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  • Happy Hour: Happy Holidays And Profitable New Year

    December 20, 2013

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    Jon

    Welcome to the end of the week and another edition of Happy Hour! Just sit back, relax, and enjoy your end of the week roundup of all things interesting in the land of money.

    Happy Holidays

    Welcome to the last post of 2013. This just seemed like a good place to wrap things up for the year since the holidays are stuck in the middle of the week. I’ll be spending the last few days with some technical behind the scenes stuff that needs to be finished up (actually it’s everything I’ve put off for the past 12 months) and, of course, getting in some relaxing  holiday time too. Continue Reading…


  • Outlook 2014: What To Expect In The New Year

    December 19, 2013

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    Jon

    Crystal BallEvery year the predictive powers of Wall Street are put on display for all to see. What follows is a wild mix of forecasts for the next year. Some are outlandish, others obvious, but another main theme plays out. Skepticism at the thought itself.

    Should we be surprised? Not really. Much like baseball, batting .300 is a good year for forecasters. Far too often the focus turns to the one or two home runs they hit every year while ignoring all the strikeouts.

    For me, it’s a way to test my understanding of what’s going on and have some fun in the process. That last part can’t be overstated enough. This exercise is meant to be fun first. Honestly, I just hope to do better than last year.

    Call it what you will. Predictions. Best guesses, some more educated than others. It’s what I think will happen based on what I know now. Of course, rarely do things go as planned. There are always a few surprises. I don’t expect 2014 to disappoint either. With that, here’s my take on the next twelve months. Continue Reading…


  • Happy Hour: Looking Back

    December 13, 2013

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    Jon

    Welcome to the end of the week and another edition of Happy Hour! Just sit back, relax, and enjoy your end of the week roundup of all things interesting in the land of money.

    Looking Back

    Every year, a bunch of people release their forecasts on the new year. It starts around now and trickles in through January. Some are doing it to make a name for themselves. It’s the ultimate hype machine for anyone with some wild and crazy predictions. Continue Reading…


  • 2013 Best And Worst Market Awards

    December 12, 2013

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    Jon

    2013 AwardsEvery year the market never fails to surprise us with big winners and losers. The S&P 500’s 22% rise was one winner, but it wasn’t the best and far from the worst. This is the third year for the best and worst market awards with the focus on finding this years best and worst performing investments across several categories.

    I do this every year for three simple reasons. The first, its fun to see the winners and losers of the year and compare it to earlier years.

    Second, we might actually learn something. Outliers exist inside of every market that offer greater rewards and risks than your typical index fund. Whether it fits your investment strategy or not, finding out why can be helpful if not educational.

    Third, it stands as a reminder that every year is different. The old disclaimer about past performance is true. You only have to look back at last year’s awards to see that it doesn’t guarantee future results. That said, investments don’t stop being naughty or nice because the year is over either. And whatever you do, don’t blindly invest off this list before doing some research first. Continue Reading…


  • Happy Hour: 7% and Cyber Monday

    December 6, 2013

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    Jon

    Welcome to the end of the week and another edition of Happy Hour! Just sit back, relax, and enjoy your end of the week roundup of all things interesting in the land of money.

    7%

    The unemployment rate came in today hitting the magic number “7”. That is 7%. The last time it’s been this low was 2008 and we all know what happened then. But the big question these days is what happens now? Continue Reading…


  • Happy Hour: Active Picking And Late to the Game

    November 22, 2013

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    Jon

    Welcome to the end of the week and another edition of Happy Hour! Just sit back, relax, and enjoy your end of the week roundup of all things interesting in the land of money.

    Active Picking

    I ran across a recent commentary about why stock picking is back. It’s not too far-fetched, yes it is possible, and Warren Buffett isn’t the only one who does it. The people doing it aren’t the ones bragging about it. So your stock picking neighbor who only picks winners, probably isn’t one of them.

    The author’s theory is nothing new. If everyone is investing the same way, it stands to reason their returns will eventually languish, and other investment styles will rise out of the opportunity. Continue Reading…


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