The 1980s: Yesterday & Today

I remember back in the early 1980s when people were so worried about US President Ronald Reagan (who was known as “that actor with the monkey”), and experts clashed over what that type of leadership would mean for...

Young Bulls & Old Habits

How about this bull market that’s now being described as over nine years old, eh? In stock market years, that’s like calling it a Zimmer-framed financial thrombosis-in-waiting. So, let’s try putting a little perspective on the life and...

Market View: Confusing the Summer’s Roses for Weeds

What would the summer financial season be without a continuing stream of bad data to push you to react? I’d call that unlikely event a good quarter, indeed. As such, I’ve long suggested that folks should try hard...

Big Brother knows best (...allegedly)

I thought I better get this month’s Informing You out before the GDPR deadline in case my readership falls dramatically. If you are like me you will probably be choosing to receive only a small minority of emails...

Summer’s Here: Set Click-Bait Amplifiers to “Eleven”

With the impending arrival of June the investor and manager crowds are already beginning to thin out and fade into the summer haze. And just as in the past 36 summer doldrum seasons that I’ve worked in this...

Because No One Wants to Get Rich Slowly

There’s been rising chatter about a lack of liquidity in the markets. Folks, we’re not even close. The next bear market will not be because of a shortage of liquidity. America’s corporate tax overhaul at the end of...

The Space Between Headlines and Facts

Far above the Armageddon-like media coverage America’s economy is, as we used to say, “Smokin'." By example, KPMG recently released data from a CEO survey that showed huge increases in confidence for growth – they see significant increases...

It's official! No news is good news.

“The illiterate of the 21st Century will not be those who cannot read or write, but those who cannot learn, unlearn, and relearn” Alvin Toffler…… (Future Shock 1970) One of our long-standing clients who regularly responds (favourably, thank...

How to give your finances a Spring Clean

All articles in this section are provided courtesy of Master Investor Magazine and are not necessarily the views of Alan Steel Asset Management. … Now my advice for those who die Declare the pennies on your eyes 'Cause...

Mellon on the Markets - May 2018

All articles in this section are provided courtesy of Master Investor Magazine and are not necessarily the views of Alan Steel Asset Management. It's late April in LA, it's raining, and it's time for the annual Milken Institute...