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blogcastalia.com

Castalia Blog | 2013 | February

http://www.blogcastalia.com/2013/02

Ben Bernanke v. Sir Mervyn King. February 28, 2013 1:40 am. Dry Bulk – A Recovery Longer Than Most Think. February 27, 2013 2:39 am. Federal Reserve Policy – Additional Comments. The US. central bank has followed a policy of negative real short rates on the basis that negative real rates favor growth. Long periods of negative real interest rates tend to be associated with a sustained drop in the structural growth rate of the underlying economy and a significant rise in unemployment and inflation. Further...

blogcastalia.com

Castalia Blog | 2013 | August

http://www.blogcastalia.com/2013/08

Jim Rogers: “When the Sea of Money Ends, it is Going to be a Huge Mess.”. August 28, 2013 2:06 pm. Jim Rogers is seriously concerned about the impact of continual and expansive monetary policy cooordinated by central banks around the global. We have even seen the Chinese central bank conduct an “Unofficial Economic Stimulus” in the past two months (See: www.blogcastalia.com/china-economic-stimulus-short-term-dry-bulk-shipping-impact. China: A Manipulated Economic System / Shipping a Residual Value. Addin...

blogcastalia.com

Castalia Blog | 2013 | April

http://www.blogcastalia.com/2013/04

Jimmy Rogers – An Investment Opportunity: Agriculture. April 29, 2013 3:56 pm. 8220;I am extremely optimistic about agriculture. First people thought I was nuts when I first started telling people to buy farmland, then they thought I was nuts, now they are trying to buy it too”, said Jimmy Rogers, who was interviewed by Sara Schafer, AgWeb.com Business and Crops Online Editor. S&P 500 Index Approaches 1600 – The “Bubble Grows”. The S&P 500 Index is within a percent of all-time closing highs. U.S&...8220;...

jcgoodgal.com

JC Goodgal | Structured Assessment and Approach

http://www.jcgoodgal.com/structured-assessment-and-approach

JC Goodgal, Inc. Structured Assessment & Approach. Structured Assessment and Approach. Operating Income from Business Operations / Personal Activities. Private Equity and Illiquid Investments. JC Goodgal, Inc. Design of Strategic Plan. Execution of Strategic Plan. Coordination with Other Family Advisors.

jcgoodgal.com

JC Goodgal | Analysis

http://www.jcgoodgal.com/analysis

JC Goodgal, Inc. Structured Assessment & Approach. Investment Strategy: Impact of Increasing Interest Rates. Investment / Portfolio Impact:. The US. Current Account and Vanishing Global Liquidity. Jay Charles Goodgal, Comment:. We believe investors should overweight their portfolio allocations in the following sectors: -. Energy (with a focus on gas). Contributor: Charles Gave, GaveKal Dragonomics Research Limited (Reprinted [and Edited] with Permission) March 2014. The US. dollar is the world’s rese...

jcgoodgal.com

JC Goodgal | Client Relationships

http://www.jcgoodgal.com/client-investment

JC Goodgal, Inc. Structured Assessment & Approach. As an advisor, we first discuss and become familiar with our client’s financial status and investment objectives. Next, we tailor a portfolio strategy and a strategic allocation to meet our client’s needs. We develop the portfolio in strict accordance with any of the client’s specific instructions. Finally, we monitor the portfolio and act for investment purposes only.

blogcastalia.com

Castalia Blog | 2014 | February

http://www.blogcastalia.com/2014/02

Investment Strategy: Impact of Increasing Interest Rates. February 24, 2014 2:51 am. The Federal Reserve: Imperfect Oversight. February 23, 2014 1:00 am. On Friday, February 21, 2014, the U.S. Federal Reserve released transcripts. According to transcripts, James Bullard, President of the Federal Reserve Bank of St. Louis, urged his colleagues to wait for some time to assess the impact of the Lehman bankruptcy filing, if any, on the national economy . The Ides Of March. February 22, 2014 11:05 pm.

blogcastalia.com

Castalia Blog | 2014 | January

http://www.blogcastalia.com/2014/01

China’s Growth And Debt Pressures. January 26, 2014 6:48 pm. Contributor: Andrew Batson, Gavekal Research Limited (Published with Permission). This is not to say that a growth slowdown caused by tighter credit will be catastrophic. For one, there has not been a huge buildup of inventories over the past year – rather the opposite. So destocking due to tighter credit will not be nearly as significant as in previous cycles (See: China Goes Wicksellian. Not In The U.S. January 18, 2014 11:07 pm. As we see it...

blogcastalia.com

Castalia Blog | China: Increasingly Fragile Economy and Financial Markets

http://www.blogcastalia.com/china-increasingly-fragile-economy-and-financial-markets

Laquo; All Posts. China: Increasingly Fragile Economy and Financial Markets. March 31, 2014. 8220;When you see an asphalt roller (compactor) rolling down hill, what do you do? Step aside and let it hit the guy behind you”. – Jay Charles Goodgal, 1982, Question/. Comments to the Assistant Treasurer of Ingersoll-Rand, A solution for the Chairman of Ingersoll-Rand when Company learned of major loss as a result of a currency devaluation – “Aim the compactor at the Vice Chairman”. Laquo; Milestone: 200 Blogs.

blogcastalia.com

Castalia Blog | 2013 | May

http://www.blogcastalia.com/2013/05

From The Shipdeck – VLCC Companies Will Require Financial Restructuring. May 30, 2013 2:35 pm. In its first quarter 2013 earnings release, Frontline Ltd., controlled by John Fredriksen, painted a bleak picture for the crude tanker market and again warned of a restructuring risk. Frontline believes the tanker market and in particular the VLCC sector is massively oversupplied. JC Goodgal, Inc. – New Website. May 29, 2013 2:01 am. JC Goodgal, Inc. has launched its new website: www.jcgoodgal.com. Of our affi...