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David Lee Berkowitz
By the twin rivers in New Jersey, USA
I'm a father of three, husband, and an investment advisor to individuals and their families
Interests: hockey, baseball, market, stocks, value investing
Recent Activity
OurValueAligned portfolio ("VAP"), up +23% so far...
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OurValueAligned portfolio ("VAP"), up +23% so far in 2013, is only available if you are a ValueAligned Investor. Continue reading
Posted Oct 4, 2013 at BerkAdvisory
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Foreigners investing in the United States to take advantage of cheap gas
The United States is about to take off if we could just get government out of the way. Check this out from today's Wall Street Journal. Companies from the U.S. and abroad have invested or are planning to invest billions... Continue reading
Posted Oct 2, 2013 at BerkAdvisory
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The Continuing U.S. Decline in Economic Freedom of the World Index | Cato @ Liberty
The United States has seen more than a decade of decline, having been ranked 2nd on the index in 2000, 8th in 2005 and 17th in the current report. The average global economic freedom score rose slightly from 6.74 out... Continue reading
Reblogged Sep 20, 2013 at BerkAdvisory
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Baby Boomers Have All the Money Now, and Forever
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Baby Boomers, "The Generation Where Each Individual Takes Personal Credit for Bob Dylan," are now entering retirement age. They have a lot of time on their hands, and all of America's disposable income. Now, the slavish catering to their every... Continue reading
Reblogged Sep 19, 2013 at BerkAdvisory
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What Does Rising Life Expectancy Mean for Retirees? | RJL Wealth Management, LLC
Due to many medical and societal advances, people these days are living longer than ever. As life expectancy rates continue to rise, many retirees find themselves increasingly unable to make ends meet later in retirement. What can be done to... Continue reading
Reblogged Jul 30, 2013 at BerkAdvisory
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The official blog of Hays Advisory
The stock market has been in a holding pattern for a little over a month, and it's still down "slightly" from that peak made in the third week of May. It is somewhat amazing to me to see some of... Continue reading
Reblogged Jun 21, 2013 at BerkAdvisory
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ValueAligned Review 6/14/2013 VAP +17.9%
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BERK: The Buy and Hedge Fund called the ValueAligned Fund is up +11.4% for the year. It is down a bit -0.6% in June. That compares to other stock hedge funds that are up +4.6% and are down -1.8% in... Continue reading
Posted Jun 20, 2013 at BerkAdvisory
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AutoZone (#AZO) CEO sees no improvement for the low end consumer - 5 years now.
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BERK: Why do lower end consumers keep voting for Democrats? Really why? We’re also a little concerned about the consumer. This economy’s still not booming particularly for the low-end consumer and we’ve seen some – theme being in a difficult... Continue reading
Posted Jun 20, 2013 at BerkAdvisory
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Democratic economic policies deemed at least worthless
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The bottom line is that all this focus on government actions through the lens of a Keynesian model has been basically worthless. Investors are better served when they follow free-market economic theories that focus on production, not demand-side models that... Continue reading
Posted Jun 17, 2013 at BerkAdvisory
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U.S. Bond Funds Suffer Second-Biggest Net Withdrawals Since 1992 | Financial Planning
“Treasuries in the last few weeks have certainly been the place to be,” Gross said during an interview on Bloomberg Television’s “Market Makers” with Erik Schatzker and Sara Eisen. Stocks, high-yield debt, currency and emerging-market bonds are all in “disarray,”... Continue reading
Reblogged Jun 13, 2013 at BerkAdvisory
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Chart of the Day - 10-year T-bond yield trending higher
For some perspective on all-important long-term interest rates, today's chart illustrates the 27-year trend of the 10-year Treasury bond yield (thick blue line). As today's chart illustrates, the 10-year Treasury bond yield has moved within the confines of a 26-year... Continue reading
Reblogged Jun 12, 2013 at BerkAdvisory
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ValueAligned June 11 Review
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The Buy and Hedge Fund called the ValueAligned Fund is up +11.8% for the year. It is down a bit -0.8% in June. That compares to other stock hedge funds that are up +5.7% and are down -0.8% in June... Continue reading
Posted Jun 11, 2013 at BerkAdvisory
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Americans have rebuilt less than half of wealth lost to the recession, study says - Washington Post
