Joseph Shaefer - Comments
Money manager with 40+ years experience / Geopolitical analyst
Contributor's Links: Stanford Wealth Management
Joseph L. Shaefer is the CEO and Chief Investment Officer of Stanford Wealth Management, LLC, a Registered Investment Advisor. Retired senior executive of Charles Schwab and Co. Retired (36 years) active and reserve military service -- six in special operations, the next 30 in the intelligence ...more
Latest Comments
What Special Forces Can Teach Us About Investing
9 years ago

Thank you! I'll try to keep the quality of articles high even though I may sometimes flag on the quantity.

What Special Forces Can Teach Us About Investing
9 years ago

Heavens,no, Ms Miller! Well, at least not both of them... I was too old to be in the first photo in Afghanistan, as I had already switched to the Air Force many years prior. The other is of a very (very!) young Captain rappel-training. Good eye... that one I must 'fess up to.

What Special Forces Can Teach Us About Investing
9 years ago

Thank you, sir! Of course, as the Chinese say as a possible curse, "May you live in interesting times!" ;>)

A Great Country, A Great ETF, And A Great Price!
9 years ago

Thank you, sir! I primarily write about Portfolio strategy and allocation because I believe that's the approach most lacking in most portfolios and most valuable, but every now and then one parti9cular component of that allocation is just too good not to discuss in greater depth!

In this article: NORW, TELNF
Is India The Next China?
9 years ago
MY THANKS TO ALL 5 OF THE ABOVE MEMBERS FOR YOUR PERSPECTIVE AND COMMENTS. None of us have a lock on the best thinking on any given subject and the give and take these forums present help all of us hone our thinking just that much better!
In this article: MINDX, INCO
Is India The Next China?
9 years ago

You raise a very important point. Any nation or culture that uses 100% of its brain power will do considerably better than nations that elect to use only 50%! Wherever women are consigned to 2nd-class status, that nation dooms itself to 2nd-class status. As women are equally well educated and given opportunity, "a thousand flowers will bloom" for that nation...

In this article: MINDX, INCO
Is India The Next China?
9 years ago

As I said in the article, because it skews the average age lower than it would be otherwise. Without counting the Muslim population, Europeans are actually older on average.

In this article: MINDX, INCO
Is India The Next China?
9 years ago

Thank you both for your comments. I agree that low cost outsourcing is too easily usurped an advantage and that India has some distance to cover to reach the highest global standards. I have not invested in India previously for the reasons stated in my 2nd paragraph. But I do see a change in India today -- and believe the time to initiate pilot positions is when the direction has changed even if the targeted outcome is still not in hand. I believe the direction has definitely changed!

In this article: MINDX, INCO
Is India The Next China?
9 years ago

You know, I've always been wary of investing where there is limited transparency and the wrong incentives to report rosy numbers, hence my unease with CHina -- now more than ever....

In this article: MINDX, INCO
Is India The Next China?
9 years ago

All good points, Mr. Tobias. An interesting side note -- most of my previous articles on the faltering of the Chinese economy have been met with "vehement" denials so incindiary one might almost think they came from the Chinese government itself....

In this article: MINDX, INCO
21 to 30 of 39 comments