Category: Blog

  • WSJ searching for the pin that will pop the current economic bubble

    WSJ searching for the pin that will pop the current economic bubble

    I expect this will be like all the previous bubbles. We only found out what the pin was after the bubble popped. The Fed report this past week said the virus remains the biggest threat to the economy and thus the financial system. April’s jobs disappointment was a reminder of how unsettled the economic outlook…

  • Wall Street Journal reports on inflation… again

    Wall Street Journal reports on inflation… again

    These stories keep popping up. I don’t think this bodes well for the U.S. economy over the next few years. Costs are rising at every step in the production of many goods. Prices for oil, crops and other commodities have shot up this year. Trucking companies are paying scarce drivers more to take those materials…

  • The Yield – Week ending May 7, 2021

    The Yield – Week ending May 7, 2021

    News and info on stocks in my portfolio for the week ending May 7, 2021

  • The dreaded word “inflation” continues to rear its ugly head

    The warnings about inflation are getting louder and louder. With all the magic money spending how can inflation not creep up? How can interest rates not rise? How can we continue to spend at such a rapid clip? I just hope I’m well positioned enough to survive any coming economic collapse. We could be at…

  • W. P. Carey shares added to Medium Yield Portfolio

    W. P. Carey shares added to Medium Yield Portfolio

    Yesterday I added shares of W.P. Carey, Inc. (WPC) to my Medium Yield Portfolio. I needed some additional balance where the financials sector is a little heavy in that portfolio. WPC is now 1.4% of that portfolio raising my real estate percentage from 7% to 9% and reducing financials from 28% to 27%. I’ll be…

  • Verizon to sell Yahoo and AOL

    Verizon to sell Yahoo and AOL

    Verizon is 2.1% of my Medium Yield Portfolio. This is good news to me. I don’t know why they bought Yahoo! or AOL in the first place. Verizon had dreams I guess of being a multimedia conglomerate. Regardless neither of those companies would have brought them what they wanted. I wonder what they actually go…