answer to poverty, automation and the drudgery of work. We have previously commented on various proposals and some of the potential benefits and problems. (See blogs dated 2015-12-17, 2016-11-22, 2018-05-02, 2019-02-21, 2019-07-24 and … Continued
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