Tag Archives: Year in Review

  • Blog
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    2013 Year in Review

    Austerity is not a policy
    by David Collum

    Friday, December 20, 2013, 5:36 PM

    12

    Every year, friend-of-the-site David Collum writes a detailed "Year in Review" synopsis full of keen perspective and plenty of wit. This year's is no exception. Moreover, he has graciously selected PeakProsperity.com as the site where it will be published in full. It's quite longer than our usual posts, but worth the time to read in full.

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  • Blog

    2013 Year in Review Links

    by David Collum

    Wednesday, December 18, 2013, 3:47 PM

    0

    Links 1. https://www.peakprosperity.com/blog/80283/2012-year-review 2. https://www.peakprosperity.com/blog/2011-year-review-david-collum/67586 3. https://www.peakprosperity.com/forum/david-b-collums-2010-year-review/50352? 4. http://disgu.st/~jon/books/david_collum-30_years_investing.pdf 5. https://www.peakprosperity.com 6. http://www.zerohedge.com/news/2012-12-22/2012-year-review-free-markets-rule-law-and-other-urban-legends 7. http://online.wsj.com/news/articles/SB10001424052748703339304575240520051755794 8. https://www.youtube.com/watch?v=orrCeQ0RsG8 9. https://www.peakprosperity.com/podcast/80364/david-collum-headed-for-showdown 10. https://www.peakprosperity.com/podcast/80364/david-collum-headed-for-showdown 11. http://kunstlercast.com/shows/kunstlercast-229-yakking-with-david-collum.html 12. http://www.theguardian.com/world/2013/nov/16/elizabeth-warren-2016-race-white-house 13. http://www.youtube.com/watch?v=U5iTnpdXvmg 14. http://www.youtube.com/watch?v=9JMeHJYy1Ds&list=PL6RjmF16oYrKRr_0T21oAGqYfqh07_PZ2 15. http://collum.chem.cornell.edu/dbc6/DBC_rogue.html 16. http://en.wikipedia.org/wiki/Roth_IRA 17. http://money.cnn.com/magazines/fortune/fortune_archive/1999/11/22/269071/ 18. http://www.amazon.com/Global-Pension-Crisis-Unfunded-Liabilities/dp/1118582365/ref=sr_1_1?ie=UTF8&qid=1386987420&sr=8-1&keywords=global+pension+crisis 19. http://www.zerohedge.com/news/2013-04-07/kyle-bass-japanese-retirees-will-lose-half-their-life-savings 20. http://www.valuewalk.com/2013/06/kyle-bass-on-why-japan-is-doomed-forever-55-minute-presentation-strategic-investment-conference-2013/ 21. http://www.amazon.com/The-Coming-Generational-Storm-Americas/dp/0262612089/ref=sr_1_3?ie=UTF8&qid=1386516825&sr=8-3&keywords=kotlikoff 22. http://www.amazon.com/The-Clash-Generations-Ourselves-Economy/dp/0262016729/ref=sr_1_1?ie=UTF8&qid=1386516825&sr=8-1&keywords=kotlikoff 23. http://www.hussmanfunds.com/wmc/wmc130218.htm 24. http://www.zerohedge.com/news/2013-10-14/greatest-rotation-capex-dividends 25. http://finance.yahoo.com/news/merck-signs-5-billion-share-023318972.html 26. http://www.zerohedge.com/news/2013-07-18/jobs-number-bs-says-former-head-bls 27. http://www.zerohedge.com/news/2013-10-17/idiotic-initial-claims-rise-above-made-california-numbers-continue-trickling…

