RECENT COMMENTARY

Thursday, August 26, 2010: 2:15 P.M:

Dow closes below 10,000

Tomorrow’s GDP revision will likely show growth for the U.S. economy for the second quarter grew at only a little above 1% instead of the 2.4% annualized rate initially reported last month.  That will indicate the the economy is slowing and is likely already in a double-dip recession as I write this.  I believe we will see, when we get the GDP number for the third quarter, that we are, in fact, already in recession, or very close to it....

RECENT RESEARCH

Updated MPAM Model Growth Portfolio (as of 3/31/10)

Santa Barbara News Press Article: An Historic Opportunity!

(I wrote this article, which was published on February 28, 2009, the Saturday before the stock market hit its intraday low of 666 (S&P 500), and the 60%+ jump we have witnessed since.)

Strategy Update

9-10-09

Let's be practical: We will all be dead long before we stop using oil (.pdf)

1Q09 Recap / 2Q09 Preview

First Quarter 2009 Newsletter: 2008 Recap - 2009 Preview

The Case for the Greatest Bull Market in History

The Case for $20 per Barrel Oil

What's wrong with asset allocation today? (.pdf)

'Where is the investment management industry headed, and why should you care?' (.pdf)

MORE RESEARCH

STRATEGY & MEDIA

DON'T MISS THE UPCOMING BUSINESS PLAN WRITING AND FUNDING WORKSHOP!

402 E. Gutierrez, (SB Tech Center); September 1st at 6 P.M.

Call for moe info: 805.898.1400

Link to my June 8, 2010 "Community Alert" interview with Mike Williams and Ted Adams on AM 1290

(Interview Link)

VENTURE FUNDING & DEVELOPMENT SEMINAR BOOKLET

FIXED INCOME SEMINAR PRESENTATION

INVESTMENT MANAGEMENT SEMINAR BOOKLET

ASSET ALLOCATION SEMINAR BOOKLET

Paul Graziano Advanced Financial Planning Interview on KZSB radio AM 1290; Wednesday, March 5, 2008 (.mp3)

KZSB Radio AM 1290 Financial Planning Discussion 2-20-2008 (.wma)

Tim Marquez Interview January 28, 2008 (.wma)

'TEN QUESTIONS YOUR FINANCIAL ADVISOR HOPES YOU NEVER ASK' (.pdf)

Craig Allen, Founder and President of MPAM recognized in the Who's Who in Banking & Finance Edition of the Pacific Coast Business Times