Straight Talk on Recession Risk – What We’re Seeing & Doing
In May we indicated we were not yet seeing signs of an economic recession developing. Six weeks later, the risk of an economic contraction is increasing.
Investment Strategy
Investment strategies are unique ways we can increase investment return or reduce the risk of loss.
Updates on the Economy, Stocks, Inflation, and Interest Rates
The stock market, as measured by the S&P 500, is currently down for its 8th week in a row, falling close to 20% year-to-date. The main reason for the decline is that investors are nervous about whether the economy is heading into a recession. Specifically, they are worried that the Federal Reserve, in its fight …
Updates on the Economy, Stocks, Inflation, and Interest Rates Read More »
April 2022 Economic Commentary: Geopolitical Conflict & Higher Interest Rates Galore
Those hoping the world would return to relative normalcy following the omicron variant’s peak in January were left disappointed, as Russia invaded Ukraine in February. In addition to stirring geopolitical tensions, the invasion strained global oil supplies, which added to the existing forces causing the highest inflation in forty years. Source: St. Louis Federal Reserve …
April 2022 Economic Commentary: Geopolitical Conflict & Higher Interest Rates Galore Read More »
Technical Stock Market Commentary – 1/31/2022
Once in a while one of my colleagues asks me to write a more technical market commentary for them. I created one last week discussing the recent market drawdown through January and what I expect to happen next. Enjoy! _________ On the heels of an already turbulent January for stocks, many were looking to the …
November 2021 Inflation Commentary – Prices Keep Rising! (Video)
The Bureau of Labor Statistics released their October report on inflation. They indicated that consumer prices over the last year have increased at the fastest rate since 1990. You can see my analysis, as well as my perspective on the winners and losers in inflationary environments, below: