Investor Insights

In this episode we cover the very dynamic economic issues powering ahead for the US - in a positive way - under all the negative chatter in the headlines. Learn this: the news is designed to get your attention. The media cannot get your attention with good news - so they scare you with bad news. Be unafraid. Participate in this set of ideas instead: Generation Y is going to change the world. Most did not recognize this in the early 80's when the Baby Boom was set to explode into our economic system. Gen Y is bigger, better, smarter. They have just begun. It is the first inning of a new ballgame. Just like when the shuttle took off - T-30 seconds and counting was always an exciting time before lift-off. Stay patient and focused. Happy Memorial Day weekend.

Well what do you know, economic data are improving in all fronts: housing, retail, incomes, profits, GDP, industrial production and durable goods orders. Focus on the doom-sayers at your peril. The world is not ending. Indeed, thanks to Generation Y and the Barbell Economy, we have a rocket ship getting ready to leave the launch pad. Explosive surprises are ahead as 86 million kids begin to grow up and impact the world in wonderful ways - all from the US economy platform. Listen in and let us know what you think.

For years the audience has been taught to ret over "the Fed Minutes." It is as though we have simply added new trash to the pile of things to worry about. In the long run, they mean little, if anything. Having started in this business in 1982, I can confidently tell you that for the first 25 of those years, no one ever spoke about the Fed Minutes. In time we will find there is such a thing as too much stuff to read and "be aware of." Investors need to embrace that our best days are ahead of us. Stay focused on that and listen in - let us know what you think.

Bottom line: now that the entire world is fretting over deflation and cheap oil, we suggest to you that inflation is coming back. Before you get frightened, inflation is a good thing. Most assuredly one would want inflation over deflation. Listen in and let us know what you think.

In the most recent minutes from the Fed, there was "shock" that we may indeed face another 25 basis point rate hike in June. Here is the difference this time though: less than 48 hours later, the market was higher than where it was before the minutes were released. This is a character shift that we suspect will be very important a couple years down the road - and in a good way for investors focused on the long-term horizon.

Far too many investors have been led astray by bogus definitions of our "paltry" economic growth. In reality, since 2012, we have added $2 TRILLION to our annual GDP. Do we really want to call that a failed recovery? Before you assume the media has it right, we have NEVER created $2 Trillion in new GDP in a span of 42 months - in the history of our country.

The good news is that our best days are still ahead....hold on.

Like the shuttle when the countdown hits T minus 5 seconds and the massive engine ignites, many do not understand the powers which are brewing under the surface of the US economy. We are the only western developed economy with the demographic benefits unfolding. Don't get too bored - it takes time - but the trends last 30 years.

As investors viewing the long-term horizon, sometimes one needs to stand tall to see over all the weeds. Higher altitude viewing provides a better perspective often in this age of push button reactions. Listen in and let us know what you think.

Too many investors are reaching hasty conclusions which always lead them to believe the end of life as we know it somehow near. Once monster after another comes and goes.

There is no Apocalypse awaiting us all. Indeed, we will set records in GDP output this year - like we have for every year other than two in recent decades (2008/2009).

Our economy is heading into growth stages most do not understand. Listen in and let us know what you think.

Many times in history we have seen a pause that lasts a couple years. This one is going on 19 months old and the markets have gone nowhere fast. Lots of churn - lots of trepidation - lots of overblown fears and angst. In the end, we are not as bad off as feared. We need to simply recognize this as a lunch stop on the way up a very large mountain. The coming summer swoon lookout rule? Look for opportunity for long-term growth as too many will remain afraid. Listen in and let us know how you feel.