by Cliff Jarvis | Jun 7, 2022 | Economy, Investment Strategies, Trend Updates
Is inflation here to stay or just transitory? The answer will determine the direction of the stock markets, the bond markets, and the economy. The last several years have been traumatic. First was the COVID-19 pandemic. Our government ballooned the Federal Deficit...
by Cliff Jarvis | Apr 18, 2022 | Uncategorized
Since the Mortgage/Banking crisis in 2008, interest rates had been kept extraordinarily low. We were also fortunate to have low inflation for over a decade. However, now, in combating the massive economic dislocation of the COVID-19/lockdown, our government responded...
by Cliff Jarvis | Mar 16, 2022 | Economy, Investment Strategies
This month I am going to pause my usual presentation given the ongoing tragedy in Ukraine, the toll it may take on humanity, and the uncertainty that may lie in our immediate future. I believe that America will continue to prosper and over the long run the stock...
by Cliff Jarvis | Feb 18, 2022 | Economy, Investment Strategies, Trend Updates
2021 again was a year of mega-cap tech stocks showing some of the best return. Slowly, then suddenly in January, things changed. Big Tech started to crack. Value stocks started to wake up after a few years of underperformance and Energy stocks, after being mostly...
by Cliff Jarvis | Jan 26, 2022 | Economy
2021 was another year much like the last few. Mega Cap Growth stocks dominated with strong earnings amplified by their stock prices increasing faster than would be justified. In other words, the stock prices of Mega Cap Growth stocks continue to outperform their...