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  • Blog

    2013 Year in Review Links

    by David Collum

    Wednesday, December 18, 2013, 3:40 PM

    0

    Links 1. https://www.peakprosperity.com/blog/80283/2012-year-review 2. https://www.peakprosperity.com/blog/2011-year-review-david-collum/67586 3. https://www.peakprosperity.com/forum/david-b-collums-2010-year-review/50352? 4. http://disgu.st/~jon/books/david_collum-30_years_investing.pdf 5. https://www.peakprosperity.com 6. http://www.zerohedge.com/news/2012-12-22/2012-year-review-free-markets-rule-law-and-other-urban-legends 7. http://online.wsj.com/news/articles/SB10001424052748703339304575240520051755794 8. https://www.youtube.com/watch?v=orrCeQ0RsG8 9. https://www.peakprosperity.com/podcast/80364/david-collum-headed-for-showdown 10. https://www.peakprosperity.com/podcast/80364/david-collum-headed-for-showdown 11. http://kunstlercast.com/shows/kunstlercast-229-yakking-with-david-collum.html 12. http://www.theguardian.com/world/2013/nov/16/elizabeth-warren-2016-race-white-house 13. http://www.youtube.com/watch?v=U5iTnpdXvmg 14. http://www.youtube.com/watch?v=9JMeHJYy1Ds&list=PL6RjmF16oYrKRr_0T21oAGqYfqh07_PZ2 15. http://collum.chem.cornell.edu/dbc6/DBC_rogue.html 16. http://en.wikipedia.org/wiki/Roth_IRA 17. http://money.cnn.com/magazines/fortune/fortune_archive/1999/11/22/269071/ 18. http://www.amazon.com/Global-Pension-Crisis-Unfunded-Liabilities/dp/1118582365/ref=sr_1_1?ie=UTF8&qid=1386987420&sr=8-1&keywords=global+pension+crisis 19. http://www.zerohedge.com/news/2013-04-07/kyle-bass-japanese-retirees-will-lose-half-their-life-savings 20. http://www.valuewalk.com/2013/06/kyle-bass-on-why-japan-is-doomed-forever-55-minute-presentation-strategic-investment-conference-2013/ 21. http://www.amazon.com/The-Coming-Generational-Storm-Americas/dp/0262612089/ref=sr_1_3?ie=UTF8&qid=1386516825&sr=8-3&keywords=kotlikoff 22. http://www.amazon.com/The-Clash-Generations-Ourselves-Economy/dp/0262016729/ref=sr_1_1?ie=UTF8&qid=1386516825&sr=8-1&keywords=kotlikoff 23. http://www.hussmanfunds.com/wmc/wmc130218.htm 24. http://www.zerohedge.com/news/2013-10-14/greatest-rotation-capex-dividends 25. http://finance.yahoo.com/news/merck-signs-5-billion-share-023318972.html 26. http://www.zerohedge.com/news/2013-07-18/jobs-number-bs-says-former-head-bls 27. http://www.zerohedge.com/news/2013-10-17/idiotic-initial-claims-rise-above-made-california-numbers-continue-trickling…

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  • Blog

    2013 Year in Review Links

    by David Collum

    Wednesday, December 18, 2013, 3:35 PM

    0

    Links 1. https://www.peakprosperity.com/blog/80283/2012-year-review 2. https://www.peakprosperity.com/blog/2011-year-review-david-collum/67586 3. https://www.peakprosperity.com/forum/david-b-collums-2010-year-review/50352? 4. http://disgu.st/~jon/books/david_collum-30_years_investing.pdf 5. https://www.peakprosperity.com 6. http://www.zerohedge.com/news/2012-12-22/2012-year-review-free-markets-rule-law-and-other-urban-legends 7. http://online.wsj.com/news/articles/SB10001424052748703339304575240520051755794 8. https://www.youtube.com/watch?v=orrCeQ0RsG8 9. https://www.peakprosperity.com/podcast/80364/david-collum-headed-for-showdown 10. https://www.peakprosperity.com/podcast/80364/david-collum-headed-for-showdown 11. http://kunstlercast.com/shows/kunstlercast-229-yakking-with-david-collum.html 12. http://www.theguardian.com/world/2013/nov/16/elizabeth-warren-2016-race-white-house 13. http://www.youtube.com/watch?v=U5iTnpdXvmg 14. http://www.youtube.com/watch?v=9JMeHJYy1Ds&list=PL6RjmF16oYrKRr_0T21oAGqYfqh07_PZ2 15. http://collum.chem.cornell.edu/dbc6/DBC_rogue.html 16. http://en.wikipedia.org/wiki/Roth_IRA 17. http://money.cnn.com/magazines/fortune/fortune_archive/1999/11/22/269071/ 18. http://www.amazon.com/Global-Pension-Crisis-Unfunded-Liabilities/dp/1118582365/ref=sr_1_1?ie=UTF8&qid=1386987420&sr=8-1&keywords=global+pension+crisis 19. http://www.zerohedge.com/news/2013-04-07/kyle-bass-japanese-retirees-will-lose-half-their-life-savings 20. http://www.valuewalk.com/2013/06/kyle-bass-on-why-japan-is-doomed-forever-55-minute-presentation-strategic-investment-conference-2013/ 21. http://www.amazon.com/The-Coming-Generational-Storm-Americas/dp/0262612089/ref=sr_1_3?ie=UTF8&qid=1386516825&sr=8-3&keywords=kotlikoff 22. http://www.amazon.com/The-Clash-Generations-Ourselves-Economy/dp/0262016729/ref=sr_1_1?ie=UTF8&qid=1386516825&sr=8-1&keywords=kotlikoff 23. http://www.hussmanfunds.com/wmc/wmc130218.htm 24. http://www.zerohedge.com/news/2013-10-14/greatest-rotation-capex-dividends 25. http://finance.yahoo.com/news/merck-signs-5-billion-share-023318972.html 26. http://www.zerohedge.com/news/2013-07-18/jobs-number-bs-says-former-head-bls 27. http://www.zerohedge.com/news/2013-10-17/idiotic-initial-claims-rise-above-made-california-numbers-continue-trickling…

