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Outside The Box: Stray Reflections

Outside The Box: Stray Reflections

Today’s Outside the Box is special, because I’m about to give you a preview of things to come at Mauldin Economics. For months now I have been saying to my partners that we need to develop a service for the professionals who read me – the financial advisors, portfolio managers, family offices… you know who […]
Avoiding Capital Gains When You Sell Your Home

Avoiding Capital Gains When You Sell Your Home

The average family selling a home for the first time and moving on to another home or newer town will not need to worry about capital gains. According to the IRS, when you sell your primary residence (the key word here is primary residence or the home you actually live in), you can realize up […]
Dollar Consolidation Coming To An End, Poised For New Leg Up

Dollar Consolidation Coming To An End, Poised For New Leg Up

The US dollar has been consolidating for the past couple of weeks, and that phase appears to be coming to an end.  Next week’s economic data and events will likely underscore the divergent theme, which works in the dollar’s favor.   We do not expect the ECB to announce a sovereign bond purchase program at next […]
Spanxgiving Weekend And Beyond

Spanxgiving Weekend And Beyond

(First off, to any American readers, I hope you all had a wonderful Thanksgiving season gorgefest and good times with your families.  You will need the energy as we all prepare for the coming onslaught of decorating, carols, and Christmas shopping in the coming weeks!) Now, as I’m sure all are aware, Thanksgiving week was […]
Recent Stock Purchase II – November 2014

Recent Stock Purchase II – November 2014

As the stock market continues to make new highs with each passing week, some of our stalwart core portfolio positions begin to get overlooked as we seek out new relative bargains in the market. It’s no surprise that energy and material stocks have been very popular among the dividend growth bloggers as of late, since […]
The First Oil-Exporting Casualty Of The Crude Carnage: Venezuela

The First Oil-Exporting Casualty Of The Crude Carnage: Venezuela

In the aftermath of OPEC’s failure to cut oil production, Russia has been acting surprisingly sanguine, perhaps as a result of less leverage in its system as compared to America’s own high yield-funded shale complex – now that it is a race to who will default first and be forced to take production offline – […]
World-Changing Charts

World-Changing Charts

These charts tell a story. Ignore it at your own peril. This means war. An empire is dying.  
Longevity Trends And Pension Costs

Longevity Trends And Pension Costs

When it comes to estimating defined benefit (“DB”) plan costs, it is critical to use inputs and assumptions that make sense. Longevity is one such important factor that demands attention. Getting good answers to questions about life span differences among age, income and health cohorts is necessary for decision-makers. The assessment of how to redesign […]
Chaos Theory – You Can Map Any Market To Reveal The Hidden Order

Chaos Theory – You Can Map Any Market To Reveal The Hidden Order

One of the interesting questions at IDFA was have I solved Chaos Theory? I am not sure that needs to be solved. The problem we have is confined to our mind and trying to translate concepts into words to facilitate expressing what we think is linear thought but is not. This is the Lorenz strange […]
Nasdaq Remains Focused On Growth From Acquisitions

Nasdaq Remains Focused On Growth From Acquisitions

On Nov 26, we issued an updated research report on Nasdaq OMX Group Inc. (NDAQ – Analyst Report), assessing its opportunities and challenges in the foreseeable future. Nasdaq is focused on growth from acquisitions and organic initiatives that enable entry and cross-selling opportunities into new markets on a low cost and highly flexible platform. Alongside, […]