The Return of Risk-Off! Europe Unsolved, US Slowing, China Done With Stimulus

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Great job by our pal Jonathan Lederer, who hit the nail on the head in his most recent market commentary.  He actually published this piece Friday morning, as the markets were going ballistic – too bad I didn’t get the piece published until this morning!  Oh well, as long as you’re not short-term trading (and […]

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My pal Jonathan Lederer, President of Lederer Private Wealth Management, compiled an excellent FAQ regarding the debt ceiling issue, with his take on a recommended investment approach.  Jon was kind enough to allow me to republish his piece here. Debt Ceiling Q&A By Jonathan Lederer, President, Lederer Private Wealth Management With less than three days […]

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We’ve got a special treat for you today – our good friend Jonathan Lederer, President of Lederer Private Wealth Management, put together a very well written and thoughtful portfolio strategy outlook for his clients last week (before today’s blood bath).  And he’s been gracious enough to share his letter with us – so here it […]

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Courtesy of our good friend (and now intrepid roving reporter) Jonathan Lederer, here’s an exclusive scoop on Gary Shilling’s commentary from last week’s Altegris/John Mauldin Hedge Fund Conference in La Jolla. 1) Deleveraging has barely begun and will last for many more years due to the huge growth in credit since the 50s 2) He still […]

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So which will it be…IN-flation, or DE-flation? That’s the $52 trillion question at this point. There are many worthy opinions to consider on each side of the debate. But who’s right, and who’s wrong? I think it’s important for us individual investors/traders to keep an open mind to all thoughtful, intelligent argumets. Which leads me […]

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