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  • Podcast

    David Collum: We’re Headed for a Showdown

    Broken markets and abuse of law have consequences
    by Adam Taggart

    Saturday, December 29, 2012, 7:49 PM

    108

    In the Big Rock Candy Mountains,
    The jails are made of tin.
    And you can walk right out again,
    As soon as you are in.

    — Harry McClintock, Big Rock Candy Mountain (1928)

    Fresh from releasing his exhaustive and excellent Year In Review last week, Dave Collum sits down with Chris to discuss the key developments of 2012 in detail.

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  • Blog
    © Sergei Popov | Dreamstime.com

    2012 Year in Review

    Free markets, rule of law, and other urban legends
    by David Collum

    Friday, December 21, 2012, 7:34 PM

    14

    Background

    I was just trying to figure it all out.

    ~ Michael Burry, hedge fund manager

    Every December, I write a Year in Review that has now found a home at Chris Martenson’s website PeakProsperity.com.1,2,3 What started as a simple summary intended for a couple dozen people morphed over time into a much more detailed account that accrued over 25,000 clicks last year.4 'Year in Review' is a bit of a misnomer in that it is both a collage of what happened, plus a smattering of issues that are on my radar right now. As to why people care what an organic chemist thinks about investing, economics, monetary policy, and societal moods I can only offer a few thoughts.

    For starters, in 33 years of investing with a decidedly undiversified portfolio, I had only one year in which my total wealth decreased in nominal dollars. For the 13 years beginning 01/01/00—the 13 toughest investing years of the new millennium!—I have been able to compound my personal wealth at an 11% annualized rate. This holds up well against the pros. I am also fairly good at distilling complexity down to simplicity and seem to be a congenital contrarian. I also have been a devout follower of Austrian business cycle theory—i.e., free market economics—since the late 1990s.4

    Each review begins with a highly personalized analysis of my efforts to get through another year of investing followed by a more holistic overview of what is now a 33-year quest for a ramen-soup-free retirement. These details may be instructive for those interested in my approach to investing. The bulk of the review, however, describes thoughts and observations—the year’s events told as a narrative. The links are copious, albeit not comprehensive. Some are flagged with enthusiasm. Everything can be found here.5

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  • Blog
    Calendar Flipping

    2011 Year in Review: Signs of an American Spring and a Fourth Turning

    by Adam Taggart

    Saturday, December 31, 2011, 4:54 AM

    24

    [Every year, friend-of-the-site David Collum writes a detailed "Year in Review" synopsis full of keen perspective and plenty of wit. This year's is no exception. Moreover, he has graciously selected CM.com as the site where it will be published in full. It's quite longer than our usual posts, but by any measure, 2011 offered an over-abundance of 'business as unusual' developments to summarize. We hope you enjoy David's colorful observations and insights, which are very much his own. — cheers, Adam]

    Background

    Governments gambled on a return to growth solving all the problems. That bet has failed.

    —Satyajit Das—

    Every December, I write a Year in Review. Last year's was posted at several sites including Chris Martenson’s [1]. What started as summaries posted for a couple dozen people accrued over 13,000 clicks in total last year. It elicited discussions with some interesting people and several podcasts, including a particularly enjoyable one with Chris [2]. Each begins with a highly personalized survey of my efforts to get through another year of investing. This is followed by a brief update of what is now a 32-year quest for a soft landing in retirement. These details may be instructive for some casual observers. I have been a devout follower of Austrian business cycle theory since the late 1990s and have ignored the siren call for diversification. I vigilantly monitor my progress relative to standard benchmarks. The bulk of the blog describes thoughts and ideas that are on my radar. The commentary is largely stream-of-consciousness with a few selected links that might be worth a peek. Some are flagged as “must see”. Everything else can be found here [3].

     

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