◀ The Principal Blog

Posts from the ‘Retail Investors’ category

Views from the CIO: An Underappreciated Growth Story in Japan



I recently came back from a trip to Japan and I’m quite impressed with what I saw. I’m not just talking about the beautiful Tokyo fall scenery. I’m talking about the investment environment that is changing positively; albeit very slowly. Japan being in a “technical” recession as the GDP…

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Coming Soon: Inflating Wages and Higher Interest Rates



In October 2015, hourly earnings of all private employees increased at the quickest rate in over six years, rising at a 2.5% rate year-over-year. As the unemployment rate fell over the past two years, nearing the consensus, fully-employed 5% level, many economists and analysts (including myself)…

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