investments

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TripAdvisor

What High Net Worth Investors Are Thinking

Notes from our latest wealth conference trip
Thursday, December 8, 2016, 11:37 PM

Here’s an update from the front lines.  Thanks to your continued support, Adam and I are able to carry the Peak Prosperity message out to an ever-increasing audience of both size and influence.

One of the recent trends has been to present at wealth conferences, where an assortment of big money managers converge to share ideas, shake hands with old friends and meet new people.

I’m just leaving the Opal Wealth Conference recently held at Laguna Beach CA. Here's what I learned. » Read more

guest

Axel Merk

Axel Merk

Axel Merk is the President and Chief Investment Officer of Merk Investments, manager of the Merk Funds.

Podcast

Richard Charpentier | Dreamstime.com

Bob Moriarty: Solving Our National Problems Starts With Sound Money

The bedrock for fiscal, legal, education & health systems
Saturday, November 9, 2013, 1:14 PM

At the Casey Research Summit last month, Chris had the opportunity to sit down with longtime precious metals investor and proprietor of 321gold.com, Bob Moriarty.

Right before their conversation, Bob had picked up a local Arizona newspaper and read an AP article titled "US Reliability Questioned Overseas" (the government shutdown was in full swing at this time). It discussed, among other concerns voiced by foreigners, whether continuing to rely on the US dollar as the world's reserve currency is prudent given America's political dysfunction and its debt levels. » Read more

Blog

Bankers Own the World

And are ultimately destroying it
Tuesday, July 23, 2013, 1:41 PM

Today, some of the most celebrated individuals and institutions are ensconced within the financial industry; in banks, hedge funds, and private equity firms. Which is odd because none of these firms or individuals actually make anything, which society might point to as additive to our living standards. Instead, these financial magicians harvest value from the rest of society that has to work hard to produce real things of real value. » Read more

guest

Francis Koster

Francis Koster

Francis Koster received his doctorate from the Program for the Study of the Future at the University of Massachusetts in 1982, where he studied the public policy implications of likely national and global futures and their impact on the United States. He focuses his attention on issues concerning the basic life support systems of air, water, food, energy, environment, and the public health consequences of how society meets its needs in these areas.  Following service in the National Guard and the Peace Corps, Koster began his career as a higher-education reformer in the ‘60s and ‘70s. His focus shifted to energy policy during the oil embargoes of the ‘70s, during which time he set up and ran the University of Massachusetts’ Toward Tomorrow fair; the university’s Alternative Energy Program; the Tennessee Valley Authority’s Renewable Energy program; and consulted with many of the nation’s major utilities on energy conservation and renewable energy programs. In this same era, working with the U.S. Department of Energy, he developed and ran the first assessment of how counties can attain energy self-sufficiency.  President Ronald Reagan cited this Franklin County study as a national model. Recruited to a rapidly expanding health-care organization in the 1990s, Koster established himself as a pioneer in the application of information technologies in health care. His efforts demonstratively improved health care through ubiquitous deployment of electronic medical records, thereby making patient information available over the internet; and “telehealth,” among many other initiatives. In 2008 he retired from the position of Vice President for Innovation for The Nemours Foundation—one of the largest children’s health systems in the United States, which now has more than 450 full-time physicians, two regional children’s hospitals, and more than 20 pediatric clinics.  Since 2008, Koster has provided services to the University of North Carolina Nutrition Research Institute, the Duke University Graduate School of Nursing, the Duke University Center for Health Informatics, the Catawba College Center for the Environment, and other clients. Dr. Koster is married to Dr. Carol Spalding, president of Rowan-Cabarrus Community College in North Carolina.  Like other parents and grandparents their age, they worry over, and cheer for, four adult children and three grandchildren.

Featured Discussion

New: PP Investment Group

New: PP Investment Group

Share investing ideas with other PP members seeking to protect & growth financial wealth

Podcast

Jim Rogers: We're Wiping out the Savings Class Globally, to Terrible Consequence

History shows this does not end well
Saturday, March 9, 2013, 12:19 PM

Jim Rogers decries the growing uncertainty and recklessness of global central planners as the world enters unchartered financial markets:

For the first time in recorded history, we have nearly every central bank printing money and trying to debase their currency. This has never happened before. How it’s going to work out, I don't know. It just depends on which one goes down the most and first, and they take turns. When one says a currency is going down, the question is against what? because they are all trying to debase themselves. It’s a peculiar time in world history.

guest

Bob Fitzwilson

Bob Fitzwilson

Mr. Robert Fitzwilson is the President and Director at The Portola Group, Inc. He founded the firm in 1979. Mr. Filtzwilson has invested in more than 25 companies and founded several software firms. He is a Director of SOMA Networks. Mr. Fitzwilson obtained a B.S. degree in Industrial Engineering from the Purdue University and an M.B.A. from the Stanford University.

Podcast

Ask the Adviser: Creating a Sustainable Portfolio

Invest before you speculate
Friday, October 19, 2012, 11:55 PM

In this latest installment of Ask the Advisor, Chris and Bob Fitzwilson focus on how to approach creating an investment portfolio with the tenets of the Crash Course in mind.

Bob explains how he believes a prudent process starts with securing the essentials for resiliency; in other words, investing in the resources that will sustain yourself and your family regardless of how the financial markets perform. These are things like your local food supply, your homestead, your health, etc. Only after you've created a plan for procuring those should you then focus on what do with any funds left over.

Then the focus should be on your desired lifestyle. Ask yourself: How much do I need to meet my base-case needs and wishes for my family? » Read more

Blog

The Future of Gold, Oil & the Dollar

An outlook for the next twelve months
Tuesday, October 16, 2012, 11:12 AM

The ability of reflationary policy to mute the worst risks of debt deflation has been a source of enormous frustration for stock market bears ever since the 2008 collapse. Yes, the initial moderate rally out of the S&P500’s black hole was perhaps not so surprising in 2009. Bombed-out stock markets can always manage some sort of rally. But the ability of the rally to continue through 2010, and then 2011, and now 2012 has been quite vexing and painful for bearish investors.

Indeed, the entire post-2008 market phase has now produced an era of consistently poor performance for hedge funds. Recent data, for example, shows that an incredible 90% of hedge funds are underperforming the S&P500 through mid-September.

Will the pain continue? » Read more