tag:blogger.com,1999:blog-1408130997145685622024-08-31T05:19:11.727-07:00An Armchair Economist discussing about interesting and relevant topics with a focus on Economics, Finance, Investing and Accounting.David Zobristhttp://www.blogger.com/profile/12321095392318865247noreply@blogger.comBlogger2125tag:blogger.com,1999:blog-140813099714568562.post-69229575997076651922011-06-16T09:19:00.000-07:002012-05-09T07:49:59.616-07:00

I'm personally a strategic asset allocation, buy-and-hold, rebalance quarterly type of investor. This makes me boring and not care about what is happening in the markets. It helps me sleep at night too. The downside is whenever I hear about commodity funds achieving huge returns while the stock market has lingered at the same value for 10 years, I ask myself should I look into this a

David Zobristhttp://www.blogger.com/profile/12321095392318865247noreply@blogger.com0tag:blogger.com,1999:blog-140813099714568562.post-50770095075080355232011-06-09T09:25:00.000-07:002012-05-09T08:18:34.590-07:00

I was doing some research on an acquisition target the other week. The target was a US based materials manufacturer that primarily served the industrial sector in the US. During my research I asked myself.....is US industry dying? You hear in the media that US manufacturing has been fleeing to lower cost countries like China. Well.....here's what I found on the OECD website. This graph is from

David Zobristhttp://www.blogger.com/profile/12321095392318865247noreply@blogger.com0