by jonathandeyoe | Oct 6, 2015 | China, Greece, Investing, Monetary Policy, Personal Finance, Trade, Uncategorized, Weekly Commentary
Well, Q3 Was A Humdinger. It began with the first International Monetary Fund (IMF) default by a developed country (Greece) and finished with Hurricane Joaquin possibly headed toward the east coast. In between, China’s stock market tumbled, the Federal Reserve tried...
by deyoe | Sep 1, 2015 | Asset Allocation, Economic Policy, Europe, Financial Planning, Greece, International, Investing, Market Watch, People, Personal Finance, Politics & Law, Risk Management, Trade, Uncategorized, Video
Greece is an unmitigated Disaster, but not a threat. It is a wonder that Greece was ever allowed to join the European Union. However, now that they are in, The EU cannot let them out and MUST make them suffer to set a precedent for others. Thankfully, Greece has been...
by deyoe | Aug 28, 2015 | Asset Allocation, China, Developed, Economic Data, Economic Policy, Emerging, Energy, Financial Planning, Greece, Ideas, Investing, Market Watch, Monetary Policy, Personal Finance, Politics & Law, Retirement Income, Retirement Planning, Risk Management, Uncategorized, Video
Jonathan discusses some of the more pressing topics of current market and economic activity in his annual Halftime Report. Fundamentals have not changed (much) since this presentation was given live to clients in late July 2015. This being said, the volatility that...
by deyoe | Jul 21, 2015 | China, Debt & Mortgages, Economic Policy, Greece, Politics & Law, Trade, Weekly Commentary
Investors around the world breathed a sigh of relief last week. It wafted many markets higher. The NASDAQ jumped by more than 4 percent. The Standard & Poor’s 500 Index gained 2.4 percent. France’s national benchmark index rose 4.5 percent, Germany’s was up 3.2...
by deyoe | Jul 14, 2015 | China, Emerging, Greece, Investing, Personal Finance, Politics & Law, Weekly Commentary
It’s a cautionary tale… Many Chinese investors were so optimistic about the prospects for Chinese stock markets they bought on margin, meaning they borrowed money to buy stocks. Borrowing to invest has been so popular that the amount of margin loans doubled in just...
by deyoe | Jul 9, 2015 | Asset Allocation, Economic Policy, Europe, Financial Planning, Fiscal Policy, Greece, Investing, Monetary Policy, Politics & Law
THE EUROPEAN CENTRAL BANK IS NO U.S. FEDERAL RESERVE OR PEOPLE’S BANK OF CHINA OR BANK OF ENGLAND. Recent matters in Greece have highlighted some of the problems with the European Union. One of the most important is the EU does not have a single government...
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