Wednesday, January 23, 2019

MONEY 156 - THINGS


THIS IS MY 156TH BLOG ON UNDERSTANDING MONEY TOOLS
January, 2019

First, I must apologize for an error in my last blog.   I write these blogs fairly quickly.  The error, which has been corrected, stated Pi incorrectly. For 60 years I have known Pi as 3.14159, however in my typing I put it down as 1.14159.  To adjust the last blog it should be the “3.14159 times 4, the radius used in the example, resulting in an area of 12.56636 miles, rounded to 12.6 miles.

This blog is about “Things”.   “Things” may not be cohesive or focused, however covering a variety of issues, topics and thoughts it may have constructive benefit for you.

Now, to a comment on stocks and the markets.  It boggles my mind.  You can take all the analyzing of principles one has learned over the years and throw them out the window.  The stock markets defy rational/logical thinking and analysis.  Very frustrating for me, and others.  With the problems and issues at hand politically and financially we should continue in a downtrend pattern, but have not done so over the past few weeks.  I could  present more analytical tools, but it is immaterial at this juncture.  At some point basics of economics will need to “kick in”; I don’t know when considering the manipulations happening.  Presently, for instance, Apple stock is down.  People do not need a new iPhone at $1,000 every year nor a new computer.  Samsung, selling computers and appliances, is also down.

Continuing with stocks, every fund in the world holds the “FANG” stocks; those being Facebook, Amazon, Netflix and Google.  Access to private and personal information may continue although some countries are fighting this intrusion.  I remember so well companies that were once very successful now in a failure mode or gone.  I knew the guys in Denver who started National Demographics and Lifestyles. They were the first in the 1980s to have people fill out cards on their “lifestyle” habits and you mailed them in, postage paid. That information was all computerized and sold to companies according to area or zip code. (National zip codes came into being in 1963.) The owners sold out and made a few million, not nearly what Facebook and Google are valued at!  Sears had a wonderful catalog, you could buy a ton of items.  Sears is bankrupt.  Jeff Bezos entered the 21st century duplicating the concept representing the world of product.  Will Amazon remain years from now?  Even Jeff Bezos has learned from history and doubts that.  As Netflix surges I think of Blockbuster stores for video and movies.  They are long gone after a huge rise in stock price.  Will Netflix remain?

I thought it might be interesting to look at our past presidents over the past 40 years and see how general stock investing might have been favorable viewing each president’s stance on economic issues. Let’s start with peanut farmer, Jimmy Carter in 1976.  He was facing OPEC (oil) and inflation problems.  He was a Keynesian thinker as free markets carried inflation extremely high.  He believed in regulations of industries like oil/gas and adjusted interest rates with the Federal Reserve.  He implemented pricing standards for various types of oil and gas drilling which helped the independent US producers.  Interest rates were adjusted upward to the 16-18% range with then Chairman of the Federal Reserve, Paul Volcker, who remained in office until 1987.  Investments in regulated industries like utility companies were good along with oil and gas.  By 1979 you wanted to be out of real estate.

Next in line was Ronald Reagan in 1980.  He was voted into office with the backing of big business, and coming from California the defense industry.  Reagan was a “free market” economist.  He slowly did away with oil/gas regulations instituted by Carter destroying the independent oil and gas producers.  By the mid-1980s he had depleted the power issued to the Sherman Anti-Trust Act of 1890 and the Glass-Steagall Act of 1933.  I strongly believe these were two of the most important Acts ever voted in by Congress and the Senate, but because of big business and money, politicians caved in. (I have covered both of these Acts thoroughly in past blogs so to understand more please go back to my blogs, or use Google for information.)  Investments during Reagan years would have been to sell out of oil and gas by 1983, and by 1986 investing in or buying banks.  Note: In 1986, I was hired as a consultant for 6 months to advise a large investment banking firm.  We knew the 1986 Tax Reform Act was opening the door for changes.  One, was the significant drop in passive income taxes, thus more money investing in private companies.  Two, interstate banking was going to pass favoring the biggest banks, unfortunately hurting the local and state owned smaller banks.  Point three was that big companies through mergers and acquisitions were only going to get larger and more controlling. Wall Street loved this.

In 1988, George H.W. Bush entered office. Can’t say much for investing here.  War means money for defense and stocks in that industry.  We had a Gulf War in Iraq after Saddam Hussein invaded Kuwait.

In 1992, Bill Clinton moves into the White House.  He and Hillary attempted a national health care program.  I would have bought (which I did) medical, drug and health stocks.  As that turned into a failure mode, I would have shorted most of these same stocks, but I wasn’t smart enough to do that!  The end of the 1990s was “go, go” times for the Dot.com stocks.  This was one of the three highest priced stock markets in history including 1929 and today’s markets.  It would have been “get in”, “get out”.

