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Previous Issues of Lumbard & Kellner Insight Newsletters
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2023
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Autumn
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Fire and Ice - AI - The Global Casino - Reducing poverty. Cleaning up the environment - Japan - China - Russia - Short Sighted - REAL WAGES! - Lithium - The 480 - Consumption
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Spring
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The Abnormal Yield Curve Under The Influence - From The Fed - Bigger Better Blunders - Invest Now! - Go Global - Lucky - The Post-World-War II Collapse - Free Trade? - America’s budget deficit- Subsidies For The Wealthy
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January
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Caffeine and Candy - Stagflation - PBR - OCTODECUPLED - Defensive Stocks - Electric Demand - Overpriced - Electric Power Consumption - Bull - Gas - Where have all the workers gone?
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2022
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Autumn
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Patience - Stagflation - PBR - OCTODECUPLED - Defensive Stocks - Electric Demand - Overpriced - Electric Power Consumption - Bull - Gas - Where have all the workers gone?
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Spring
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HUBRIS - Divisiving - Gas Tax - Farmers - Japan - NOVEMDECUPLED - What’s Ahead - ESG - MDC Holdings - Free gas! - ‘Frayed Not
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January
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Riding the Tiger - Other Stuff - Novemdecupled - The Kings and Queens of Fiscal Drag - The 5,000 Nights of NAPA - 57 Years - Classical Gas - Central Planning - Circular Logic - Wealthy and Wise
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2021
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Autumn
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The Rising Tide - Octodecupled - EVs Are Coming! - But … Sell EV Stocks - Why do growth stocks lag when interest rates are rising? - Why does it grow? - Wages - Subsidies - Growth - Buy Life Insurance Stocks. Sell Health Insurance Stocks. - Caught in the Net
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Spring
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Bouncing Back - LNG - Don’t Sell Short - Thanks - Experiences - Methuselah In A Box - Too Popular! - Quindecuple - Express - The City Lives - Vaccines!
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January
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Bouncing Back - LNG - Don’t Sell Short - Thanks - Experiences - Methuselah In A Box - Too Popular! - Quindecuple - Express - The City Lives - Vaccines!
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2020
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Autumn
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Better Than Anybody Expected - Electrifying - Jay Conway, CFA - Floating Along - Cautious. - toogviroloog - Gratitude - GAOA for Gaia - Indonesia - Tredecupled - Compassion Causes Pain - The Special Deal
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Spring
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FOMO - Bargains - Big Dividends - Flash Frozen - Sensible Shoes - Changes Ahead - 5G - The Working Poor - Immunity - Craziness! - 'Burbs - The Magic Money Tree - India
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January
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We See A Thaw - The Wage Gap Is Narrowing - Mind Control - Insult - Trededcupe - The Proletariat
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2019
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Autumn
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Bigger Yields - Twattling - Google - Wages Are Soaring - The Perfect Politician - China - Sell Your Retail Stocks - What’s It Worth? - Wurst - The Goldilocks Economy - Financial Crisis
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Summer
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Lower Inflation, Faster Growth - 2019 Is The Year Of The Pig! - Investing In Weed - Water-rich - $ $ $ - Uberpricey - Euroskepticism - Taxes - Bipartisanship Blooms!
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January
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Fact or Fiction? - Mr. Market: Seer, Sadist, Purveyor of Fear and Loathing - Prophets and Profits - Trust - Recap - Venezuela - The Gusher - FEDEX - Hype
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What's it Worth? — Panic:
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The value of an antique car is set by the highest bidder... — The stock market returns in much of American history have been so good
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Investment Growth:
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If you save $10,000 in a Roth IRA, and keep all of it in the stock market through every crash and correction, after 45 years you might have $970,000.
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2018
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Autumn
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Factfulness - Innovation And Efficiency - Playing Us For Suckers - YouTube - Booming - “Made” In China - F-35 - China Rising - Farpotshket - Admirable
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Summer
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Highly Productive - Cash Is Burning Holes In The Pockets Of Investors - K9 Vittles - Keeping Cool - Costly - Artificial Intelligence - Recycling Is In Trouble! - Interest - Stock Roundup - Spending - Clean Air - Dispassion Is Best
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January
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Let The Good Times Roll - It’s Not Rare At All. - Free. Really! - Automation - Insecurity - Winners - Tax Reform - Duodecupled - You’ve Got Mail! From the KGB. - GEEEE
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2017
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Autumn
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Fairness - Unconditional Love - Jobs! - The New Rocket Men - North Korea - Rise Of The Robots - Invasion Of The Robotic Hedge Fund Manager - The Age Of Retirement - Seriously? - The Future Of Transportation - Tax Credits - $20,000,000,000,000
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Summer
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The Bubble Of 2018 - Insurance Is The Problem - And Now For The World And National News: - Amazon - China - U.S. Labor Force Participation Rate - Innovation - Mexico - Populism - Bargains - MetLife - The Good Life
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January
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Animal Spirits - Infrastructure - De-regulation - Share The Wealth - The Green Monster - Out Of Touch - The American Peace - Innumeracy - Serenity - Enron-esque Accounting
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2016
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Autumn
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Oh Happy Day - China Is OK! - Deepwater Wind - Most Entitlement Spending Goes to People Who Are Not Poor - Bubbles - The War On Poverty - Medicaid for the 1% - Overheard At A Café in Oregon - Upward Mobility
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Summer
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It’s A Bunny! - The Gift - Profit Is Not A Dirty Word - Don’t get your knickers in a twist! - Stock Roundup - Working-Class Blues - Boys Without Fathers - Negative Interest Rates? Really? - Island Dreams - Rates Rising - The Future of Energy
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January
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The Goldilocks Economy - Oh Yeah, That’s Painfully Weak - War And Peace - Stock Roundup - Gas-Guzzler Paradise - Insecurity - Cholesterol In The Arteries Of The Nation - The News From Europe
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2015
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Autumn
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A World Of Plenty - Take Courage! - The World Has Not Become A More Dangerous Place! - More Good Years Ahead - Commodity Carnage - Target Date Funds - Target Date Funds - The Bounty Of The Oceans - The Biggest Economic Problem In America - Clean Air!
