The world is mostly consumed with worry over European sovereign debt as we head into the end of November. We've discussed this subject several times in the past, in posts such as "The question of our time," (06/06/2010), "Not fragile" (07/28/2010), and the recent "European debt issues and the primacy of growth" (11/08/2010).We've said all along...
Wednesday, November 24, 2010
Happy Thanksgiving 2010
This is our fourth Thanksgiving for the Taylor Frigon Advisor, and in keeping with the tradition of our previous posts on this holiday, we find it fitting to reflect on the countless blessings of a free enterprise economy (follow these links to previous Thanksgiving posts from 2007, 2008, and 2009). Such reflection is invited by the very nature of...
Monday, November 22, 2010
Have you heard of this company? NAT
In the past, we have highlighted examples of classic Taylor Frigon growth companies: well-run businesses positioned in front of fertile fields for future growth.Today, we're posting a November 8 interview with the CEO of a company we own in our Income Strategy, which seeks income-producing securities, some of which may be debt-based (such as bonds)...
Tuesday, November 16, 2010
"Greened" Into Economic Oblivion
In this Wall Street Journal article, our good friend and venture capital partner George Gilder has eloquently framed the salient issues surrounding "green" investing. George highlights the unintended consequences that are already being felt due to the almost cult-like obsession that many in the political, business and now venture capital community...
Friday, November 12, 2010
A growth-based perspective on income investing
asdfasdWe've been accused of having a one-track mind when it comes to our message to investors (invest capital in well-run companies positioned in front of fertile fields for future growth). While we take that as a compliment, we decided that, just in case some readers might be a little tired of reading about the importance of growth (if it is possible...
Monday, November 08, 2010
European debt issues and the primacy of growth
We'd like to elaborate a little further on the question of US Treasury bond yields, which we touched on in our previous post about those who fear nobody will want to lend to America since "we don't make anything here anymore." The comparison is often made between the US and countries such as Argentina or Greece, with the admonishment that America...
Thursday, November 04, 2010
Glenn Beck is an economic butterbar
There's an old saying in the US Army that "there is nothing more dangerous than a second lieutenant and a map." The gist of this rather unkind sentiment is that a second lieutenant (the most inexperienced officer rank) has a lot of authority, as well as a lot of training, but does not yet have the experience to have the big picture. Everyone who...
Tuesday, November 02, 2010
Giants win! Giants win! Giants win!
We suppose there are other news stories to discuss, but we can't help posting one more baseball-themed discussion in honor of the 2010 World Series victors, the San Francisco Giants. Having grown up watching Giants greats like Willie McCovey, Will Clark, Matt Williams and many others, this victory was very moving for your humble blog authors as...