Americans have rebuilt less than half of wealth lost to the recession, study says By Ylan Q. Mui,May 30, 2013 American households have rebuilt less than half of the wealth lost during the recession, leaving them without the spending power... Continue reading
Reblogged Jun 2, 2013 at BerkAdvisory
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Quotation of the day | AEIdeas
We have truly entered the world of “Alice in Wonderland” when the CEO of a company that pays $16 million a day in taxes is hauled up before a congressional subcommittee to be denounced on national TV for not paying... Continue reading
Reblogged May 30, 2013 at BerkAdvisory
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ValueAligned Investing Weekly Review +18.8%
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Yield curve signals continued bull. Continue reading
Posted May 29, 2013 at BerkAdvisory
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ValueAligned Review May 13. 2013 "Crash Protection Model"
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In 2009 we put in a crash protection model. We called that our Rapidan Momentum Model. The indicator let’s us pursue growth by helping us ignore the naysayers, doubters, media and our emotions. We get to trust the other indicators.... Continue reading
Posted May 13, 2013 at BerkAdvisory
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Improving Your Odds in the 'Retirement Gamble'
Improving Your Odds in Retirement Roger Wohlner PBS’ "Frontline" recently aired "The Retirement Gamble," an excellent documentary on some of the problems with the retirement savings system in the U.S. While the show brought out some excellent points, it seemed... Continue reading
Reblogged May 8, 2013 at BerkAdvisory
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Extraordinary fact of the day: More than an extra decade of life expectancy inside of two generations, 1950-2011 | AEIdeas
An extra decade of life expectancy gained inside of two generations. From “The Biggest Retirement Myth Ever Told” at the Motley Fool website: While there has been tremendous progress in life expectancy over the last century, most of the gains... Continue reading
Reblogged May 8, 2013 at BerkAdvisory
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Home Prices Score Highest Annual Gain Since 2006 - WSJ.com
Home prices are rising at the fastest rate in seven years, with some communities seeing double-digit gains, as buyers are returning to a market where the number of properties for sale is in short supply. Housing prices are up by... Continue reading
Reblogged May 8, 2013 at BerkAdvisory
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Citi's 'Panic-Euphoria Model' Screams BUY, And There's A 97% Chance Of A Double-Digit Return
The proprietary Panic/Euphoria Model has been in panic territory since August 19th and the level generates a near 90% chance of higher equity prices in six months and a 97% probability of teen-like gains in the next 12 months (see... Continue reading
Reblogged May 8, 2013 at BerkAdvisory
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Stock Market at New HIghs and Cash is Pouring into Bond Funds! Bond Fund Investors Be Warned.
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From Kimble Charting Solutions: Does the table below have something to do with the common assertion that "this is the most hated rally ever"? Stocks hitting all-time highs with outflows does make me question a lot of things, one of... Continue reading
Reblogged May 8, 2013 at BerkAdvisory
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ValueAligned Portfolio up +14% Weekly Review; $AAPL, Sectors and the Yen
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The Buy and Hedge Fund called the ValueAligned Fund is up +9.4% for the year. It was down just -0.1% last week That compares to other stock hedge funds that are up +5.1% and down +1.4% last week. The Buy... Continue reading
Posted Apr 30, 2013 at BerkAdvisory
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Rich Get Richer, Everyone Else Poorer
When President Obama first ran in 2008, he claimed his economic policies would "foster economic growth from the bottom up and not just from the top down." He said he'd put in place "an immediate rescue plan for the middle... Continue reading
Reblogged Apr 25, 2013 at BerkAdvisory
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Why has only the really rich, the top 1%, got richer under the current policy regimes, everyone else poorer?
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Berk: The proponents of the current rconomic policy regime-Progressives I think they want to be called-need to explain why the rich got richer and everyone else poorer under their policies - just like critics siad would happen. Continue reading
Posted Apr 25, 2013 at BerkAdvisory
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Biggest buyback plan in history-Apple
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US corporations continue to announce dividend increases and more share buybacks. Dr Ed Yardeni has shown that corporate cash flow into the stock market--which totaled $2.1 trillion for the S&P 500 since stock prices bottomed during Q1-2009 through Q4-2012--has been... Continue reading
Posted Apr 24, 2013 at BerkAdvisory
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