Author: Aaron

  • Is the Trump rally for real?

    Q: Is the Trump rally for real? A: Yes. You can see that prices of equity shares have increased substantially on good volume. Public investors at retail are coming back for the first time since 2007. On a wave count basis it appears that we are now in the fifth wave: the final retail blow…

  • Is the U.S. Economy Entering a “Goldilocks” Zone?

    Multiple Factors Driving Optimism for Sustained Economic Growth In a video presentation discussing the post-presidential election outlook for the U.S. economy, four senior Legg Mason investment leaders focused on prospects that we may be reaching a “Goldilocks zone:” not too hot, not too cold, but just right. “This is not the start of a new…

  • Promised Trump Administration Corporate Tax Cuts Could Unleash Long Overdue Cash Expenditures

    “Cash to CAPEX” May be a Major Driver of U.S. Corporate Investment The prospect of lowering U.S. corporate taxes under President Donald J. Trump has raised expectations that companies will use the money saved to expand capital investment (CAPEX), viewed as long-expected and equally long overdue. Legg Mason brought together four senior investment leaders from…

  • Wave count and gold price

    Q; Do you have a opinion on where in the wave count we are for gold? A: It sure is amazing that none of the hotshot “experts’ could see that there were only 3 waves (not 5) off the December lows, and that wave 3 was shorter than wave 1. So we have the classical…

  • Debunking 4 Myths About Sustainable Investing

    December 19, 2016— Enthusiasm for sustainable investing is surging. Already, more than $8.7 trillion of investment capital is managed using environmental, social and governance (ESG) factors in U.S. markets alone, a 184 percent increase since 2010. This pot of money increasingly includes investments in green infrastructure, renewable energy, affordable housing and more, as well as investments that more…

  • Predicting the price of gold, compared to magic

    Q: It seems as if you have connected predicting the price of gold to magic. Is there a connection you can comment on? A: Yes and no. The confusion arises from an incomplete understanding of infinity. Q: I understand that in each higher dimension that the prior lower dimension is infinity repeated: there are in…

  • Multinational Companies Trending Away From One-Size-Fits-All Approach to Global Long-Term Incentives

    Survey shows global companies designing LTI awards that are increasingly performance-based and modified to impact local participants LINCOLNSHIRE, Ill., Dec. 14, 2016 /PRNewswire/ — As the global war for talent heats up, multinational companies are increasingly looking for ways to differentiate themselves, including altering the way they design their long-term incentive (LTI) awards. Aon Hewitt’s Global…