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Here's the Business With the Next Apple Watch... But Investors Think It's the Next Google Glass

Here's the Business With the Next Apple Watch... But Investors Think It's the Next Google Glass

During a recession, there’s a reason governments tend to send stimulus to those with lower incomes…  Not only are these folks more likely to struggle during an economic downturn, but any benefits sent their way are also likely to have a stronger “multiplier effect” in the economy. This means that for $1 sent to a […]
The 'Paradox of Choice' Means Collapsing Returns for This Money Manager

The 'Paradox of Choice' Means Collapsing Returns for This Money Manager

In essence, the economy is the sum of an entire nation’s profits… People often think of “profits” as just something that corporations report. But in reality, these come from across the whole economy. Corporate profits are the revenues companies generate less costs. Consumer profits are the revenues that folks take in less taxes and savings. […]
'Embedded Expectations' Are Flashing a Warning Sign for the Market

'Embedded Expectations' Are Flashing a Warning Sign for the Market

We’ve talked regularly about the coming ‘Big Bath’ in earnings, now let’s talk about what to do about it… Late last month, we highlighted in the Daily Authority (and in Forbes) that second-quarter earnings are going to be ugly due to the earnings “Big Bath.” We also noted that the market is not pricing in […]
Private Equity Doesn't Just Want to Own Your Company... It Wants Your Retirement

Private Equity Doesn't Just Want to Own Your Company... It Wants Your Retirement

401(k) assets in the U.S. are an estimated $6.2 trillion… This is a massive market, but these accounts generally have very specific rules on what assets they’re able to invest in. And in a potentially important shake-up, the U.S. Labor Department just added another asset class to that list: private equity. Some people might be […]