|
October 3, 2022
The recurring theme throughout 2022 continues to be runaway inflation and the Federal Reserve’s inability to contain it. In late June equities staged a rally and interest rates fell on the assumption that inflation had peaked. Then came the July and August CPI (Consumer Price Index) reports. Both...
|
September 2, 2022
A few years ago, my wife tired of waiting for me to help her load a heavy ice chest and took matters into her own hands, much to her regret. You can guess how that turned out as she immediately felt a sharp pain in her lower back. After self-medicating for months and with little sleep, she sought...
|
August 10, 2022
While many investors are familiar with the overused cliché buy low – sell high, very few can practice it consistently and often buy high and sell low. Why is this? When the future looks bright, company share prices typically trade at higher valuations, and investors, believing the status quo will...
|
July 6, 2022
The May CPI (Consumer Price Index) report released June 10th, deflated expectations that inflation had peaked, revealing price increases not seen since 1981. Year-over-year CPI clocked in at 8.6%, above consensus forecasts, and Core CPI (excluding volatile food and energy) registered 6.0%. Month-...
|
June 16, 2022
In a span of less than six months, investors have seen the broad equity market (S&P 500) go from an all-time high to a decline of over 20%. For other indexes like the NASDAQ, which is heavily weighted in technology companies, declines have been even greater. More surprisingly to some...
|
May 17, 2022
If there is one constant when it comes to equity investing, it is volatility. Experienced investors know all too well that over the course of their investing career, they will see numerous declines in the value of their holdings. Some of the declines will be modest, drawing scant notice, but others...