Archives: February 2013

27 February 2013 - 10:48, by , in Musings, No comments
San Diego Real Estate or The Stock Market? I recently was in a conversation about how great the returns in San Diego Real Estate have been since the “recovery” began and how they made the stock market look terrible. Now this is difficult conversation to have – because it’s like comparing a cantaloupe to a...
13 February 2013 - 23:28, by , in Musings, No comments
We hear a lot about the “aging” of the modern economies – it is true that most of the developed world economies are aging.  Whether it is better nutrition or healthcare, people are now living longer lives. When Social Security first started paying benefits in 1940, there were 159.4 workers per retiree, in 2010 that...
4 February 2013 - 13:11, by , in Musings, No comments
With the concern about inflation, TIPS (Treasury Inflation Protected Securities) seem to get a lot of attention. These are a bond where your return adjusts over time based upon the CPI rate. At the moment they have a negative real return, i.e. if you account for inflation then these bonds have a negative rate of...