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Some of these articles first appeared on WeElectedYou.org. Below you’ll find hundreds of pages of text; if you’d like a little guidance on which newsletters to read, start with the Autumn 2007 issue, which stated that the great mortgage mess of 2008 was already unfolding, and Autumn 2008—after it had actually unfolded. Then open Summer and Autumn, 2010. If you’re still having fun, take a look at January and Summer, 2012.
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Previous Issues of Lumbard & Kellner Insight Newsletters
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2023
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January
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Caffeine and Candy - Stagflation - PBR - OCTODECUPLED - Defensive Stocks - Electric Demand - Overpriced - Electric Power Consumption - Bull - Gas - Where have all the workers gone?
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2022
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Autumn
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Patience - Stagflation - PBR - OCTODECUPLED - Defensive Stocks - Electric Demand - Overpriced - Electric Power Consumption - Bull - Gas - Where have all the workers gone?
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Spring
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HUBRIS - Divisiving - Gas Tax - Farmers - Japan - NOVEMDECUPLED - What’s Ahead - ESG - MDC Holdings - Free gas! - ‘Frayed Not
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January
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Riding the Tiger - Other Stuff - Novemdecupled - The Kings and Queens of Fiscal Drag - The 5,000 Nights of NAPA - 57 Years - Classical Gas - Central Planning - Circular Logic - Wealthy and Wise
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2021
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Autumn
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The Rising Tide - Octodecupled - EVs Are Coming! - But … Sell EV Stocks - Why do growth stocks lag when interest rates are rising? - Why does it grow? - Wages - Subsidies - Growth - Buy Life Insurance Stocks. Sell Health Insurance Stocks. - Caught in the Net
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Spring
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Bouncing Back - LNG - Don’t Sell Short - Thanks - Experiences - Methuselah In A Box - Too Popular! - Quindecuple - Express - The City Lives - Vaccines!
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January
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Bouncing Back - LNG - Don’t Sell Short - Thanks - Experiences - Methuselah In A Box - Too Popular! - Quindecuple - Express - The City Lives - Vaccines!
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2020
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Autumn
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Better Than Anybody Expected - Electrifying - Jay Conway, CFA - Floating Along - Cautious. - toogviroloog - Gratitude - GAOA for Gaia - Indonesia - Tredecupled - Compassion Causes Pain - The Special Deal
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Spring
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FOMO - Bargains - Big Dividends - Flash Frozen - Sensible Shoes - Changes Ahead - 5G - The Working Poor - Immunity - Craziness! - 'Burbs - The Magic Money Tree - India
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January
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We See A Thaw - The Wage Gap Is Narrowing - Mind Control - Insult - Trededcupe - The Proletariat
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2019
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Autumn
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Bigger Yields - Twattling - Google - Wages Are Soaring - The Perfect Politician - China - Sell Your Retail Stocks - What’s It Worth? - Wurst - The Goldilocks Economy - Financial Crisis
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Summer
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Lower Inflation, Faster Growth - 2019 Is The Year Of The Pig! - Investing In Weed - Water-rich - $ $ $ - Uberpricey - Euroskepticism - Taxes - Bipartisanship Blooms!
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January
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Fact or Fiction? - Mr. Market: Seer, Sadist, Purveyor of Fear and Loathing - Prophets and Profits - Trust - Recap - Venezuela - The Gusher - FEDEX - Hype
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What's it Worth? — Panic:
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The value of an antique car is set by the highest bidder... — The stock market returns in much of American history have been so good
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Investment Growth:
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If you save $10,000 in a Roth IRA, and keep all of it in the stock market through every crash and correction, after 45 years you might have $970,000.
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2018
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Autumn
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Factfulness - Innovation And Efficiency - Playing Us For Suckers - YouTube - Booming - “Made” In China - F-35 - China Rising - Farpotshket - Admirable
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Summer
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Highly Productive - Cash Is Burning Holes In The Pockets Of Investors - K9 Vittles - Keeping Cool - Costly - Artificial Intelligence - Recycling Is In Trouble! - Interest - Stock Roundup - Spending - Clean Air - Dispassion Is Best
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January
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Let The Good Times Roll - It’s Not Rare At All. - Free. Really! - Automation - Insecurity - Winners - Tax Reform - Duodecupled - You’ve Got Mail! From the KGB. - GEEEE
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2017
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Autumn
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Fairness - Unconditional Love - Jobs! - The New Rocket Men - North Korea - Rise Of The Robots - Invasion Of The Robotic Hedge Fund Manager - The Age Of Retirement - Seriously? - The Future Of Transportation - Tax Credits - $20,000,000,000,000
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Summer
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The Bubble Of 2018 - Insurance Is The Problem - And Now For The World And National News: - Amazon - China - U.S. Labor Force Participation Rate - Innovation - Mexico - Populism - Bargains - MetLife - The Good Life
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January
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Animal Spirits - Infrastructure - De-regulation - Share The Wealth - The Green Monster - Out Of Touch - The American Peace - Innumeracy - Serenity - Enron-esque Accounting
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2016
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Autumn
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Oh Happy Day - China Is OK! - Deepwater Wind - Most Entitlement Spending Goes to People Who Are Not Poor - Bubbles - The War On Poverty - Medicaid for the 1% - Overheard At A Café in Oregon - Upward Mobility
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Summer
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It’s A Bunny! - The Gift - Profit Is Not A Dirty Word - Don’t get your knickers in a twist! - Stock Roundup - Working-Class Blues - Boys Without Fathers - Negative Interest Rates? Really? - Island Dreams - Rates Rising - The Future of Energy
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January
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The Goldilocks Economy - Oh Yeah, That’s Painfully Weak - War And Peace - Stock Roundup - Gas-Guzzler Paradise - Insecurity - Cholesterol In The Arteries Of The Nation - The News From Europe
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2015
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Autumn
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A World Of Plenty - Take Courage! - The World Has Not Become A More Dangerous Place! - More Good Years Ahead - Commodity Carnage - Target Date Funds - Target Date Funds - The Bounty Of The Oceans - The Biggest Economic Problem In America - Clean Air!
