Investment strategies are unique ways we can increase investment return or reduce the risk of loss.
*This post pertains specifically to “Magnificent 7” employees, and especially employees of Meta, MSFT, and NVIDIA. The concepts within, however, can apply to any employee who receives large amounts of equity compensation* Since the early days of the tech boom, it has been commonplace for employees to receive most of their compensation not as cash, […]
Following a relatively quiet June and a big stock rally during the first half of July, the last two weeks brought with them a return of normal stock market volatility. Sparking the most recent wave of selling, the Bureau of Labor Statistics’ August payrolls report missed expectations, with the economy only adding 114,000 jobs versus
Stock Market Update: Goodbye July, Hello (Normal) Market Volatility Read More »
Stock performance year-to-date has been a mixed bag with the vast majority of gains concentrated in mega-cap, domestic technology companies.. For example, the median year-to-date return for the largest 10 companies (using only the A-share class of Alphabet’s stock) in the S&P 500 is 30.4% as of July 1st. The median year-to-date return of the other 490 companies in the S&P 500 Index is a just 2.9%
2023 started with a bang. On the heels of a 4.25% increase in the federal funds rate in 2022, regional banks were hurting, leading to the failures of Silicon Valley, Signature, and First Republic. Congress got comparatively little done in 2023, with the biggest laws passed including one to temporarily suspend the federal debt limit
2024 Economic & Market Outlook: Congress Passes the Baton to the Fed as Inflation Eases Read More »
The US economy chugged along through the summer, with the sub-4% unemployment indicating little strain in the labor market and corporate earnings holding steady. The inflation rate has climbed since June from 3.1% to 3.7%, but considering the annual inflation rate for the US was at 8.9% last summer, there has been a lot of
2023 Year-End Outlook and the Grind Down to 2% Inflation Read More »