Latest Insights on ERA
Japan’s Doomsday of Demographics and Debt October 23, 2017 Uncategorized I first lived in Japan back in 1979. The economy was five times larger than China’s. Its population was young and vibrant. Its government debt was less than 50% of GDP. Now, when I go to Japan, I see an entirely different country. Its economy is less than one-half the size of China’s. Its population […]
Grow Your Wealth in Times of Market Weakness October 20, 2017 Wealth Protection If your entire portfolio is invested in stocks, you won't be able to grow your wealth when the market takes a turn for the worse.
Netflix and Amazon Have Plenty of Growth Ahead October 19, 2017 Investment Opportunities The cable TV industry is dying, NBC, ABC and CBS viewership is in decline, and Netflix and Amazon are taking over the online world of streaming TV.
Stocks Are 40% Undervalued Right Now October 19, 2017 Stocks Among the bears' most interesting arguments is that stocks are overvalued. But with interest rates where they are, stocks are deeply undervalued.
The Dangers of Investing in Value Traps October 18, 2017 Stocks There are two kinds of stocks: those with value, and those that are value traps. What’s the difference? The epic debacle of one hedge fund offers clues.