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Summer
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Easy Money - Water Water Everywhere - Flying High - Eurosclerosis - The Toilet Paper Conspiracy - 25 Years - Don’t Be Evil - Kids's Corner - Buying 'em up - On The Grid - Entitlements - O, Canada - Life Is Good.
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January
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Voracious - Favorites - Populism and the Environment - Creative Destruction - Quadrillion! - The Sun Still Rises In The East - Global Populism, Global Debt - Hindsight / Foresight - Tax Time
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2014
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Autumn
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Infinite Possibilities - CYA - Demographics and Destiny - The Fed Is Your Friend - The Markets Are Not Rigged! - Grandstanding - Finely Tuned - The Price of Affection - Switzerland is stealing our lunch money!
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Summer
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Opportunity - Thoughtful Generosity - Bigotry - Your Children Will Be Wealthy - Truth Is Fairer Than Fiction - More Good News - This Week's Currency Trading Tips - Social Responsibility - Buy In June. Whistle A Happy . . . - Competitive Schools.
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Energy Insert
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Blowing Hot And Cold - Hybrid Vehicles
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January
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Happiness - How ‘Bout Some Good News In Health Care? - An Evolving Point of View . . . - All Is Well - Young In America - Nonsense! - DisAbility - Cooperation, Simplicity, Humility.
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2013
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Autumn
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Motown Blues - Octupled - Fairly Valued - Cost Effective and Impactful - A New Mexico - Red Tape - Big Oil - The Decline Of Men.
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Summer
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Happy Days Are Here Again - Beware of Bonds - Fair Winds - A Salute to El Presidente - The Pundit Wars - Too Big To Jail - The Obama Tax Cuts - Octupled - The Future of Manufacturing.
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January
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Land of the Setting Sun - You Gotta Believe - It Was A Very Good Year - Unstoppable - When More Is Less - The Madness of Crowds.
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2012
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Autumn
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Simplicity Rules - Stocks We Like - The Only Game In Town - Infrastricture - Sep(and a half)tupled - Real Estate Rising - Our Big Fat Greek . . . Congress - Leaders of The Future - Alexander Hamilton’s Two Cents - Continents of Incontinence.
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Summer
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Massively Disruptive Technological Change - Don’t Buy Bonds - Pent-up Demand - Petulance Across The Pond - Facebook: Get ‘Em While They’re Hot! - Omnibus Privacy Notice - How We Pick Stocks - The Fiscal Cliff.
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January
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The Most Prosperous Era In The History of the World - More Good News - The Case For A Bull Market In 2012 - No Drama - The State of European Welfare - Commodities.
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2011
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Autumn
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It's Déjà Vu All Over Again - Life Is A Beach - Jobs, Unleashed - Herman Von Rumpy - Fixing Social Security - Stocks We Like - A Latte, A Muffin, And A Million Dollars - Happy Days - Light At The End Of The Tunnel?
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Summer
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Getting The Economy Back On Track - Why Buy Stocks? - S*XTUPLED! - Supply Rising - The Market Outlook - What the Doctor Prescribes.
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February
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Hair of the Dog - Further Gains in 2011 - The Other Shoe - Value in Asia - S*XTUPLED! - Death and Taxes—and Some Upbeat News! - From the Letters Section of the Wall Street Journal - Incentives Rule! - A New Year’s Resolution of Thanksgiving.
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2010
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Autumn
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How `Bout A Little Optimism? - Medtronic - Good News - More Good News - Magic! - The Rest Of The Story - Breaking News: - Congratulations - 20 Years In Business - A Tale Of Two Cities States - How To Help The Economy (Without Hurting It).
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Summer
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Greece, Democracy, Debt, and Decline - 20 Years In Business - Let’s Make a Deal - Good News! - Integrity - Up From The Ground Come A Bubblin’ Crude - Human Nature.
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February
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Fleeing From The Safety Of Cash - A New Toy For Congress - Ask Singapore - Ill-Gotten Gains - 10/10/10 - Small Is Beautiful - Quintupled (And A Half) - Free At The Scooter Store! - Taking Back The Congress.
