Much Larger View

Mike WilliamsEconomic Update, Insights0 Comments

Some feel the need to always have a sense of fearing “what’s next” in the process of markets and money. If so, then it has typically been more productive to think about elements which are not plastered all over the headlines and being discussed in never-ending soundbites no matter where you look. Those things do not tend to be the … Read More


Mike WilliamsEconomic Update, Insights, Morning Minutes0 Comments

Capitalism:   “An economic system in which investment in and ownership of the means of production, distribution, and exchange of wealth is made and maintained chiefly by private individuals or corporations, especially as contrasted to cooperatively or state-owned means of wealth.” Baby Stats Update:  In case you felt demographics moved too slowly to be important:check this article here. We have … Read More

Simple is Tough

Mike WilliamsEconomic Update, Insights0 Comments

Hard to believe that we are approaching the end of August – nearly 2/3’s of 2016 is already in the history books. One more weekend and then the official end of summer Labor Day weekend will be here. Before you know it, we will be getting warnings about “early Holiday Season shopping” traffic or worse, the pain retailers will go … Read More

The Rake…

Mike WilliamsEconomic Update, Insights0 Comments

Rake: “the rake is a scaled fee taken by a card room operating a poker game. It is taken from each pot as the game is played. It reduces the value of the pot every single time.” Even as the summer haze thickens – just as expected for August activity – the Barbell Economy portfolios continue to provide a solid … Read More

Simple Thoughts

Mike WilliamsEconomic Update, Insights, Market Review0 Comments

Simple: “easily understood or done; presenting no difficulty.” Synonyms: straightforward, easy, uncomplicated, uninvolved, effortless, painless, undemanding, elementary, child’s play. Complex: (mathematics) “denoting or involving numbers or quantities containing both a real and an imaginary part.” Imagine for a moment hearing the process of building your wealth over a long period of time described as “simple.” In the early 80’s when … Read More

Paradigm Shift(s)

Mike WilliamsEconomic Update, Insights, Market Review0 Comments

Paradigm Shift: “a fundamental change in approach or underlying assumptions.” This was required in the late 70’s / early 80’s to understand the upcoming move from a manufacturing and industrial driven past to a technology expanding future. The stage is set for it to be a requirement again. Just as it was “not clear” for many years in the 80’s … Read More

Blind Spot(s)

Mike WilliamsEconomic Update, Insights, Morning Minutes2 Comments

Blind Spot: “an area where a person’s view is obstructed.” Fearing the collapse of our economic system has been a running theme for many years now – it is not unique or new. It is also very, very crowded. First – welcome to the end of another week. We are down to 4 left until the official end of summer … Read More

The Greatest Risk?

Mike WilliamsEconomic Update, Insights, Morning Minutes0 Comments

The Olympics have opened, the August haze is thickening, the heat is on and the bears are wondering aloud why the end of the world refuses to arrive. All is well right? The age old issue of finding something wrong with anything continues. It was not too long after the blowout jobs numbers that we saw the negatives streaming across … Read More

Yawn – More Jobs

Mike WilliamsEconomic Update, Insights0 Comments

As the churn of August ends its first week only down a bit, it is important to note that markets have not yet traded back below their most recent breakout levels. While I am surely hopeful we get that trade back to skim off any early bullish feelings, it may not be in August as noted earlier in the week. … Read More

The Doldrums Are Coming

Mike WilliamsBulls vs. Bears, Economic Update, Insights0 Comments

Ah yes, the start of a new month – and August at that – the often ugliest month of the summer haze. Every August 1st I always tell myself I will ignore everything in August – except the summer swoon. I note again for this time of year: August is often the month where so few are paying attention that … Read More