by Cliff Jarvis | Dec 12, 2022 | Economy, Investment Strategies
Over the last several years everyone had to own the FAANG stocks (Facebook, Apple, Amazon, Netflix, & Goggle). They were the top holdings of Growth mutual funds. Then, near year’s end, the stock markets’ love affair with these stocks ended unexpectedly and...
by Cliff Jarvis | Nov 4, 2022 | Uncategorized
Our Federal Reserve raised the interest rate on the overnight rate that banks charge each other (Fed funds rate) by another .75%. The Fed has kept that rate near 0% for most of the last 10 years to support the economy after the 2008 banking crisis. Inflation remained...
by Cliff Jarvis | Sep 12, 2022 | Economy, Finding Confidence, Politics & the Economy, Trend Updates
The last 20 years have been an exceptional time for world economies. Globalization opened the world. Undeveloped nations gained global access to modernity (think China) and developed nations gained access to the necessary raw materials and more of underdeveloped...
by Cliff Jarvis | Aug 18, 2022 | Economy, Investment Strategies
We continue to share our observations with you. We hope you find them relevant in understanding the current investment climate. So far, 2022 has been a rough year for the stock and bond markets. As the year began, the Federal Reserve started raising its short-term...
by Cliff Jarvis | Jun 15, 2022 | Uncategorized
We continue to share a collection of charts with you that we hope you find relevant in understanding the current investment climate. Last year marked an impressive economic recovery from the COVID-19 pandemic and the resulting lockdowns. GDP grew at an annualized rate...
