Skip to main content

Wealthtrack Review - May 04, 2008

One of my favorite things to do on the weekend if I am not already busy is to watch Consuelo Mack: Wealthtrack on my local PBS station. This show features investment and finance gurus from all different major firms like Merrill Lynch, BlackRock, MorningStar etc.

The reason that I really like the show is that it focuses on two very interesting parts of finance. The first is the economy in a macroeconomic view. Too often as personal investors focus on personal finance, they become deeply entrenched in the ideas around debt repayment, debt snowballing, 401ks, IRAs and other types of personal finance.

While all of these items are critical to personal finance, there becomes a point where the average person begins to have money to invest. And in order to know where to invest, it is critical (in my opinion), to understand the global economy, particularly at a macroeconomic view. Of course, it is fairly well known that the past is no guarantee for the future, but I am still bullish on personal, ongoing education and awareness when it comes to personal finance.

Frontier Markets
There were two interesting things I learned on the show this morning. The first is that there is a series of markets called Frontier Markets. These are markets in very new stock markets like Khazakstan, Vietnam etc. These markets are often only a small part of existing emerging market mutual funds, although products that feature these types of investments are likely to be introduced soon.

Inflation
Also, while inflation is a major concern for the US Economy, I find the interesting fact to be the change in the relative value of the dollar. Compared to other currencies, the dollar has lost approximately 10% of its value year over year. What does this mean for real value? Of course, no one will say that we've seen 10% increase in the price for anything except gasoline. And the Fed's measure of inflation continues to say that we're in a period of low inflation.

When this comparison was raised on the show, one guest put it rather simply. And I'll paraphrase here. The real driver and indicator of inflation is wages. And currently, wages have have only been increasing by about 3% each year. Therefore, there is not that much more money chasing that many goods.

Oil Prices
This type of inflation, demand pull inflation is the one that some people are worried about.
And this, many people believe, is the real result of higher costs in oil over the long run. And therefore, the inflationary forces will happen whether we have the money for it or not. That is simply supply push inflation where the costs of goods (raw inputs) are more expensive.

If that is your real concern, you might be tempted to look at the Fed. But certain people (see these links), are claiming the Fed has no control over oil. At least, this is the implication:

The econbrowser take

The NY Times Take

A wealthtrack guest submitted this contrary point of view: If the dollar is weak, then it is natural for people to flee into other assets that hold their value better when there is speculation that the value of the dollar could continue to plummet. Therefore the real question is whether or not the dollar will continue to fall, or if its value will return. And the other interesting consideration is how much of the value of Gold and Oil and other commodities has been part of a speculative bubble and how much of it is real, perceived, lasting value over the long term.

There are lots of questions, but not too many answers at this point. Maybe that is why the many people believe that the Fed is going to pause. I mean really. Who isn't confused at this point?

Comments

Popular posts from this blog

On Buying a Lifestyle...with a Fixed-Rate Mortgage

Despite all of the back and forth about sub-prime mortgages and the housing bubble, I am feeling just fine. The reason is that when purchasing, I followed some old advice: Don't expect to flip. In general, I've been told by many people that you shouldn't buy a home unless you plan to hold on to it for 7 years or longer. If the market does well and you decide to sell, fine. But if you want to be sure not to lose money, don't buy something that you only want for a year or two. I've been in my current location for more than 3 years. I like it. And I have no intention of leaving in the short or medium term. It seems to me, that real estate, like any asset class, has its ups and downs. But as a practical point, I don't look at my home as an asset per se. Rather, I consider it to be a fixed expense that I need to survive, much like food and water. Therefore, as long as the payment is reasonable and it functions to keep me warm and sheltered and comfortable, that is a...

Do Better With Your Time

Recently, I've been extremely busy with some work commitments. The interesting thing for me is that this increased work activity has really helped crystallize some of my feelings with regard to time. And these ideas are a critical part about my view on personal finance. I'm curious to know if others feel similarly. Time is money. That is, Time, in some way, contains energy. Money, is also energy. In the act of working, I am able to compound and increase the amount of money that I have. I am exchanging my time and effort and thought which are components of my work, for the productivity that I produce. And this production gets me money from my employer. However, the first dollars that I make each day, week, or month are the most valuable. Then the ones that I make at the end are the most valuable. (Forget about taxes for a minute.) The reason is, the first ones help me have a place to live and food to eat. And the last ones are the ones that I can use to really improve my life lo...

Blogging WealthTrack: Christine Benz (Retire Early? Or not?)

 This morning I've watched an interesting video on Consuelo Mack: WealthTrack. Here, Consuelo's guest, a longtime contributor, Christine Benz, a personal finance expert from Morningstar joined Consuelo for a discussion on issues related to retirement, in particular in the current market environments. This conversation is even more interesting against the backdrop of The Great Resignation. I found Christine's advice to be particularly interesting on a couple of fronts. Her advice in dealing with talking about retirement in general, in particular for people who are in the process of thinking about retiring early gave me pause. She is considering the traditional advice of a 4 percent withdrawal rate to be dangerous and indeed, actually concerning. According to the recent research she cites, a 3% withdrawal rate is a better option. Even more than the four percent rule, I think that her comments on annuities are particularly interesting. While annuities have been given a bad nam...