Tax loss harvesting is the portfolio management practice of selling a security that has experienced a loss in order to capture tax savings. Realized capital losses can be used to offset future realized capital gains. Any realized losses that are not utilized in any one year can be “carried forward” indefinitely. Further, investors who don’t … Continued
Any attempt by investors to strategize based on government data should consider that virtually all announced monthly statistics are subject to almost endless revisions, some of which may be substantial. It is also clear that the media will precede actual announcements with a seemingly endless and widely diverse array of projections, followed by a minute … Continued
Wikipedia defines scalability as the capability of a system, network or process to handle a growing amount of work, or its potential to be enlarged in order to accommodate that growth. This is an important concept for investors. In a business setting, scalability defines a system whose performance improves after additional investment proportionally to the … Continued
The issue of raising the minimum wage has always been controversial and with the run up to the November 2016 elections, the rhetoric has become more pervasive and heated. This is an important issue for investors and, to a lesser extent, consumers. It seems that the pros and cons of the matter can be summarized as … Continued
It appears that, after reviewing the latest comments from the Fed, the majority of prognosticators continue to believe that the Fed is likely to modestly increase interest rates at the September meeting. Apparently these expectations come despite some real questions as to whether economic conditions actually warrant higher interest rates. Consider: Inflation appears to be running … Continued
From the August 26, 2015 Wall Street Journal article titled “Trading Tumult Exposes Flaws In Modern Markets.” “Lansing, Mich. based financial adviser Theodore Feight had set up an automatic sale for iShares Core U.S. Value ETF MMIUSVMM if it were to fall a certain amount. The ETF tumbled 34% in early trading, and instead of … Continued
The recent market volatility can be scary for any investor. After six years of positive returns, investors had finally started to feel good about investing again. This recent correction can be a small reminder of what most of us lived through in 2007-2009. We believe this is a correction in a long term bull market. … Continued
It is becoming apparent that the administration’s proposed nuclear deal with Iran is likely to go forward. While there is considerable uncertainty and reluctance in Congress, at the end of the day, there do not appear to be enough votes to halt the process. For investors, the key issue is uncertainty. Not uncertainty as to … Continued
The question of bundled or unbundled products or services is becoming an increasingly important issue across a wide range of industries. Bundling is buying a total package that includes a fairly substantial menu of services, compared to unbundled, in which you buy just the specific product or service that interests you. In the world of … Continued
After an unexpected report of a year over year drop in Chinese exports of -8.5%, the Chinese government, literally overnight, devalued its currency, by just under 2%. Translation: The Chinese government reduced the value of its currency, which makes the price of the goods it produces cheaper/more attractive to foreign buyers. For example, a Chinese product that … Continued
The title of this blog is a quote from a January 17, 1924 speech by then President, Calvin Coolidge. According to Wikipedia, the ultimate assessment of his presidency is still divided between those who approved of his reduction in the size of government programs and those who believe the federal government should be more involved … Continued
Short-termism refers to an excessive focus on short-term results at the expense of the long term. Numerous politicians, on both sides of the aisle, and most recently Hillary Clinton, have sought to blame the weak economic recovery over the last several years, on the perception that corporate America is consumed with an effort to maximize … Continued
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