Blue Water’s Special Market Review December 14th, 2016: “Holiday Cheer(fullness)” (or, How Cookies & Eggnog Improve Basically Everything)

Join us for a special monthly market forum December  14th, 2016. The meeting will be @ BWCA’s Office, 324 W Superior Street, 1405 Medical Arts Building, Duluth MN 55802, from 5:15-6:30 p.m.

1. “Season’s Greetings”                                                                                Matthew T. Timpane

2. “Announcements”                                                                                            Kevin M. Wilson

3. “5-Minute Year in Review”                                                                    Matthew T. Timpane

4. “5-Minutes on Hope for the Economy”                                                      Kevin M. Wilson

5. “Q & A”                                                                                                                       KMW/MTT

6. “More Cookies and Conversation”                                                                                    ALL

Posted in Commentary

Blue Water’s Bi-Monthly Market Review November 17th, 2016: “The Pivot to Reflation” (What to Do When Inflation Returns)

Join us in our bi-monthly market forum November  17th, 2016. The meeting will be @ BWCA’s Office, 324 W Superior Street, 1405 Medical Arts Building, Duluth MN 55802, from 5:15-6:30 p.m.

1. “Introduction”                                                                                    Kevin M. Wilson

2. “Why talk about a pivot to reflation”                                            Kevin M. Wilson

3. “How ZIRP and NIRP will drive reflation”                                 Matthew T. Timpane

4. “The impact of helicopter money”                                                Matthew T. Timpane

5. “The impact of demographics on inflation”                                Kevin M. Wilson

6. “The best reflation trades for investors”                                      Kevin M. Wilson

7. “Q & A”                                                                                                KMW/MTT

Posted in Events

Blue Water’s Bi-Monthly Market Review September 15th, 2016: “Potpourri” (A Collection of Ideas & Observations)

Join us in our bi-monthly market forum September  15th, 2016. The meeting will be @ BWCA’s Office, 324 W Superior Street, 1405 Medical Arts Building, Duluth MN 55802, from 5:15-6:30 p.m.

1. “Introduction”                                                                                    Kevin M. Wilson

2. “Wall Street Loves the Wrong Data”                                            Matthew T. Timpane

3. “King Dollar, Gold, & Oil”                                                               Kevin M. Wilson

4. “The Economics of Health Insurance”                                         Matthew T. Timpane

5. “Cognitive Dissonance and the Bull Market”                              Kevin M. Wilson

6. “Q & A”                                                                                                KMW/MTT

Posted in Commentary

Blue Water’s Bi-Monthly Market Review July 21st, 2016: “Perspectives on Global Financial Problems” (or, Opportunities Buried in the Ashes)

Join us in our bi-monthly market forum July 21st, 2016. The meeting will be @ BWCA’s Office, 324 W Superior Street, 1405 Medical Arts Building, Duluth MN 55802, from 5:15-6:30 p.m.

1. “Introduction”                                                                                    Kevin M. Wilson

2. “Brexit’s Impact on the Markets”                                                  Matthew T. Timpane

3. “The Eurozone Banking Crisis”                                                      Kevin M. Wilson

4. “The Chinese Devaluation Threat”                                                Kevin M. Wilson

5. “Similarities/Differences with Respect to the 1930’s”               Kevin M. Wilson

6. “Opportunities Buried in the Ashes”                                             Matthew T. Timpane

7. “Q & A”                                                                                                 KMW/MTT

Posted in Commentary, Events

Blue Water’s Bi-Monthly Market Review May 19th, 2016: “Technological Revolutions and Growth” (Robotics, Clean Energy, and Biotech Opportunities)

Join us in our bi-monthly market forum May 19th, 2016. The meeting will be @ BWCA’s Office, 324 W Superior Street, 1405 Medical Arts Building, Duluth MN 55802, from 5:15-6:30 p.m.

1. “Introduction”                                                                       Kevin M. Wilson

2. “Growth in a Flat Economy”                                              Matthew T. Timpane

3. “The Biotech Revolution”                                                   Matthew T. Timpane

4. “The Robotics Revolution”                                                 Kevin M. Wilson

5. “Creative Destruction Hits the Energy Industry”          Kevin M. Wilson

6. “Election Year Market Behavior”                                      Kevin M. Wilson

8. “Q & A”                                                                                    KMW/MTT

Posted in Commentary, Events

Blue Water’s Bi-Monthly Market Review March 17th, 2016: “How to Cope With Negative Interest Rates” (Hint: Standard Asset Allocation Won’t Work)

Join us in our bi-monthly market forum March 17th, 2016. The meeting will be @ BWCA’s Office, 324 W Superior Street, 1405 Medical Arts Building, Duluth MN 55802, from 5:15-6:30 p.m.

1. “Introduction”                                                                             Kevin M. Wilson

2. “Why Negative Interest Rate Policy (NIRP)”                      Matthew T. Timpane

3. “NIRP Could End Fractional Reserve Banking”                 Kevin M. Wilson

4. “NIRP May Lead to the Scarcity of Cash”                            Matthew T. Timpane

5. “NIRP Could Damage Annuities and Pensions”                Kevin M. Wilson

6. “How to Beat NIRP Using Alternative Investments”        Kevin M. Wilson

8. “Q & A”                                                                                        KMW/MTT

 

Posted in Events

Blue Water’s Bi-Monthly Market Review January 21st, 2016: “Ten Themes for 2016” (And How We Plan to Make Money)

Join us in our bi-monthly market forum January 21st, 2016. The meeting will be @ BWCA’s Office, 324 W Superior Street, 1405 Medical Arts Building, Duluth MN 55802, from 5:15-6:30 p.m.

1. “Introduction”                                                                        Kevin M. Wilson

2. “Equity Market Correction Expected”                              Matthew T. Timpane

3. “Global Deflation Will Continue”                                      Kevin M. Wilson

4. “Bonds Will Outperform”                                                   Matthew T. Timpane

5. “Dollar Will Stop Rising”                                                    Kevin M. Wilson

6. “Value and Dividend Stocks Will Outperform”             Kevin M. Wilson

7. “Geopolitics Will Move the Markets”                               Kevin M. Wilson

8. “Q & A”                                                                                   KMW/MTT

 

Posted in Events