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This tag is associated with 25 posts

Austrian School Investing

I am often asked what does it mean to invest with “an eye toward the Austrian School of Economic Thought?”    Is there a certain way that an “Austrian” should invest?   Is there an “Austrian School of Investment Thought?” In a word , no.  There is no Austrian School of Investment Thought.  But that doesn’t mean … Continue reading

Top Ten Investment Books for Austrian School Economics

The following are books that have had the greatest impact on my investment philosophy. Though that philosophy is heavily influenced by a belief in Austrian School Economics only two of these books deal with Austrian Economics specifically. What they do provide however is education and wisdom on how real world markets work, which has allowed … Continue reading

Understanding Your Risk Tolerance: Do you recognize the major factors that may affect it?

(content for this post provided by third party)   How’s your ability to withstand short-term losses? This is the question at the core of any discussion of risk tolerance. Some people are able to ride through turbulence in the financial markets with a shrug while others suffer headaches. Many investment professionals recommend that their clients … Continue reading

Fund Review : Ivy Asset Strategy Fund

  By Ted Barnhart Note: please see disclaimer and disclosure following this post. A Fund For “Austrians” If followers of Austrian School Economics were to get together to construct a mainstream equity based mutual fund that addressed their concerns, they would create the Ivy Asset Strategy Fund. The fund is categorized by Morningstar as a … Continue reading

CFA Magazine: Vienna Calling, Can Austrian Economics Give Investors an Advantage?

Barnhart Investment Advisory is quoted on the second page of this article by Stephen Mauzy, CFA. CFA Magazine Article Copyright 2011, CFA Institute.  Reproduced and republished from CFA Magazine with permission from CFA Institute.  All rights reserved. Click to request an introductory phone call with Barnhart Investment Advisory   DISCLAIMER: Nothing in this article should  be … Continue reading

Thanks For the Help (Friday Humor)

A physicist, a chemist, and an economist are shipwrecked on a desert island with only a can of beans to eat and no way to open it. The physicist makes a suggestion: “I can calculate just the right angle, mass, and velocity of a projectile that will knock the top off the can.” “No!” the economist cries, … Continue reading

Market Recap and a Look Ahead (week ended 7/20)

The S&P 500 finished the week at 1,362 up 0.43% for the week.  The index had been higher on the week, but sold off about 1% on Friday, on the heels of a sell off across Europe including new lows on the Euro itself. Friday’s European stock markets  saw declines in Italy of 4.3%, Germany … Continue reading

Does Anyone Know How to Work This Thing? (Friday Humor)

A young executive was leaving the office late one evening when he found the CEO standing in front of a shredder with a piece of paper in his hand. “Listen,” said the CEO, “this is a very sensitive and important document here, and my secretary has gone for the night. Can you make this thing … Continue reading

Shave and a Haircut For Munis?

By Ted Barnhart Anyone who considers themselves an accomplished skeptic, should  be familiar with an  often used quote attributed to  German philosopher Arthur Schopenhauer: “All truth passes through three stages. First, it is ridiculed. Second, it is violently opposed. Third, it is accepted as being self-evident.” No doubt Meredith Whitney is quite familiar with  the … Continue reading

Market Recap and a Look Ahead (week ended 7/13)

The S&P 500 finished the week at 1,356 up 0.16% for the week. The Ten Year Treasury Yield closed at 1.49% down from 1.54% the previous week and just above the June 1st low of 1.45%. Next Week’s Potential Market Moving Events: Tuesday: Fed Chariman Bernanke testifies before the Senate Banking committee.       … Continue reading

Friday Humor: Two Stockbrokers Are In a Bank…

Two stockbrokers are in a bank, when, suddenly, armed robbers burst in, waving guns and yelling for everyone to freeze. While several of the robbers take the money from the tellers, others line the customers, including the two stock brokers, up against a wall, and proceed to take their wallets, watches, and other valuables. While … Continue reading

Barnhart Investment Advisory in Today’s Investor’s Business Daily

Barnhart Investment Advisory is featured in today’s Investor’s Business Daily  article: Pros Top Picks ETF Picks for the Remainder of 2012.  As always, please remember this should not be considered a personal recommendation.  You should consult with your financial advisory before making any investment decisions. Click to request an introductory phone call with Barnhart Investment … Continue reading

Are U.S. Banks Ready for a Break Up of the Euro?

