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

Wednesday, May 11, 2011

Roubini Not a Fan of High Inflation to Reduce Debt

Nouriel Roubini doesn't believe that an active policy of using high inflation is worth the cost to reduce public and private debts and avoid debt deflation. This was the course used in the late 70's and early 80's.
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Thursday, May 5, 2011

Is The 30 Year Mortgage Going Away?

"Jared Bernstein, chief economist and economic adviser to Vice President Joe Biden, began the discussion by acknowledging proposals that call for reforming Fannie Mae and Freddie Mac and that would end the 30-year fixed-rate mortgage. Bernstein made it clear that he is not necessarily for or against such proposals but that he sees potential hurdles. “Absent the government guarantee, it’http://www.blogger.com/img/blank.gifs not easy to have a 30-year fixed-rate mortgage. … Can the private sector deliver that kind of tool with no government guarantee?” Bernstein said."

Source Article
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Wednesday, May 4, 2011

1 In 7 Americans Utilizing Social Welfare (Food Stamps)



That is over 14% of the US population or 44+million people receiving benefits. With $4/gallon gas slowing our recovery will more people need help?

WSJ Article Link
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Monday, May 2, 2011

10 Year Old Policy Created Deficit



U.S. politicians chose path to deficit 10 years ago. A decade ago, the U.S. had a budget surplus and the Congressional Budget Office projected a growing surplus indefinitely. Today, instead of a $2 trillion surplus, the nation is on track to finish the year more than $10 trillion in debt. The change came because leaders decided to cut taxes, increase spending and fight two wars with borrowed money, according to The Washington Post.

The Washington Post Article
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