The Truth Is In…

I say "in writing veritas."  MarketWatch asked me to write an article about one's investment strategy in the interest rate environment on the horizon.

The Truth Is In

Who ever said, “vino veritas” (in wine, there is truth), hasn’t written enough. I say, “in writing veritas.”   MarketWatch asked me to write an article about one’s investment strategy in the interest rate environment on the horizon.  When I first sat down to write, I thought that I was a bit neutral on the direction of interest rates. However, by the time I finished (as you’ll see), it was painfully obvious that interest rates are more likely to go down than up. It’s a story of global prosperity that has been in part prepped up by finite sources (mostly debt).

I would not bet my career or even a bottle of fine beer (Fat Tire – those in Colorado will know), but there are too many “uncertainties” on the horizon for higher interest rates.  In the article, I offered two stocks, Glaxosmithkline (GSK) and Johnson & Johnson (JNJ)  that should do well in any interest rate environment.

Please read the following important disclosure here.

Related Articles

Next Year in Omaha (2024 Edition)

It is time to plan for my annual pilgrimage to Omaha! I am very sad because, for the first time, Warren Buffett will not be joined onstage by Charlie Munger, who passed away in November.
Putting a Charge Back into the EV Market

Putting a Charge Back into the EV Market

Over the last few months, electric car sales seem to have gone from hot to cold. Are electric cars a fad, like beanie babies, pet rocks, or fidget spinners?
My thoughts on AI

My thoughts on AI

Innovation disrupts, but it also creates new jobs and improves the standard of living of society. AI will displace many jobs, but it will also empower people with new productivity tools.

Tax Loss Harvesting

I wrote the following to clients on tax loss harvesting, which is something many investors are either contemplating or ... Read more

Leave a Comment