Browsing Category: Finance

Economic Crisis, Finance

A New Normal? Or Just More ‘New Era’ Thinking?

“Laissez-faire is dead…The all-powerful market that always knows best is dead.” (September 2008, Nicholas Sarkozy)This is not a recovery, this is an “emotional, social, and economic reset.” (November 6, 2008, Jeffrey Immelt)“…a nagging fear that America’s decline is inevitable…the next generation must lower…

By Bob Bruner-
Finance

Impact of Presidents and Parties on Investor Returns

“America’s stockmarket has gained more under Democratic than Republican presidents” – “GOP Smacked” The Economist October 9, 2012 “Mitt Romney has forecast that the optimism resulting from his election to the presidency will give a lift to the economy… the claim that he will deserve credit for good things that…

By Bob Bruner-
Finance

Should Investors Care About Elections?

“Is gridlock good—that is, should investors root against having the same political party control both Congress and the White House? Who is better for stock and bond returns: Republicans or Democrats? Most of the answers you are likely to find are propaganda or wishful thinking: many are flat-out…

By Bob Bruner-
Finance

Presidential Election(s): Implications for Investors?

A year ago, I posted a blog on the remarkable political uncertainty we faced in 2012. This was driven by numerous elections for heads of state which together account for 60% of combined GDP of the G20 countries. Today, what do investors, managers, and consumers know that we didn’t…

By Bob Bruner-
Finance, Globalization

The Political Cycle: Pay Close Attention

“An election is coming.  Universal peace is declared, and the foxes have a sincere interest in prolonging the lives of the poultry.”  George Eliot. “Politicians and diapers should be changed frequently and all for the same reason.”  José Maria de Eça de Queiroz. “Win or lose…

By Bob Bruner-
Finance

Brinksmanship: Crazy Like a Fox

“The best swordsman in the world doesn’t need to fear the second best swordsman in the world; no, the person for him to be afraid of is some ignorant antagonist who has never had a sword in his hand before; he doesn’t do the thing he ought to…

By Bob Bruner-
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