This Week’s Solari Report: Traditional Portfolio Strategy

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The Solari Report – 18 Dec 2008


It is difficult for me to express how upset I am with investors being misled by traditional portfolio strategy. Let me state for the record: there is no such thing as a diversified portfolio when most stocks and bonds represent companies or municipalities that are dependent on federal government funds. In addition, there is a difference between a traditional business cycle and a financial coup d’etat.

Finally, if the rule of law is not available to ensure functioning markets, all bets are off. There are some things that even zero percent interest rates and an infinite amount of loans from the Fed and the Treasury can’t solve.

I’ll be discussing this subject in greater detail on this week’s Solari Report: Thursday, Dec. 18 at 9PM EST.

Here are additional resources we’ll be looking at on this week’s call:

Money & Markets:
The Fall Of Bill Miller
Dodge & Cox
Bernard Madoff Arrested Over Alleged $50 Billion Fraud

Ask Catherine:
A subscriber has asked, “How much US debt is really outstanding?” We’ll talk about collateral and securities fraud and how it connects to two of this week’s biggest stories:
Bloomberg v. The Fed
Fed Cuts Interest Rate to Historic Low

Another subscriber was disappointed in President-elect Obama’s financial appointments and wanted to know why I’m not surprised:
Be the Change

Movers & Shakers:
Health problems are one of the most significant causes of financial problems. Given the change and uncertainty in our economy, you need your mind to be alert and clear and body strong in 2009. In this week’s “Movers and Shakers,” we will be talking with investigative reporter Jon Rappoport about the challenges posed by fluoride and chlorine in your water, why you should avoid vaccines, and the importance of keeping your immune system strong.

No More Fake News
Fluoride, Teeth, and the Atomic Bomb

Let’s Go to the Movies:
At last! I will be showing you what one of my favorite movies, Enemy of the State, can teach you about navigating in a world defined by economic warfare and corruption.

More resources discussed on the call:

Former WSJ Reporter: Illegal Naked Short Selling is Responsible for the Financial Crisis

Financial Expert Max Keiser on the Bailout

Dillon Read & Co. Inc. and the Aristocracy of Stock Profits

The Myth of the Rule of Law

The Missing Money

The Red Button Story
In the summer of 2000, I asked a group of 100 people at a conference of spiritually committed people who would push a red button if it would immediately stop all narcotics trafficking in their neighborhood, city, state and country. Out of 100 people, 99 said they would not push such red button. When surveyed, they said they did not want their mutual funds to go down if the U.S. financial system suddenly stopped attracting an estimated $500 billion-$1 trillion a year in global money laundering. They did not want their government checks jeopardized or their taxes raised because of resulting problems financing the federal government deficit. Our financial profiteering and complicity is not limited to aristocrats and the elites who do their bidding. Our financial dependency on unsustainable economics is broad, ingrained and deep.

Note: Solari Report subscribers can now listen to Catherine’s discussion of this topic via MP3 recording. You can subscribe monthly or annually here.

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