It’s the end of the first quarter so I want to provide you with an economic and portfolio update. We have been tracking Quad 2 (see chart above) since the fourth quarter of 2020. Quad 2 is when growth and inflation are accelerating. In this economic regime we want...
If you have retirement savings, then you better have a risk management process for not losing it. Anyone who has a portion of their money invested in an international stock mutual fund with exposure to countries such as China, Germany, South Korea, Italy, Brazil,...
What’s Next? It’s official. We’re now 107 months into this economic expansion without a recession since 2009. It’s the second-longest ever. What next? The US economy has had seven straight quarters of rising economic growth. As we look...
The week of February 5th saw a sudden rise in volatility and a 10% decline in prices from the all-time high on January 26th. This sudden shift in market behavior caught many off guard. Well, of course it did! Everyone had grown accustomed to fourteen months of...
The chorus of economists and stock market pundits claiming a bear market is imminent continues to increase. In recent weeks prominent mutual fund managers have joined in claiming that everything from stocks, bonds and real estate are “overvalued.” Two weeks ago...
