Arbor Asset Allocation Model Portfolio (AAAMP) Blog

Arbor Investment Planner – Do It Yourself Investment Management

Arbor Asset Allocation Model Portfolio (AAAMP) Blog header image 4

Entries Tagged as 'Economics'

Bush Policies versus Obama Policies. Which is Better?

June 9th, 2010 · 2 Comments · Economics, Political

By Ken Faulkenberry
The question of whose policies are better; Bush’s or Obama’s, is being debated across the country in articles and live news, on TV and Facebook, by political pundits and individuals alike.  But I question whether this is even a valid argument.  Would we argue over whether it was better to drive off a [...]

[Read more →]

Tags: ····

The Ramifications of ObamaCare on Economics and Investing

March 23rd, 2010 · 2 Comments · Economics, Investment Planning, Political, Specific Investment Ideas

By Ken Faulkenberry
The passing of ObamaCare greatly increases the role of government in our health care. While there may be a few beneficial items in the bill; the vast majority of it will hurt the middle class. Health Care stocks soared immediately after passage because the bill morphed into a gigantic giveaway to the very [...]

[Read more →]

Tags: ··············

Three Needed Health Care Reforms

February 24th, 2010 · 1 Comment · Economics, Political

When health care is free (i.e. single payer systems) or is hidden (current system) the demand creates shortages that cause rationing decided by the payer (government or insurance company). Reforms that encourage greater competition, personal accountability and choice, preventive maintenance, greater transparency of costs, tort reform, and tax fairness would greatly improve the best and [...]

[Read more →]

Tags: ····

Mr. Brown Goes to Washington – The Implications Beyond the Obvious

January 24th, 2010 · 3 Comments · Economics, Investment Planning, Political

By Ken Faulkenberry
The election of Scott Brown to the Massachusetts U.S. Senate Seat has been called one of the biggest upsets in elections history. There are obvious important implications of his election. The fact Mr. Brown will be the 41st vote in the Senate takes away the democrats’ ability to dictate policy. His election probably [...]

[Read more →]

Tags: ···················

Five Reasons to be Cautious Now

January 22nd, 2010 · 2 Comments · Economics, Investment Planning, Risk Management

1. The velocity of money circulating in the economy is very low. The growth we are experiencing right now is from massive government spending and expansion of the money supply. The Federal Reserve has kept short-term rates near zero and provided extremely loose monetary conditions. They have little left to help the economy if it [...]

[Read more →]

Tags: ·················

Economic Update – The Challenges We Face

December 7th, 2009 · 1 Comment · Economics, Investment Planning, Portfolio Management, Risk Management

By Ken Faulkenberry
The economy is going through profound changes trying to absorb the shock of two bubbles in one decade.  We are currently facing high unemployment, large and growing deficits, and a ballooning national debt. Instead of implementing sound fiscal and monetary policies, government policies of the past decade have and are compounding our long [...]

[Read more →]

Tags: ············

Prospects for the Housing Market

November 19th, 2009 · No Comments · Economics

We are witnessing the unwinding of one of the greatest financial bubbles of all time.  It took many years to build the bubble and it may take many years to deflate it.  The government is doing everything it can to prop it up, but is probably only keeping it from collapse and therefore greatly prolonging [...]

[Read more →]

Tags: ···