The Flinchum File

Thoughtful Economic Analysis and Existential Opinions
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Welcome to The Flinchum File

I am an Accredited Investment Fiduciary at Bay Capital Advisors, an investment firm headquartered in Virginia Beach, VA. After retiring from Truist Bank, I started this firm to work more closely with a smaller number of clients, and it has been great! Our client load is about 25% of the national average.

Writing is not for the shy or the meek. It exposes a person’s mind and character. I hope you enjoy the view.

The opinions expressed in The Flinchum File are those of the writer, Jim Flinchum, and do not necessarily reflect those of Bay Capital Advisors, LLC

Enough Already !

Historically, the stock market rallies, following a presidential election, until the inauguration in January, when the dismal political reality arrives.  If Clinton had won the election, I suspect that rally would have been minor, as the market already expected her to win and had priced that into market prices.  If Trump won, I predicted the market would experience a sharp dip and a quick recovery.…

Need Sunglasses ?

It was President Harry Truman who famously begged for a “one-armed economist.”  He was desperate for economic advice that did not end with “on the other hand.”  He needed hard actionable advice, not polite intellectual advice.  I suspect he was seeking advice from academic economists, not business economists. Members of the National Association of Business Economics are used to giving actionable advice, and I have…

Weekend Worry Assignment

Some people are just wired to worry, and nothing worries them more than NOT knowing why they are worried.  Take a look at the recent U.S. economic data: 1.  The ISM data shows manufacturing, long thought dead, is actually “firming”.2.  Construction spending is also bouncing back.3.  Consumer Income, Consumer Confidence and Consumer Sentiment are all increasing.4.  Third quarter GDP growth was a surprisingly solid, robust…

The Joy of Stimulus

The Organization of Economic Cooperation and Development (OECD) was not created for the sole purpose of criticizing the United States.  It just seems that way. It is an outgrowth from the Marshall Plan, which oversaw the allocation of American aid to rebuild Europe.  Based in Paris, it was officially established in 1961 with 35 member-nations to “compare policies.”  It has traditionally painted a picture of…

Emotional Void

It was early in 1960, when I was a boy, that I recall studying the photographs in the now-defunct Life magazine about the dashing young lawyer named Fidel Castro, who ousted a corrupt dictator named Batista.  My father told me that the corrupt dictator was taking from the poor and giving to the rich.  In later years, as an economist, I learned that such a problem…

Financing Stimulus

With the stock market in record high territory, you can guess the most common question:  Is it time to sell?  No, the stock market is high, but it is not nose-bleed high.  While the charts for the Dow, S&P, and Russell are all similar, the chart for the Nasdaq is easier to see.  Take a look at it: You can see it has fluctuated within…

Long-Running Debate

One of the longest running debates in the investment community is whether passive investing is “better” than active investing.  Passive investing involves trying to match a stock market index, such as the S&P 500 or the Nasdaq.  Examples would be exchange-traded funds (ETFs) such as SPY or QQQ.  Active investing tries to do better than the index.  Examples are most mutual funds.  ETFs are also…

The Power of Positivity

Many of us were raised in austere, utilitarian households, where frivolity was discouraged.  Your life should also be austere and utilitarian.  There was little need for others in your life, aside from the obviously utilitarian value of procreation.   Hermits were respected. Education also isolated us from each other by increasing our cynicism, especially the “scientific method.”  Words are not to be trusted, because they…

“Smartest” Expectations

The “Smartest People on Wall Street” were also surprised by the Trump election but have recovered enough to issue ten themes or expectations that might inform your investing decisions: “Expected returns: Only slightly higher.”  (Probably!) “US fiscal policy: A pro-growth agenda.”  (Only in the short-term  . . ) “US trade policy: Concerns are likely overdone.” (Probably!) “EM risk: ‘Trump tantrum’ is temporary.”  (EM = Emerging…

Historical Clue

We tend to confuse normal business cycles with rallies.  A business cycle reflects the expansionary and recessionary phases of the economy, usually in the neighborhood of four-to-six years.  A rally refers to a recovering stock market (which should not be confused with economy) that occurs after a 30% decline in stock prices.  In the last 116 years, we have seen thirteen rallies, averaging about nine…

MP = EPS X PE

The Market Price (MP) of a stock is equal to Earnings-Per-Share (EPS) times the Price-Earnings (PE) ratio. Conservative pundit and serious Supply-sider Larry Kudlow is fond of saying that “corporate earnings is the Mother’s milk of stock prices.”  As corporate earnings increase, market prices should logically increase.  (EPS is nothing more than the corporate earnings divided by the number of shares of stock.) A year…

Change or Anti-change

Aleksandr Dugin is a Russian political scientist and has been given credit/blame for convincing Putin to invade the Ukraine.  Indeed, he has been called “Putin’s Brain” by the highly-respected Foreign Affairs.  Born in 1962, his father was a lawyer and senior military intelligence officer, while his mother was a doctor.  Dugin eventually earned a PhD and taught at Moscow State University, until he was fired…

Prediction Post-Mortem

As is normal, I’ve been getting some ribbing about my election forecast that an unexpected Trump victory would cause the Dow to drop 500 points before rebounding in a week.  This prediction was informed by the Brexit election in late June, where the pundits were wrong, and the FTSE tanked, only to be normal a week later. What happened here is that the U.S. pundits…

Over-reacting to a Reaction ?

How can the stock market have a strong Clinton rally, followed by a strong Trump rally? One explanation of stock market behavior is uncertainty.  When the market thought Clinton would win, uncertainty decreased, driving up the market.  But, didn’t uncertainty increase with a Trump victory?  Maybe not? Another explanation is the “true-believer” argument, i.e., that Republicans are rushing to put their money back into the…

The Morning After . . .