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2009
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Autumn
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Bumbling Banks - Rays of Sunshine - The Natural Truth - How To Smell A Rat - Blame the Ratings Agencies - No-Money-Down Subprime Mortgages, Revisited - Land of the Rising . . . . Debt - Still Falling. Better Performance than Warren Buffett. For Ten Years.
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Spring
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A Stimulus Program That Worked - Inflation, Deflation, and the Magic of Banking - In the last 10 years the S&P 500 declined 38%, from 1286 to 797. Our accounts appreciated more than 90%. - Lord Keynes Was Wrong - The Chance of a Lifetime - Loan Sharks In the Water - A New Bull Market? - The Capitalist Poor - The Fire Next Time - The 17% Solution - Speak Now, or Forever Hold Your Peace - Bureaucracy, Inefficiency, and the Most Expensive Health Care the World Has Ever Known.
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February
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Carpet Bombing With Cash - Looking Back At Recent Issues Of Insight - Buy Corporate Bonds - Quadrupled, Even Now - The Debt Bomb - The Madness Of Madoff - Borrowing And Spending - The Grass Is Not Always Greener... Life on the other side of the fence
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2008
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Autumn
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The Great Mortgage Mess of 2008 - Good News! - Boeing - Gridlock is Best - Pipeline of Plenty - See No Evil, Speak No Evil - Safety - More Good News
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Summer
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The Lessons of History - Forecasting Yesterday’s News - Taking Profits - Muddling Along - Bubbling Crude - It’s Your Money - How To Launch An Economic Recovery - We Don’t Need No Stinkin’ Oil
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Winter
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Looking Back - Bananas - Wealth and Leverage - Quadrupled ! - National Referendum - The 12,000-Year Record
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2007
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Autumn
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Ex Uberance - Easy Street - Buy Treasuries - Sell Junk - Upside Down - Predatory Lending - Back-woods Nuclear Power - Credit Crunch - Honesty is the Best Policy
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Summer
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Lipstick on the Pig - Risky Business - Another Bubble Deflates - A Sure-Thing - 100 to 1 Shot, Hedge Funds - Jumping from One Hot Mutual Fund to the Next - Guzzling
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Winter
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Power to the People - A Cleaner and Safer Future - PEPCO - How to Build Wealth, The Oil Glut - Small is Beautiful - Realty Check - Terror is for Pragmatists
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2006
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Autumn
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Buy Bonds - Health Corner - Sierra Pacific - Overbooking - Quadrupled! - Hidden Expenses - Bristol-Myers - A Glut of Oil - House Poor
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Summer
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The Bubble Bath – The Rising Euro – Ringing Up The Profits – Booking Profits in Beijing – Waterworld – A Fistful of Dollars – A Stronger World Economy
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Winter
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A Sea of Oil – Cars of the Future – Invest Overseas, More Junk—Less Time – Lose Weight and Quit Smoking! – Refi Madness – A Sea of Red Ink – Gone Phishin’
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2005
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Autumn
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Storm Clouds and Silver Linings – The 50-50 Principle – Classical Gas – Bottoms Up – The Financial Follies: Finding Fraud – Vaction Homes, Revisited
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Summer
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Passion – A House of Cards – The Perfect Investment – The Glass is Half Full! – Sports-Utility Stocks – The Worst Investment You’ll Ever Make – Spitzer Stocks
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Winter
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Bulldozers – The Real Estate Bubble – OTELCO, Bloat – Snake Oil – High on Finance—Crazed with Credit – Seven Surprises – You’re Fired!
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2004
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Autumn
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Energized – The Declining Dollar – Know Your Tax Bracket – When to Sell – The Golden Years – We Just Want To Pump You Up – Elder Boomers and more…
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Summer
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Diamonds In The Coal Bin – The Bubble Bath – Favorite Stocks – You’ll Never Go Broke Taking Profits – Boring Stocks Are Best – Hope – and more...
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Winter
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Seven Surprises Of 2004 – What To Buy Now – The Lowest Tax Rate You’ll See In Your Lifetime – Power To The Shareholders – Staying The Curse – Avoiding The Herd
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2003
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Autumn
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WYSIWYG – Sell High, Buy Low – Going Global – TECO – The New Tax Law: Rethinking Tax-Advantaged Accounts – Externalities – and more…
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Summer
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A Thousand Points Of Darkness – BELLWETHER CISCO – The Hunt For Value – Real Companies – The Great Grab-Bag Giveaway – and more…
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Winter
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Good Economy, Bad Market – Dividends Rule – Overseas Profits – Long-Term Investing – The World’s Biggest Tax Laws – and more…
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2002
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Autumn
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Say Goodnight To The Day Traders – Rare Books – Billions – High Yield – Money In Your Pocket – Health Care: A Growth Industry – and more…
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Winter
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What We Bought On September 17 – A Farewell To Materialism – Frightfully Helpfu – The Dollar – Pharmaceuticals On Sale – Strategic Reserves – What do you do now?
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