Musings.

Musings

The world, the economy, the markets, and our lives are dynamic. Events can have a large or small impact on us. They can create excitement, cause fears, raise questions, and spark insight.

Listed here are our most spontaneous, timely, and succinct comments on wealth, life, and more.





  • June 30, 2014 - What's Your Number?

    Morningstar says your retirement number should be zero, as in zero debt.  Be sure to align funding for your lifestyle as "debt" at retirement. (Morningstar)



  • June 27, 2014 - 100 WWI Legacies

    @WSJ has assembled an engaging array of 100 WWI legacies lasting 100 years later. (WSJ)



  • June 26, 2014 - I Believe that My Portfolio Will Win.

    The World Cup and Team USA rally cry remind us that doses of global diversification and optimism serve investors well. (Financial Finesse)



  • June 25, 2014 - German Stocks Lagging USClick to enlarge

    No matter the outcome of the USA v Germany World Cup soccer match, the US has bested Germany in the stock market.



  • June 24, 2014 - Fed Extends Stress Test Compliance Deadlines.

    US Federal Reserve, having previously rejected capital plans for Citigroup ($C) among others, extended the deadline to submit revised plans until 2015. (@WSJ)



  • June 24, 2014 - Severely Rosy Scenario.

    US Fed's bank stress tests assume a rosy outlook. Its "severely adverse scenario" guesses real GDP grows 3 to 4% by 2015. (Federal Reserve)



  • June 23, 2014 - Whose Line Is It Anyway?

    Conflicting factions in Iraq (Sunni, Shia, Kurdish, Iranian, Syrian, etc.) turn US policy into improv. (Economist)



  • June 22, 2014 - Demographic Headwinds

    Demographic shifts toward increasingly dependent populations and older labor forces would slow the natural rate of economic growth.  (WSJ)



  • June 20, 2014 - Grossly Low Rate Forecast.

    Expect central banks to keep rates low for a long time, advises PIMCO's iconic Bill Gross to Morningstar Conference attendees. (Morningstar)



  • June 19, 2014 - More Politics.

    House GOP promoted Boehner allies to leadership posts which could belie a lackluster platform ahead of midterm elections.  (Reuters)



  • June 18, 2014 - Fed WatchClick to enlarge

    The Fed pledges to target 2% inflation.  We question whether that target is coincident or average, and if average, over what time frame. (Federal Reserve



  • June 17, 2014 - US not saving enough.Click to enlarge

    At current saving rates (4.1% of gross personal income), Americans could only support about 1/4 of their life expectancy in retirement.



  • June 16, 2014 - Legendary Advice.

    "Keep your feet on the ground and keep reaching for the stars."
    -Casey Kasem, 1932--2014
    (USA Today)



  • June 14, 2014 - Over 300 Bike or Run in Cancer EventClick to enlarge

    More than 300 cyclists and runners joined the 2014 Clemens Cancer Challenge (fka Clemens Cycle for Cancer), an event sponsored by Hawk100 to fight cancer.



  • June 11, 2014 - Cantor Shows Leadership

    With grace of a leader, Eric Cantor announced that he will step down as House Majority Leader after losing in GOP primary race. (WSJ)



  • June 10, 2014 - More iShares on Offer

    Blackrock announced an expanded choice of inexpensive iShares ETFs which should benefit Hawk100 members. (Morningstar)



  • June 07, 2014 - 148,927 Sit for CFA.

    In pursuit of a profession in finance, candidates worldwide sit for the CFA exams in search of the coveted CFA designation. (CFA Institute)



  • June 06, 2014 - Thank God for our Veterans!

    Hawk100 is grateful to every veteran and especially those whose courage was laid bare on the Normandy beaches 6/6/1944.



  • June 05, 2014 - ECB Goes Negative

    European Central Bank takes an unprecedented move to charge banks that deposit reserves.  (WSJ) (ECB)



  • June 05, 2014 - Euro Quickly ReboundsClick to enlarge

    After initially falling against the Dollar when the ECB announced negative deposit rates, traders have bucked rationale to move the Euro higher.

    (Source: Telemet)



  • June 04, 2014 - Brazil Goes on StrikeClick to enlarge

    With just days left tp prepare to host the World Cup, protests and strikes destabilize Brazil and reduce economic prospects. (Boston Globe)

    (Chart: Telemet)



  • June 03, 2014 - Have an Investment Makeover

    Writing Your Wealth Alignment Plan could be a crucial step to any "investing makeover." (WSJ)



  • June 02, 2014 - Split of AAPL Pie

    AAPL announced 7-for-1 stock split won't help investors recover lagged return since Sep 2012. (Apple)



  • June 01, 2014 - Negative Rates on Horizon?

    Forecasts say the ECB may cut rates to unseen negative territory.  Central bankers are more concerned about deflation than destabilization. (Bloomberg)