category archives: Market Views

  Depression
 

It’s Time To Start Calling This For What It Is: A Modern Day Depression

  • Written by David
  • September 14, 2011 at 12:25 pm
  • 0

I recently posted a blog article on August 10, 2011 titled, “I was Two Years Too Early.. Preserving Wealth” where I would catalog my blog postings over the past two years stating my convictions on wealth preservation. Today’s missive by Rosenberg is to many, a stunner. For me it is not a stunner, merely recognition [...]

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  wmc110829b
 

A Reprieve from Misguided Recklessness

  • Written by David
  • August 29, 2011 at 12:29 pm
  • 0

More thought provoking work from John Hussman Ph.D. All text below from article. Bolded text by DGWA. Click for full article here. Valuation Review There are certainly alternative methods of valuation embraced by Wall Street analysts. In particular, many analysts view the market as “cheap” based on forward operating earnings, without any consideration for the [...]

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  RPAG
 

I was Two Years Too Early.. Preserving Wealth

  • Written by David
  • August 10, 2011 at 11:58 am
  • 0

In August 2009, I would begin publishing articles on my blog regarding concern for the amount of debt in the world and how that debt would eventually, and negatively, impact financial markets around the world.  In those posts I began to discuss measures I would take to protect client portfolios from large loss when markets [...]

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Brace Yourself

  • Written by David
  • July 8, 2011 at 6:34 pm
  • 0

The following article from the Big Picture at http://www.ritholtz.com posted July 8, 2011. I have bolded certain text, David Gratke. Brace Yourself Posted By Paul Brodsky On July 8, 2011 @ 9:30 am In Currency,Federal Reserve,Gold & Precious Metals,Think Tank | No Comments The bad news for investors pursuing positive real returns is obvious – [...]

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Secular Outlook: Navigating the Multi-Speed World, PIMCO

  • Written by David
  • May 17, 2011 at 8:57 am
  • 0

The text below is from PIMCO’s Secular Outlook conference held in May 2011. It was in a previous year’s ‘Secular Outlook’ that PIMCO coined the phrase ‘new normal’ relating to slower global economic growth. As I see it, the main take-away themes from the 2011 conference are: Debt-Still the number one issue around the world. [...]

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The Seven Immutable Laws of Investing

  • Written by David
  • May 3, 2011 at 9:08 am
  • 0

A great article for all investors, in particular, I find ‘laws’ 1, 2, 3,4 and 5 of great importance given current market levels, and current market valuations, for both stock and bond markets. (from www.ritholtz.com March 23, 2011) By James Montier In my previous missive I concluded that investors should stay true to the principles [...]

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2011 Market Predictions? No; Informed Opinions? Yes!

  • Written by David
  • December 23, 2010 at 3:59 pm
  • 0

Ah, the magic of the season. Santa Claus in the shopping malls tending to children’s wish lists, and market pundits lining up to predict the market’s direction for the coming year. I find this exercise a waste of time and use several examples to illustrate my point. Every January, Barron’s, the weekly financial newspaper, publishes [...]

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Don’t Think Today’s 219 Point Stock Market Rally Was a Good Thing

  • Written by David
  • November 4, 2010 at 6:53 pm
  • 1

As the US Federal Reserve continues to pump more money into the US economy in what is called ‘quantitative easing’ or more recently dub QE2, ‘risk assets’ (stocks, commodities etc) are being driven up in price (to multi-year highs) due to this new money being injected into the system. Note the article below where I [...]

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Welcome to David Gratke Wealth Advisors, LLC. Online

  • Written by David
  • May 20, 2010 at 9:17 am
  • 0

Here’s an update of my online initiatives for your use in planning the ‘perfect day’. Website: www.davidgratke.com The website offers access to general information on  David Gratke Wealth Advisors LLC, to include David’s professional background, his philosophy for investing, and the added value he brings to the wealth management process. You may also access his [...]

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“If debt is a measure of consumer confidence, we have become very confident indeed.”

  • Written by David
  • February 2, 2010 at 3:13 pm
  • 0

The title is from my second most favorite New Yorker magazine cartoon. The cartoon was first published in August 1983 and created by Lee Lorenz. Ok, so we all know debt levels around the world are becoming increasingly problematic. The purpose of this posting is to bring together a few key elements and comments regarding [...]

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