Blog Posts
Insights and Observations April 2023 Chartbook: Not Just About Inflation
The dramatic rise in interest rates caused havoc in the financial markets last year as inflation accelerated. Now, with interest rates much higher, everyone is wondering where they go from here. The focus is on inflation, but there is another driver keeping interest...
Insights and Observations March 2023 Chartbook: It Is Always Something
In response to the Financial Crisis in 2008, our Federal Reserve lowered their short-term target interest rate to near zero. They also began a program labeled Quantitative Easing (QE). QE means that the Fed started buying Treasury Bonds and Mortgage Securities in...
Insights and Observations February 2023 Chartbook: So Far This Year
2022 was a difficult year for both the stock market and the bond market. Fortunately, January started this year off on a positive note only to give back some of the gains in February. So here is where we are now (2/28/2023). *The S&P 500 is up 3.7%. * Our Federal...
Insights and Observations January 2023 Chartbook: A Case for Value Stocks
January was a surprising month. After a troubling 2022, the markets began this year with a jump. The S&P 500 was up 6.2%, and the NASDAQ up was up 10.7%. This was not something that was widely expected. Our modern economy is now constantly buffeted by fiscal,...
Insights and Observations December 2022 Chartbook: 2023, Back to Normal
2022 was not a good year for the markets. After years of inaction the Federal Reserve decided to normalize their short-term interest rate target, raising it from near 0% to over 4% in just one year. The Federal Reserve’s dramatic action, after years of inaction, hit...
Insights and Observations November 2022 Chartbook: Changing Times
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...
Insights and Observations October 2022 Chartbook: The Federal Reserve
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...
Insights and Observations – Times Change
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...
Insights and Observations – The Markets Rebound
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...
Insights and Observations May 2022 Chartbook: They Still Do Not Match
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...
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