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Summer
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Easy Money - Water Water Everywhere - Flying High - Eurosclerosis - The Toilet Paper Conspiracy - 25 Years - Don’t Be Evil - Kids's Corner - Buying 'em up - On The Grid - Entitlements - O, Canada - Life Is Good.
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January
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Voracious - Favorites - Populism and the Environment - Creative Destruction - Quadrillion! - The Sun Still Rises In The East - Global Populism, Global Debt - Hindsight / Foresight - Tax Time
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2014
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Autumn
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Infinite Possibilities - CYA - Demographics and Destiny - The Fed Is Your Friend - The Markets Are Not Rigged! - Grandstanding - Finely Tuned - The Price of Affection - Switzerland is stealing our lunch money!
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Summer
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Opportunity - Thoughtful Generosity - Bigotry - Your Children Will Be Wealthy - Truth Is Fairer Than Fiction - More Good News - This Week's Currency Trading Tips - Social Responsibility - Buy In June. Whistle A Happy . . . - Competitive Schools.
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Energy Insert
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Blowing Hot And Cold - Hybrid Vehicles
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January
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Happiness - How ‘Bout Some Good News In Health Care? - An Evolving Point of View . . . - All Is Well - Young In America - Nonsense! - DisAbility - Cooperation, Simplicity, Humility.
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2013
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Autumn
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Motown Blues - Octupled - Fairly Valued - Cost Effective and Impactful - A New Mexico - Red Tape - Big Oil - The Decline Of Men.
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Summer
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Happy Days Are Here Again - Beware of Bonds - Fair Winds - A Salute to El Presidente - The Pundit Wars - Too Big To Jail - The Obama Tax Cuts - Octupled - The Future of Manufacturing.
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January
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Land of the Setting Sun - You Gotta Believe - It Was A Very Good Year - Unstoppable - When More Is Less - The Madness of Crowds.
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2012
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Autumn
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Simplicity Rules - Stocks We Like - The Only Game In Town - Infrastricture - Sep(and a half)tupled - Real Estate Rising - Our Big Fat Greek . . . Congress - Leaders of The Future - Alexander Hamilton’s Two Cents - Continents of Incontinence.
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Summer
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Massively Disruptive Technological Change - Don’t Buy Bonds - Pent-up Demand - Petulance Across The Pond - Facebook: Get ‘Em While They’re Hot! - Omnibus Privacy Notice - How We Pick Stocks - The Fiscal Cliff.
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January
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The Most Prosperous Era In The History of the World - More Good News - The Case For A Bull Market In 2012 - No Drama - The State of European Welfare - Commodities.
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2011
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Autumn
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It's Déjà Vu All Over Again - Life Is A Beach - Jobs, Unleashed - Herman Von Rumpy - Fixing Social Security - Stocks We Like - A Latte, A Muffin, And A Million Dollars - Happy Days - Light At The End Of The Tunnel?
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Summer
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Getting The Economy Back On Track - Why Buy Stocks? - S*XTUPLED! - Supply Rising - The Market Outlook - What the Doctor Prescribes.
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February
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Hair of the Dog - Further Gains in 2011 - The Other Shoe - Value in Asia - S*XTUPLED! - Death and Taxes—and Some Upbeat News! - From the Letters Section of the Wall Street Journal - Incentives Rule! - A New Year’s Resolution of Thanksgiving.
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2010
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Autumn
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How `Bout A Little Optimism? - Medtronic - Good News - More Good News - Magic! - The Rest Of The Story - Breaking News: - Congratulations - 20 Years In Business - A Tale Of Two Cities States - How To Help The Economy (Without Hurting It).
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Summer
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Greece, Democracy, Debt, and Decline - 20 Years In Business - Let’s Make a Deal - Good News! - Integrity - Up From The Ground Come A Bubblin’ Crude - Human Nature.
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February
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Fleeing From The Safety Of Cash - A New Toy For Congress - Ask Singapore - Ill-Gotten Gains - 10/10/10 - Small Is Beautiful - Quintupled (And A Half) - Free At The Scooter Store! - Taking Back The Congress.
