Crew Capital Management Thoughts on Investment

Welcome to the Crew Capital Management Thoughts on Investment blog. At Crew Capital, investment education is key to how we work with our clients. We hope our conversation and analysis entice you to think further on your investment strategies and planning. For further discussion, please contact us at rjung@crewcapital.com

Thank you!
Robert F. Jung, CFA CPA*

*CPA inactve

Tuesday, April 26, 2011

Education Improves 401(k) Participation



As in all things "Education" is the key to success. As the linked article points out with each educational interaction deferral percentages increase.

Article Link

Thursday, April 21, 2011

No Wonder We Have a Multi-Trillion $ Deficit Problem



Below is a link to the source article discussing how the US as already experienced a "lost decade"+ (13 years) at the expense of 3X increase in debt over the same period. It highlights a potential risk to our recovery, in that a debt based recovery is "phony".

"Real per-capita tax receipts are at 1994 levels", Arnott says. No wonder we have a trillion-dollar deficit problem.

CCN/Money Article Link

Wednesday, April 20, 2011

Interesting Quote on US Debt



"S&P’s warning is the culmination of more than 10 years of US fiscal laxity from a combination of tax cuts and spending increases, aggravated by the impact of deep recession which further cut revenues and increased spending. According to the OECD, in gross terms US general government debt has increased by 70 percent since 2000," Poole said.

Article Link

Wednesday, April 13, 2011

Gross Increases Cash Position to 31%



PIMCO's Total Return Fund increases its cash or cash equivalent position to 31%. This is the highest cash position in four years. It reduced its US Gov't exposure to -3%.

Source Article Link

Thursday, April 7, 2011

Free Market Confidence Falling

Confidence in free market is falling fast in U.S., poll finds. When asked in 2002 by polling firm GlobeScan whether a free market was the best economic system, 80% of Americans said it was. More recent polling showed a big change, as illustrated by The Economist's Daily Chart. When asked the same question last year, only 59% of Americans embraced the free market. The newest data show much stronger support for free markets in Germany, Brazil, China and Italy than in the U.S. The Economist/Daily Chart blog (06 Apr.), The Des Moines Register (Iowa)/Across the Spectrum blog (06 Apr.), GlobalPost.com/Macro blog (06 Apr.)

Source:CFA Institute Financial NewsBrief

Article Link

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