Table of Contents

“Begin Anywhere” ~ John Cage I. Home Table of Contents Introduction Solari Core Concepts Best Books for 2018 Vision 2020 Solari Wrap Up Library II. Pension Funds: Does Your Pension Fund Have a Deep State Drain? The State of Our Pension Funds Bibliography III. 2018: Get Ready, Get Ready, Get Ready! Scenario #1: Popsicle Index…

Solari Core Concepts

As you read or listen to the 2017 Annual Wrap Up 2017, you will find references to a number of concepts we regularly discuss at the Solari Report. These include stories such as The Red Button or phrases such as Mr. Global (our nickname for the committee, or powers, that govern the allocation and ownership…

Pension Funds

“The people who did the collateralized mortgage obligations, sold them to pension funds, then sold them short, then bought credit default swap insurance on them, are just amazing. They are a law unto themselves.” ~ Ben Stein “Imagine if the pension funds and endowments that own much of the equity in our financial services companies…

2018: Get Ready, Get Ready, Get Ready!

The secret of change is to focus all of your energy, not on fighting the old, but on building the new. ~ Socrates Every year, I develop four scenarios for the future designed to assist Solari subscribers in their strategic and investment allocation planning for the coming year. During 2016, we produced a Solari Report…

And the Winners Are…

“Excellence is not a skill, it’s an attitude.” ~ Ralph Marston Hero of the Year Documentary of the Year Movie of the Year Let’s Go to the Movies Donations

Financial Markets

“The general pattern described so far is entirely compatible with increased monopoly power for US corporations. Put this way, if they had materially more monopoly power, we would expect to see exactly what we do see: higher profit margins; increased reluctance to expand capacity; slight reductions in GDP growth and productivity; pressure on wages, unions, and…