Current Commentary

Current Commentary2018-07-02T10:43:19-07:00

China Bans Uber

What due Red China, the Cities of San Francisco, New York and Las Vegas, to name a few, have in common? They ban Uber the quintessential free market innovation, most likely due to pressure from unions and the politicians who collect fees and limit access to transportation for citizens.

"China bans private drivers in taxi app clampdown"
Reuters | SHANGHAI Thu Jan 8, 2015 9:29pm EST
(Reuters) - China's transport ministry has banned taxi hailing apps such as Uber Technologies Inc and local rivals Kuaidi Dache and Didi Dache from using cars and drivers without taxi licenses in a bid to regulate the rapidly growing sector. The nationwide ban comes after authorities in the Chinese city of Chongqing began investigating Uber in December over concerns that its drivers were not properly licensed. Read More
By |January 16th, 2015|Financial Commentary - Public|

Far-reaching Implications of Swiss Bank Decision

The author of this article has a diplomatic (or elliptical) way of expressing that, because European politicians have failed to change policies that make it very expensive to start new businesses or hire (or fire) workers, economic activity is stuck in neutral there. Most European nations are socialist, taxing businesses, especially small businesses in the form of high benefits, short work weeks, long mandated vacations and severe penalties for laying people off during difficult times. This discourages creative entrepreneurs from bothering to take the risk of starting new ventures.

"Implications of the SNB decision extend far beyond Switzerland"
By Mohamed El-Erian January 15, 2015 5:57 pm
You need only look at the immediate reaction of the foreign exchange markets to the Swiss National Bank’s announcement on Thursday that it was dismantling its one-sided currency peg against the euro to get a sense of the momentous and surprising nature of the decision. Read More
By |January 16th, 2015|Financial Commentary - Public|

Consistency Is a Virtue for Financial Advisors

Does anyone remember Elaine Garzarelli? Henry Kaufman? Martin Zwieg? These were widely quoted market gurus of the '70's and '80's who got one or two predictions right, then became media darlings. None were successful actually handling real money for real people. Consistency is an under appreciated virtue in my business. Trusted Financial Advisors values this virtue.

"Whitney's Fund Said to Drop 11% as Office Put on Market"
By Max Abelson Dec 21, 2014 6:36 PM PT
Dec. 22 (Bloomberg) –- Meredith Whitney, who started a hedge fund after becoming one of Wall Street’s most famous analysts, is facing tough times. Bloomberg’s Max Abelson reports on “In The Loop.” (Source: Bloomberg)
Read More
By |December 22nd, 2014|Financial Commentary - Public|

Today’s Eisenhower Economy

Emerging from the scariest Recession (note the capital “R”) in three generations, America seems to be enjoying a well- mannered economic recovery the likes of which were probably last seen in the 1950’s. Let’s summarize the good news, for those of you too impatient to read this entire blog post:

  1. Low inflation -- should continue
  2. Low interest rates -- little risk of a sharp rise
  3. Rising employment -- New jobs are being created at the rate of over 200,000 per month
  4. Good consumer confidence -- people are spending on cars, remodeling, dining out and vacationing again
  5. Buoyant stock market
  6. Buoyant housing market
  7. Buoyant retail sales
  8. Complacency - there does not appear to be a likelihood of some great social upheaval as in the 1960’s and 1970’s
By |October 6th, 2014|Financial Commentary - Public|

Big Day & Week for Kinder Morgan Investors

This energy transportation company was the financial headline du jour on Monday August 11. The company is really a “family” of companies all under the oversight of Richard Kinder who once was CFO at Enron, which became a House of Fraud after his departure. Over the past 18 years he has overseen the growth of his company from a handful of natural gas pipelines to what is now the third largest energy company in the world. We have invested our clients capital in one or more of the Kinder Morgan entities since early 2004, enjoying average annual returns in the double digits with steadily rising dividends all along the way.

By |August 14th, 2014|Financial Commentary - Public|

Quarter End Report June 30, 2014

This was one of the best quarters and is one of he best half-years for our Balanced-Value style of investing that I can recall in our 13+ year history. Most client accounts will see a half year cash flow adjusted increase in the range of 7% to 10%, topping the performance of broad stock and bond indices. Our superior performance was driven by a relatively heavy weighting to the energy industry which had been under market suspicion until things began to unravel in Iraq in June. An ocean of new oil is being produced in North America with more to come, and as with natural gas, there is worry that oil prices may become depressed for a time by surplus. However, the unexpected sweep by extremist Muslims into Northern Iraq seems to have driven investors to buy energy companies, despite little movement in the benchmark Brent Crude price. Since our approach to energy is dominated by ownership of pipelines, and because these stocks are in high demand for their dividends, our clients enjoyed a double barreled lift to their portfolios as both energy and utilities were among the strongest performing sectors in the past quarter.

The quarter’s performance was aided by new price highs for a number of our holdings.

The Fixed Income Story

Meanwhile, surprising the consensus, including me, was the strong showing of bonds as interest rates stubbornly refuse to rise, even after five years of economic recovery. I reduced bond holdings a year or so ago in the face of the first significant correction in bond prices in five years. At the time it appeared the long predicted turn for interest rates was upon us. Not so. Rates have backed off...

By |June 30th, 2014|Financial Commentary - Public|

 

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