In 2000, George W. Bush was elected president.  A person didn’t need to be smart to know because of the Bush family and their connections to the Saudi Arabia Royal family on investments that oil was going to take off.  (A past partner of mine in the oil and gas business contacted me wanting me to get back into the industry with him.  I was involved with two real estate developments, plus got burned once, not again.)  During Bush’s term oil went up to about $145/barrel, much of that pricing due to Wall Street future’s trading.  The stock markets cratered in the 2008 era when banks were failing.  Few people predicted the extent of this.  Of course, it would have been wise to get out early, let’s say 2005-6, and then have the fortitude to buy back in when the DOW reached approximately 6,800…especially buying the big bank stocks.

In 2008, Barack Obama was elected president.  Uneventful years in the markets so could not see strong direction.

In 2016, Donald Trump was elected.  Trump is a New Yorker coming from one of the wealthiest US families.  Wall Street “loves” Trump.  You knew the stock market would get a tremendous rally.  Whether you are a Democrat or Republican you should thank what Trump did for the stock market.  The “Trump Bump”, as it was called, accounted for a rise of about 7,000 points to the DOW, without a real change in earnings to date, only the price per earnings went through the roof!

This “Trump Bump” was one of the greatest examples of “perceived value” versus “real value”.  Time will tell, but I think the lowering of tax rates for corporations to 21% from 35% will not be enough incentive for companies to bring back their cash into this country and pay that tax.  The wealthiest also received a tax break down to 35% from 39%. Sounds nice, but the wealthiest have such good tax lawyers and accountants they rarely will pay that amount.

For capitalism to succeed we need to be able to constantly acquire things (goods or services) with money; infinite economic growth.  Money has been growing (M-1) through printing more money, and lending (debt) to  government, corporations and private sectors.  After one or so good growth years we will most likely lower our growth (GDP) expectancy to the 2 plus % range.  Over the past 35 years with annual inflation about 2% it reflects “no growth” for the past 3.5 decades.  To grow you need a very strong middle class of people with real money, not borrowed money. We have a shrinking middle class. The wealthy are greedy and don’t get long-term economics for success.  Actually, they get it, but don’t care!  It came out this week that the 26 wealthiest people in the world held as many assets as the lower 3.2 billion people in the world.  Is this success?  In my mind it is atrocious, and the world is doomed if we do not change economics and our ways.  The birth rate for the smartest people, in the most successful countries, continues to fall; not good.

I hear people talking about China going into recession, give me a break!  Let’s take a peek here.  China’s 2018 GDP dropped to 6.6%, yes, the lowest in 28 years. They have a fast growing middle class to buy their own goods, so does India.  Our trade imbalance with China hit another high going up 11.3% in 2018 when President Trump is trying to correct the situation.  He won’t.  China “owns” the USA.  They own over $1 trillion in our government bonds, and many companies here in the US.  In the US they own such companies as Smithfield Foods, the largest pork producer.  They own car companies like Volvo in Gothenburg, Sweden.  They have acquired a vast majority of the world’s lithium for batteries including the areas of Bolivia and Peru.  Right now, Kenya can’t pay them back on debt so they may take over country owned assets. They are building/built $6-8 billion in real estate in downtown Los Angeles.  And, they are a big buyer of gold on the market.  On and on.  China is wealthy and still growing at an incredible rate!  The last time we had a GDP close to their low right now of 6.6% was in 1984!

The auto industry leaving the US?  I predict because Asia needs to import oil for gasoline, China and Korea will be the first to really take over the electric car industry.

Politics and the closed Federal Offices?  I empathize with the employees. They are the ones made to suffer through the shutdown, and don’t receive paychecks every two weeks. It doesn’t hurt our politicians one bit.  The Federal workers do have a union to protect them to some degree, however only 100,000 of the 800,000 workers are members.  Some theorists speculate this gives reason for the government to get rid of employees, thin down the payroll, and hire new workers at lower pay levels.  Who knows?

Staying on the subject of politics, I am a firm believer that politicians should be serving the people of this country.  Politicians should serve a one time, 6 year term, then out, and not become lobbyists.  We need to put a constraint over lobbyists and their money buying politicians.  Politicians should receive only a minimum salary, and no special retirement/health benefits once out of office, similar to the rest of us Americans.  Just like the illegal drug trade we need to remove money from this equation.  Money breeds greed, greed breeds power, power breeds corruption and dishonesty.

I hope you got something out of this blog.


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