About Bob Cremerius

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So far Bob Cremerius has created 251 blog entries.

How Do Manias End?

2021-01-05T17:34:32+00:00January 5th, 2021|Categories: INVESTMENT|

Executive Summary It is often said that a picture is worth a thousand words. Thus, this week’s missive has fewer words than normal and more pictures (please scroll through 1600’s to current). Understanding history and the historical patterns of bubble manias is important to preparing for 2021. [...]

Can You Have It Both Ways?

2020-12-29T17:00:46+00:00December 29th, 2020|Categories: INVESTMENT|

Executive Summary On the one hand the public is told Congress must pass a massive stimulus bill providing cash to individuals, or businesses and the economy will fail.  On the other hand, pundits state the economy is strongly rebounding based on the soaring stock market. Which story [...]

Does History Matter?

2020-12-22T18:13:57+00:00December 22nd, 2020|Categories: INVESTMENT|

Executive Summary As year-end approaches, I decided to review where we are and compare 2020 to historical times.  The year began with weakening growth in both corporate earnings and gross domestic product followed by the onslaught of the COVID-19 pandemic and closures.  To fight the negative impacts, [...]

What is Their Track Record?

2020-12-15T17:56:49+00:00December 15th, 2020|Categories: INVESTMENT|

Executive Summary It never ceases to amaze me how financial pundits give such credence to financial projections which more often than not are materially wrong.  Yet in the short run, the stock market tends to react to such misleading data.  Probably the best example is to look [...]

Is Everyone on One Side of the Boat?

2020-12-08T16:02:45+00:00December 8th, 2020|Categories: INVESTMENT|

Executive Summary In this week’s missive, I give both a visual and an audible example of how over-valued the current stock market bubble is.  First the visual of Tesla’s market capitalization and sales versus the other 50% of the auto industry.  Next the audible of how speculators [...]

Are We in the Eye?

2020-12-01T19:55:06+00:00December 1st, 2020|Categories: INVESTMENT|

Executive Summary The onset of COVID-19 led to business lockdowns and an abrupt halt to economic activity.  Through the CARES Act several programs were implemented to assist with unemployment benefits due to government mandated shutdowns.  However, many of these are expected to expire on December 26. Currently [...]

Where is the Greatest Risk?

2020-11-24T17:16:36+00:00November 24th, 2020|Categories: INVESTMENT|

Executive Summary As a quick follow up to last week’s missive, the déjà vu continued this Monday with another COVID-19 vaccine headline.  Markets jumped on headlines, not financial data. While the S&P 500 Index is comprised of the 500 largest U.S. public companies, the Russell 2000 Index [...]

Are You Having Déjà vu?

2020-11-17T17:15:40+00:00November 17th, 2020|Categories: INVESTMENT|

Executive Summary Last Monday the stock market soared upon news that Pfizer had developed a COVID-19 vaccine, and this Monday stock futures were skyrocketing again due to news of a Moderna vaccine.  According to a quoted article in the Wall Street Journal, there are issues with the [...]

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