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 | 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 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 Michael Lecours, CFP | Mar 23, 2022 | Economy, Politics & the Economy, Trend Updates
The invasion of Ukraine is a crime against humanity, and a serious escalation in tensions between Russia, Europe, and the United States. It is causing immense suffering. Let’s hope and pray that diplomacy can end this crisis for all our sakes. So, what are some...
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...