Simon Johnson, is the former Chief Economist of the International Monetary Fund (IMF) and is now at MIT.  Last month he wrote “The End of the Euro: A Survivor’s Guide.”  Today on Bloomberg.com he writes that U.S. Banks Aren’t Nearly Ready for the Coming Euro Crisis. Some of his thoughts on the matter: Very few … Continue reading

Market Recap and a Look Ahead (week ended 6/22)

The stock market encountered a roller coaster ride this week, rallying early based on positive news in the Greek Elections and in anticipation of a potential QE3 announcement from the Fed on Wednesday.  When the Fed only delivered on Operation Twist, stocks sold off. The S&P 500 finished the week at 1,335, down 0.6% for … Continue reading

Friday Humor: A Minister and a Stockbroker at the Pearly Gates

A minister dies and is waiting in line at the Pearly Gates. Ahead of him is a guy who’s dressed in sunglasses, a loud shirt, leather jacket, and jeans. Saint Peter addresses this guy, “Who are you, so that I may know whether or not to admit you to the Kingdom of Heaven?” The guy … Continue reading

Thoughts on the Fed (FOMC) Meeting

The FOMC wrapped up its two-day meeting by announcing that it will extend the Operation Twist program for the rest of the year. The statement also said that “the committee [FOMC] is prepared to take further action as appropriate to promote a stronger economic recovery and sustained improvement in labor market conditions in a context … Continue reading

The Rain in Spain…

No sooner has the financial world breathed a collective sigh of relief over the results of the Greek Elections, than the dam appeared to spring another leak.  This time  in the form of surging Spanish bond yields. As reported by the WSJ.Com yields on the Spanish Ten Year Treasury “surged to the highest on record … Continue reading

Market Recap and a Look Ahead (week ended 6/15)

A nervous stock market managed to post a modest gain for the week as the financial world awaits the results of Sunday’s election in Greece.  The S&P 500 Index closed at 1,342 up 1.3% for the week. Randall Forsyth of Barron’s noted that “stocks took off Thursday afternoon in the U.S. in reaction to various … Continue reading

Coming to a Theater Near You?

Back in April the Sun Sentinel news in Ft. Lauderdale, ran an investigative series titled Bad-Neighbor Banks, which focused on the side effects of the South Florida foreclosure crisis.  The article describes how some of “the world’s biggest banks” have left vacant homes to literally rot away. In Florida the problem is magnified by the … Continue reading

Keep ’em Coming Bartender…

They say a pessimist  is  just an optimist who has the facts. They also say that where a pessimist sees a half empty glass, and the optimist half full; the pragmatist simply fills the rest of the glass with Vodka.  This week Barron’s Magazine published the midyear roundtable update and it just might leave you to … Continue reading

Market Recap and a Look Ahead (week ended 6/8)

The S&P 500 posted its biggest gain of the year with 3.6% rebound in the aftermath of a tough month of May. Yields on the benchmark Ten Year Treasury rose to 1.63% after finishing the previous week below 1.5%. SPY data by YCharts

Taking a Look at: TIP – Treasury Inflation Protected Bond ETF; an underappreciated workhorse

TIP data by YCharts By Ted Barnhart Today we look at the iSharesBarclays TIP  Bond ETF, ticker symbol TIP. Followers of the “Austrian School of Economics” naturally fear the return of a 70’s style (or worse) inflation, but at the same time understand the deflationary risks associated with the bursting of a credit bubble.  Balancing … Continue reading

Did Warren Buffett Really “Destroy” the Case for Gold?

By Ted Barnhart Last month, Warren Buffett, in his annual letter to Berkshire Hathaway shareholders, along with a preview for Forbes.com titled Why Stocks Beat Gold and Bonds, took aim at the gold “fondlers” and explained to the world why investors would be better of purchasing investments that are already held by Berkshire Hathaway, such … Continue reading

When J. Kyle Bass Talks…People Listen

By Ted Barnhart Those of us playing in the over forty league, no doubt remember the iconic commercials from the 70’s for brokerage firm E.F. Hutton.  Two executives discussing the stock market, as the world goes on around them.  Invariably one of them delivers the payoff line:  “My broker is E.F. Hutton, and E.F. Hutton … Continue reading

Professor Plum, With the Revolver, in the Library: Who Caused the Financial Crisis and How Did They Do It?

BIA Commentary and Opinion (Originally published on May 13, 2009) By Ted Barnhart Right up until that fateful week in September of 2008 when Lehman Brothers, Fannie Mae, Freddie Mac,Merrill Lynch and AIG all imploded, most of the media, government and financial professionals  either could not  or would not acknowledge the economic disaster that was … Continue reading

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