category archives: Preservation Strategy

  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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  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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  TTID
 

(No It’s Not) “This Time Is Different; Eight Centuries of Financial Folly”

  • Written by David
  • August 4, 2011 at 9:57 am
  • 1

This of course being the title of a book that came to market (ever so timely) in 2009.  The book won instant critical acclaim, and to read it for yourself at a later date, click the link below from amazon to order. However, this is not a book review.  Having read the book, the main [...]

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The Lost Decade for S&P 500 Index, an Update ‘Eleven Years After’

  • Written by David
  • May 24, 2011 at 8:39 pm
  • 0

This work comes from Doug Short. The Lost Decade for the S&P 500 Calculations are from the  March 24, 2000 tech bubble high (The NASDAQ all time high of 5,054) to May 20, 2011. A $1,000 invested in March 2000 has merely grown to $1,070.00 eleven years later, in nominal terms. (not adjusted for inflation; [...]

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Search for Safety, Safe assets: nowhere to hide?

  • Written by David
  • February 25, 2011 at 10:40 am
  • 1

While browsing the Financial Times (FT) today, I came across this article, Safe assets: nowhere to hide (Click above title to access article) I instantly thought, this headline is not true, there are investment strategies to protect investors during sharp market declines.  David Gratke Wealth Advisors has been using such strategies for nearly ten years [...]

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Dow 9800, What is one to do now?

  • Written by David
  • September 28, 2009 at 2:43 pm
  • 0

This posting is a more detailed look at my August 20, 2009 posting Commentary | Where do the markets go from here? I’ve recently begun crafting a short list of topics that have me concerned when viewed against the backdrop of current stock market valuations.  This list will be a work in progress. I could [...]

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Commentary | Where do the markets go from here?

  • Written by David
  • August 20, 2009 at 10:33 am
  • 2

Although world stock markets have made excellent ground in recovering past years’ losses as reported in the Financial Times article dated August 15, 2009, S&P surge beats post-war record (click to read article) I continue to remain cautious regarding the longer term outlook for the US and world financial markets. Since nearly 70% of the [...]

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Investment Opportunities in a Down Market

  • Written by David
  • June 10, 2009 at 9:43 am
  • 2

What to do? What to own? Where to invest? How well are you managing risk these days? Over the years, I have analyzed many a client’s 401k statements. A typical 401k plan allows for many investment options in the name of diversification. Oddly, almost all of these options will lead to a similar result when [...]

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“Inside the Meltdown” from PBS Frontline

  • Written by David
  • April 23, 2009 at 9:14 am
  • 0

May I ask for 56 minutes, 23 seconds of your time? If you have not seen PBS Frontline’s episode , “Inside the Meltdown”, I invite you to find an hour’s time to view this program online. Click this link to view Frontline’s page on this subject: To watch the video directly, click the link below: [...]

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