I confess to believing that Clinton would win the election.  So did Wall Street!  The bloody aftermath today proves that.  Readers will remember that I predicted, in the unlikely event of a Trump win,  an immediate 500 point drop in the Dow, followed by a Brexit-like recovery in a week or two.  I still believe that the stock market will recover from this in a…

Celebration of Hyperbole

Next Tuesday, I’ll vote in a presidential election for the 13th time.  In every single election, it was described as the most important election in American history.  Yet, after every single election, America survived. In every single election, my family has advised me that my vote should be for the “lessor of two evils.”  In other words, there has never been a worthy candidate.  Still,…

Get Out !!

Some people get songs in their head and hear those songs constantly.  Some thoughts get caught in my head, and I wish I could get them out. For example, Turkish President Erdogan said “democracy is like a street car – when you get to your stop, you get off.”  What does that mean?  Where is your stop?  What is post-democracy? The senior Republican senator from…

Get It Over With !

It’s not nice to fool Mother Nature . . . nor the stock market, which hates uncertainty. I’ve written that the stock market has believed that Clinton would win the election since late Springtime.  In fact, I predicted a 500-point drop in the Dow the next day, if Trump pulled-off an unexpected win.  During that time (except for the Brexit Bear in late June), the…

Big Trouble in Big D ?

Back during the 1980’s, I was a vice president with New York-based Citicorp, primarily lending for large commercial construction projects in Texas, whose economy was booming at the time.  I’m proud to have financed construction of the iconic Infomart with $92 million of strip-funded eurodollars (see pic), as well as the very first Wyndam Hotel.  There was so much construction that we joked the official…

Pesky Little Devils

I wish it wasn’t so hard to get the cork back into champagne bottles!  After release of the latest report on GDP growth in the third quarter (Q3), showing it grew at an annual rate of 2.9% instead of the expected 2.5%, I was ready to pop the cork and celebrate. Unfortunately, there were two devils in the details.  First, exports were stronger than expected.…

Enough = Enough

Did anybody notice that, while the stock market is leaking, the dollar has gained 2.6% so far this month?  This reflects market confidence that the Fed will raise interest rates in December.  But, it comes on top of a 36% appreciation since 2011.  The dollar has gotten too strong and presents a major headwind to US businesses trying to sell their goods abroad.  For the…

Guilt + Disappointment = Suicide

Everybody is aware that suicide is a major problem among veterans, averaging 20 dead veterans every day.  (A terrorist bomb killing 20 Americans every day would not be tolerated.)  Veterans are only 8.5% of the population but are 18% of total suicides. A new study by the Veterans Administration showed something else:  60% of all suicides are age 50 or older. We think of vets…

A Difference Without A Meaning?

An unscientific survey by my untrained ear suggests there may be a nuanced difference in the adjectives that Republicans and Democrats use to describe each other. Democrats describe Republicans as “stupid” or “Neanderthal,” while Republicans describe Democrats as “bad” or “evil.”  Which is worse – stupid or bad? If racial diversity is a virtue, why isn’t political diversity also a virtue?

For Your Listening Pleasure

We interrupt this nauseating presidential campaign to bring you this breaking news: There is a big world out there! In Iraq, the battle to retake Mosul is underway, with 100 thousand Arab soldiers rooting out 5 thousand ISIS members inside Mosul, the scene of the first dramatic victory by ISIS.  This suggests that Obama’s strategy of making Arabs fight ISIS was a good strategy. In…

Incentive To Binge

Discussion of most economic issues usually come from one of the three primary schools of economics, i.e. Classical or Austrian, Keynesian, or Supply-side.  But, the divide changes when discussing whether the Fed should be raising interest rates.  Austrian economists would want the budget balanced every year and would see an increase in interest expense as a threat.  Keynesian economists want the budget balanced over an…

The Lehman Line

Readers know I’ve been worried that the next “Lehman Moment” or Black Swan event, triggering a financial collapse, was more likely to come from Deutsche Bank (DB) than any other company in the current environment, and I have been watching it closely. You’ll recall this company is the largest bank in Europe, with a net worth of about $16 billion, who got fined $14 billion…

Client Service !!

I’m proud of my wife! We have an 86-year-widow who has been our client over twenty years.  This lady has enjoyed remarkable health and has never had any surgery.  Finally, she needed dental surgery and had some understandable anxiety about this.  My wife volunteered to stay with her the night before, to drive her to the surgery, wait for her, and spend the second night…

Better To Know or . . . Not

Different people like to use their financial planner in different ways.  Some see us a family CFO and consult with us regularly, which is our preferred role.  Other people see us as investment managers.  Still others see us as estate planners.  Some see us as budgeting experts.  We wear many hats, indeed! One of our least appreciated roles is that of monitor – to be…

Losing Like A Man ??

Former P.O.W. John McCain has long been one of my political heroes.  When he was trashed last year by Donald Trump, I wrote that Trump was just another egocentric egomaniac and unworthy of consideration.  Don’t forget — when McCain lost to Obama, McCain never whined that the election was rigged — because his love of country exceeded his personal ambition. Al Gore became a political…

The Boglelization of America

I love Jack Bogle, and I love Harry Markowitz too . . . but I fear Kool-Aid drinkers. Jack Bogle is the legendary founder of the Vanguard Group and father of many, many long cost mutual funds and exchange traded funds.  He is famous for minimizing fund expenses.  He is also famous to telling investors to “buy and hold” their investments, without regard to business…

More Scary Than Halloween ?

My regular quarterly column will be published by Inside Business this weekend.  In it, I remind readers how much the stock market hates surprises, including presidential elections.  Being “the brightest kid in the class,” the stock market concluded months ago that Clinton would win. The point in my column is that I expect a dramatic fall in stock prices if Trump wins, but that it will…