July 22, 2021
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July 6, 2021
Inflation Outlook Is Key in the Second Half of 2021
The crucial area for investors over the next six months will be inflation-related data in my opinion. Historically, wage growth is a key inflationary component.
June 24, 2021
Protect Your Portfolio From Fed Policy Surprises
In a shift, Fed officials now expect to raise interest rates by late 2023, sooner than the signaled in March, thanks to a rapid US economic recovery and rising inflationary pressure.
June 3, 2021
Sizing Up the Market as We Head into Summer
If you size up this stock market, the Dow Jones Industrial Average (INDU) is up 12.9%, while the S&P 500 Index (SPX) has advanced 11.8% and the Nasdaq Composite Index is up about 6.6% year-to-date as of June 1.
May 27, 2021
Why the Media Landscape is Shifting
Last week, AT&T Inc. agreed to spin off its media operations with Discovery Inc, in a deal valued at about $130 billion.
May 17, 2021
What the Jobs Number Miss Really Means
A number is an important datapoint that shows you the relative standing of x in relationship to as many variables as you want. Let’s consider the disappointing April jobs report last week.
April 27, 2021
What Biden’s Tax Proposals Miss
Earlier this month, the market took a hit on reports that the Biden Administration will propose raising capital gains tax rates to 39.6% for people earning over $1 million dollars a year.
April 13, 2021
Archegos and the Tale of Two Banks
Over the last few weeks, as the financial world learned about the blow up at Archegos, the bread crumbs have been followed to the banks which financed the hedge fund.
April 7, 2021
Archegos Meltdown Reveals Leverage Risk
Then like other famous blow-ups such as Long Term Capital Management and Lehman Brothers, too much leverage led to a downfall. Archegos had too much debt relative to its equity.
March 30, 2021
Why You Should Max Out on Your 401(K) Plan
In 2021, you can contribute $19,500 to a 401(k) plan — or $26,000 if you’re 50 or older. But for most savers, that isn’t easy to do unless you really plan it out.
March 23, 2021
Why Investor Trust Is A Scarce Commodity
We live in a society where very few traditional institutions enjoy a great level of trust in my view. In the financial world, nearly every major institution is viewed suspiciously, and for good reason in my opinion.
March 15, 2021
A Quick Tax Guide for Stock Gains
2020, for all of its chaos and upheaval, ended up being a fantastic year for many investors, and particularly first-time investors. But now that we’ve entered tax season, a great many of them are finding that they have to pay taxes on the wild gains from their stocks.
March 8, 2021
As Vaccines Arrive, There’s A Whiff of Inflation In The Air
With an increase in vaccinations taking place, the newly approved Johnson & Johnson (JNJ) vaccine should help supply expand and distribution pick up even more over the next few months in my view.
February 26, 2021
When Market Swoons Can Be Buying Opportunities
As some of you may have experienced, owning the stock of a company that misses an earnings number results in a dropping stock price.
February 17, 2021
Staying Zen When Stock Prices Wobble
Why do so many investors sell, and then lose money on the asset, only to discover that if they would have waited, the price of the asset would have recovered?
February 2, 2021
Stay Diversified in an Uncertain Covid World
From a market perspective, as investors see improvement on the Covid front, in my view, investor sentiment will change.
January 13, 2021
Small Caps Soar on January 12 as Mega Caps Struggle
November 2, 2020
It Will Either Be A Miracle or Manic Monday For Stock On November 2
October 29, 2020
The Bears May Be Back In Charge As Stocks Struggle On October 29
October 27, 2020
Stocks Will Try To Advance On October 27
October 26, 2020
Europe Is Dragging US Stocks Lower On October 26
October 20, 2020
When to Take Social Security Benefits
The precise Social Security benefit you will be entitled to will vary based on a number of factors such as years worked, income level, etc.
October 20, 2020
Stocks Are Rebounding On October 20, A Stimulus Hope Return
October 16, 2020
Stocks Are Ready To Jump On Fabulous Friday
October 15, 2020
Stocks Are Heading Lower On October 15, But Trends Remain Higher
October 12, 2020
Stocks Are Rising On October 12 As Hopes For Stimulus Grow
October 7, 2020
Sizing Up Election-Year Selloff Risk
The pattern in election years is in line with the normal seasonal patterns. You’re heard the old maxim to “sell in May and go away.” Stocks tend to perform best during the six-month stretch between November and April and tend to really underperform during the May to October stretch.
October 6, 2020