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2009
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Autumn
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Bumbling Banks - Rays of Sunshine - The Natural Truth - How To Smell A Rat - Blame the Ratings Agencies - No-Money-Down Subprime Mortgages, Revisited - Land of the Rising . . . . Debt - Still Falling. Better Performance than Warren Buffett. For Ten Years.
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Spring
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A Stimulus Program That Worked - Inflation, Deflation, and the Magic of Banking - In the last 10 years the S&P 500 declined 38%, from 1286 to 797. Our accounts appreciated more than 90%. - Lord Keynes Was Wrong - The Chance of a Lifetime - Loan Sharks In the Water - A New Bull Market? - The Capitalist Poor - The Fire Next Time - The 17% Solution - Speak Now, or Forever Hold Your Peace - Bureaucracy, Inefficiency, and the Most Expensive Health Care the World Has Ever Known.
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February
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Carpet Bombing With Cash - Looking Back At Recent Issues Of Insight - Buy Corporate Bonds - Quadrupled, Even Now - The Debt Bomb - The Madness Of Madoff - Borrowing And Spending - The Grass Is Not Always Greener... Life on the other side of the fence
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2008
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Autumn
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The Great Mortgage Mess of 2008 - Good News! - Boeing - Gridlock is Best - Pipeline of Plenty - See No Evil, Speak No Evil - Safety - More Good News
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Summer
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The Lessons of History - Forecasting Yesterday’s News - Taking Profits - Muddling Along - Bubbling Crude - It’s Your Money - How To Launch An Economic Recovery - We Don’t Need No Stinkin’ Oil
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Winter
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Looking Back - Bananas - Wealth and Leverage - Quadrupled ! - National Referendum - The 12,000-Year Record
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2007
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Autumn
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Ex Uberance - Easy Street - Buy Treasuries - Sell Junk - Upside Down - Predatory Lending - Back-woods Nuclear Power - Credit Crunch - Honesty is the Best Policy
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Summer
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Lipstick on the Pig - Risky Business - Another Bubble Deflates - A Sure-Thing - 100 to 1 Shot, Hedge Funds - Jumping from One Hot Mutual Fund to the Next - Guzzling
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Winter
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Power to the People - A Cleaner and Safer Future - PEPCO - How to Build Wealth, The Oil Glut - Small is Beautiful - Realty Check - Terror is for Pragmatists
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2006
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Autumn
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Buy Bonds - Health Corner - Sierra Pacific - Overbooking - Quadrupled! - Hidden Expenses - Bristol-Myers - A Glut of Oil - House Poor
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Summer
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The Bubble Bath – The Rising Euro – Ringing Up The Profits – Booking Profits in Beijing – Waterworld – A Fistful of Dollars – A Stronger World Economy
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Winter
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A Sea of Oil – Cars of the Future – Invest Overseas, More Junk—Less Time – Lose Weight and Quit Smoking! – Refi Madness – A Sea of Red Ink – Gone Phishin’
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2005
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Autumn
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Storm Clouds and Silver Linings – The 50-50 Principle – Classical Gas – Bottoms Up – The Financial Follies: Finding Fraud – Vaction Homes, Revisited
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Summer
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Passion – A House of Cards – The Perfect Investment – The Glass is Half Full! – Sports-Utility Stocks – The Worst Investment You’ll Ever Make – Spitzer Stocks
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Winter
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Bulldozers – The Real Estate Bubble – OTELCO, Bloat – Snake Oil – High on Finance—Crazed with Credit – Seven Surprises – You’re Fired!
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2004
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Autumn
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Energized – The Declining Dollar – Know Your Tax Bracket – When to Sell – The Golden Years – We Just Want To Pump You Up – Elder Boomers and more…
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Summer
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Diamonds In The Coal Bin – The Bubble Bath – Favorite Stocks – You’ll Never Go Broke Taking Profits – Boring Stocks Are Best – Hope – and more...
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Winter
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Seven Surprises Of 2004 – What To Buy Now – The Lowest Tax Rate You’ll See In Your Lifetime – Power To The Shareholders – Staying The Curse – Avoiding The Herd
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2003
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Autumn
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WYSIWYG – Sell High, Buy Low – Going Global – TECO – The New Tax Law: Rethinking Tax-Advantaged Accounts – Externalities – and more…
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Summer
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A Thousand Points Of Darkness – BELLWETHER CISCO – The Hunt For Value – Real Companies – The Great Grab-Bag Giveaway – and more…
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Winter
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Good Economy, Bad Market – Dividends Rule – Overseas Profits – Long-Term Investing – The World’s Biggest Tax Laws – and more…
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2002
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Autumn
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Say Goodnight To The Day Traders – Rare Books – Billions – High Yield – Money In Your Pocket – Health Care: A Growth Industry – and more…
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Winter
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What We Bought On September 17 – A Farewell To Materialism – Frightfully Helpfu – The Dollar – Pharmaceuticals On Sale – Strategic Reserves – What do you do now?
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