21 June 2009

The Problem with Uncertainty

Many revisionists are now taking aim at government reaction during the 2008 economic crisis. Moreover they are indicting the stimulus and the thinking that powers it.

The question however should not be whether the government has done too much or too little, but when it will stop doing things. While the government can act as a stabilizing force more typically it brings uncertainty.

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29 April 2009

Why Now May Be the Right Time for Green Stimulus

For those who have accepted the idea that government stimulus is a wise idea, the problem remains of determining what to stimulate. While there are many differing opinions on this, one of the key properties of a desirable strategy is the creation of jobs. While Green stimulus may attract the attention of private investors is it as effective as it’s cracked up to be?

While there are risks with any approach, Green tinged stimulus may provide the best opportunities for maximizing the stimulus dollar. For many reasons, now may be the best time for Green spending.

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23 April 2009

The Difficulty of Investing in 2009

The current economy is a very difficult environment. Competing and conflicting situations make a coherent strategy difficult. Several things make 2009 a particularly difficult nut to crack:

• Asset Class Issues
• Government Interference
• Conflicting Short and Long Term Issues

How can an investor overcome these issues?

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28 March 2009

A Different Kind of Stimulus – Rewarding Our Troops

President Obama has been struggling to sell America on the efficacy of his stimulus plan. While we are looking for “shovel ready” projects to which to direct our stimulus dollar, why not look at our troops? Increased spending and benefits to soldiers would be a public good and morally rewarding.

Is spending money on benefits for soldiers less appealing than spending it on bailing out banks?

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