Categories: Investments

My investment choices….

Posted by: Michael Mandel on November 12

…if anyone is interested. Following my usual practice, I regret to inform you that I’ve reduced my investments in domestic equities. I think this play still has another unhappy act…

My Portfolio….

Posted by: Michael Mandel on August 07

Not that anyone cares…but I try to align my portfolio with my views on the economy and the markets. So before the jobs report came out this morning, I shifted…

Will the Stock Market Rally Continue?

Posted by: Michael Mandel on March 26

I just wrote a new story for the magazine, suggesting that we are nearing a bottom for the market. Here’s the top of the story: Predicting the stock market is…

Time to Buy? Almost

Posted by: Michael Mandel on July 16

Back on Dec 12, 2007, I announced here that I had shifted some money from equities to money market funds. As it turned out, that was a reasonably good call,…

My Portfolio…

Posted by: Michael Mandel on December 12

Nobody cares, but…. …I like to try and align my investments with my views on the economy. A year ago I shifted some of my money from domestic equities to…

My Portfolio…

Posted by: Michael Mandel on December 01

Not that anyone really cares, but this morning I shifted my 401k portfolio more towards international equities and away from domestic equities. Unfortunately the reallocation doesn’t take effect until the…

Net worth rises even without real estate

Posted by: Michael Mandel on June 12

Real adjusted net worth per capita is rising even without including housing. Here’s what the chart looks like…we still haven’t reached the boom peak, but the long-term trend is up,…

Retirement Glass: Half Full or Half Empty?

Posted by: Michael Mandel on June 06

If I had a dollar for every scare story about Americans not saving enough for retirement, I could retire tomorrow. That’s why I enjoyed reading the new study from the…

Rising Real Net Worth per capita

Posted by: Michael Mandel on March 09

Today’s data release from the Federal Reserve shows that real net worth per capita rose again in 2005, and is now higher than before the bust. In 2005, real net…

401(k) Matches Don’t Work

Posted by: Michael Mandel on November 22

Until now, evidence on the efficacy of 401(k) matches has been mixed. But finally some serious evidence is in, and it’s a surprise.

GM: The Last Long-term Leader?

Posted by: Michael Mandel on November 22

I was just cleaning up my office (here is a picture of the disaster area in progress) The good thing about cleaning up is that you find things that are…

Why I don’t like currency stories

Posted by: Michael Mandel on November 02

I will admit it—I don’t like currency stories. The dollar is up, it’s bad news. The dollar is down, it’s bad news. Case in point—the story on page C1 in…

Weird Pensions

Posted by: Michael Mandel on July 19

In today’s WSJ, there was an article which said in part Motorola subtracts from a monthly pension payment half the amount of a retiree’s monthly Social Security check. This is…

U.S. Businesses Are Not Overleveraged

Posted by: Michael Mandel on July 06

Interesting news from S&P: New York, July 5, 2005 - Attributing it to strong earnings and reduced corporate spending, Standard & Poor’s announced today that cash and equivalent levels in…

Telecom/cable stocks

Posted by: Michael Mandel on June 21

The willingness of Cablevision to go private just reinforces what I’ve been saying—that telecom/cable stocks are undervalued. The share of the economy going to information/communication is no higher than it…

Siegel’s Rule

Posted by: Michael Mandel on May 15

Jeremy Siegel has come up with a new rule for guiding investment decisions.