EDITOR'S DESK, EDITORIAL

Toe warts to ptomaine. It’s The Economist Bub.

SEPTEMBER 10, 2018. The Economist covers the entire world, in a week, every week. But what does it tell us? In August the paper told us “The way forward on immigration.” It’s good to know someone has all the answers. But can we sleep safe? Not if you believe in democracy, or national self-determination. This paper beats only a globalist drum. And it does it on every topic, with answers for everyone from Botswana to Boston. And that means you bub. Enjoy. We did, after we calmed down.

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EDITOR'S DESK, EDITORIAL, FUNDAMENTALS, INVESTING, THINKING NOW

Ring Time Ranks As Risk

SEPTEMBER 3, 2018. Market risk rolls on, every second you’re invested. All the fancy dancing in the world will not protect you from crushing losses. Think ’08. Diversification helps. But just like boxing, you’re either in the ring, or not. If you’re in win, don’t dance.
Owning five hundred stocks is hardly winning. Nor is it effective risk management. It’s hedging. It’s playing not to lose, while facing most of the same risk. You can’t dance and win at the same time. Again, you’re either in or not. So punch to win. Why not? Your ass is on the line either way. Do you truly want to brawl for a bag of quarters?

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EDITOR'S DESK, EDITORIAL, MARKETS/ECONOMY, MEDIA, THINKING NOW

Trade? NATO? Change Without Disruption? Dream On.

JULY 13, 2018. Beyond politics and a polarized media, the facts defining trade and NATO stand clear, despite media spin. Both are negotiations, not some flossy brunch with the partners. It’s business, national business, and that means upset.
But not to worry. Our European allies dearly love us–like a Sugar Daddy. Besides, fussing is much easier, and cheaper, then reworking insular national budgets. How upset does your daughter get if the funds aren’t there?
World War II ended 73 years ago. The Soviet Union collapsed 27 years ago. Treaties are binding, all round. Abrogations matter. Yet, is the United States really obligated to continue subsidizing the security of nations unwilling to live up to their own treaty commitments? If they don’t care enough to pay, why should we?
In stark violation of WTO rules, and free trade, China subsidizes, dumps, cheats, hacks, and shields, on behalf of its’ industries. Japan’s done so forever. The WTO is AWOL. Successive U.S. presidents have sat on the issue like an egg, and hatched a fat zero. But no, don’t do anything different, like tariffs. More importantly, never be disruptive, or unpredictable. Somebody might get upset. Worse yet, things might actually improve.

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EDITOR'S DESK, EDITORIAL, FUNDAMENTALS, INVESTING, MARKETS/ECONOMY, MEDIA, STOCKS

Summer Blockbusters. The Very Best, In Bright Light.

JUNE 25, 2018. Myths die hard, or never. Here’s one.
The real winners are a secret, waiting for you to discover them. Not really. So why beat the weeds for that rare gem?
Secret stocks are the ones Wall Street never talks about. Guess what? If Wall Street doesn’t talk about them, they’re likely not worth your time. Again, why?
No doubt the equity investing world harbors stocks that are doing well, in near perfect darkness. Yet simple reasons exist for not beating the ditches to find such unusual names. How about your time? Instead of sifting the obscure for a great hope, simply follow the spotlight. The light is where things grow. Summer blockbusters you can grow with.

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BUSINESS, EDITOR'S DESK, EDITORIAL, GREEDY CREEP, MONEY

Family Picnic. You’re Selling What? Family, Friend, Or Customer? Both?

JUNE 8, 2018. You have friends and family. They have friends…and everyone’s spending money and people talk and eventually business, friends, and family collide. Confusion.
Keeping family ties clear and sweet is hard enough, without injecting business. So why do it? Family. In-laws. Good intentions. Is it wise? Is it “good business?” Once started is it unstoppable? Family. Money. Reality.

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CULTURE, EDITOR'S DESK, EDITORIAL, MONEY, THINKING NOW

Money Looks. There It Is Again.

JUNE 4, 2018. Wealth forms the axle around which the world turns. The development of civilization is marked by developments in wealth and expressions of said. Wealth created currency so it could move freely. Now it moves digitally and invisibly, in seconds.
Money is a product of culture. How many forms and faces has money shown us? Culture is the context within which we view, color, and understand money. But do we? Prison or path to freedom? Is it up to you?

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