The Perfect Storm wipes out Baby Boomer Nest Eggs

Today I finally caught up with the the tragedy of the Storm Financial Group. This Australian Financial Planner’s Group had several thousand investors, many of whom were baby boomers who have lost most if not all of their wealth. It appears that home owners with lots of equity in their homes were sold on the […]

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What’s the Difference Between Listed and Unlisted Property?

Forgive me if I am a little confused here. What is the difference between listed and unlisted property in fund portfolio under management? Let’s take two identical properties and say one is a listed property and is marked to market every day. The other is an unlisted property whose value is subject to a mathematical […]

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A History Lesson in Financial Greed and Corruption

If we do not learn from history they say we are likely to repeat it. We now have yet another economic crisis brought on by the excesses of Wall Street. This is the third such event since the 1980’s when financial markets were deregulated. I am reading a great book now called, “The GREED Merchants” […]

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Who Can You Trust Now? Investor Confidence Dependent on Reforms for Corporate Behaviour

Right now the question to ask before investing again is, “Who Can You Trust?”. The answer should be a resounding NO ONE. We have seen the utter disdain and contempt with which the public investors are held by many of the blue chip boards and executives, as well as many fund managers and financial planners. […]

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Big Fat Government and the Private Money See-Saw

Until now the government and private money have each taken turns to manage and control the economy. Regulations are basically what is used to make it change hands. Governments either take control or relinquish part of it. The power is in their hands. Heavy regulation often comes in after a Boom Bust cycle with government […]

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Baby Boomer – Pendulum Investment Strategy

Here’s why we poor Baby Boomers get caught in between the two elephants in the room, the Governments and the Financial Industry. I call it the pendulum because the investment cycle swings from; Over regulation and government control of the economy and financial markets with poor returns Through to good regulations and minimal interference in […]

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Put GITMO to Good Use in this Financial Crisis

The USA has spent a lot of tax-payer money on GITMO, the Guantanamo Bay Facility. Regardless of how you feel about the place or what goes on there, America has been kept safe from more terrorist attacks on its soil since 9/11. Now President Obama has signed an executive order to close GITMO in a […]

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Australia’s Clime Investment Management – It’s Worth a Look

Over the last couple of years I’ve been to two seminars Clime Investment Management have held in Sydney. Roger Montgomery the Founder and MD of Clime did the presentation and was very impressive. He comes across as very professional and also well informed about the markets. The Seminar was to promote their online StockVal software […]

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