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Newsletter For May 7, 2018
Weekly Report May 7, 2018 The Markets What in the world? A lot happened last week. Some of the notable events included: Trade talks between the United States and China. The talks were described as “frank, efficient, and constructive,” although significant issues have yet to be resolved. A Federal Open Market Committee meeting. The Federal […]
Newsletter for April 30, 2018
Weekly Report April 30, 2018 The Markets A meeting of the minds. The Federal Reserve and the U.S. bond market appear to be in agreement about the direction of interest rates. For more years than anyone cares to count, investment professionals have been predicting the end of the bull market in bonds. Bond guru Bill […]
Newsletter for April 16, 2018
Weekly Report April 16, 2018 The Markets What do you think? Are you bullish, bearish, or neutral about the U.S. stock market? Are U.S. stocks undervalued, overvalued, or fairly valued? What is the biggest threat the U.S. stock market faces this year? During the first four months of 2018, U.S. stocks have experienced not one, […]
Newsletter for March 26, 2018
Weekly Report March 26, 2018 The Markets Why am I saving and investing? After a week like last week, it’s an important question. There are many reasons people save and invest, including to: Live the life they want today and in the future Accumulate resources so they’re prepared for any bumps in the road Provide […]
Newsletter for March 20, 2018
Weekly Report March 19, 2018 The Markets It’s a good time for a gut check. Last week, after sliding lower for four days, the Standard & Poor’s 500 Index recouped some of its losses on Friday. The reasons behind the week’s poor showing were diverse. Barron’s reported: “The market is so discombobulated right now that […]
Newsletter for March 12, 2018
Weekly Report March 12, 2018 The Markets It’s a bird…It’s a plane…It’s a labor shortage! There is little doubt the Millennial generation has been reshaping our world. One of the most remarkable aspects of this demographic group is a preference for experiences over consumer goods. “Three out of four millennials would rather spend their money […]
Newsletter for February 26, 2018
Weekly Report February 26, 2018 The Markets U.S. Treasuries are offering a lesson in supply and demand. Last week, the U.S. Treasury auctioned $258 billion in bonds. Treasury auctions are the way the United States government finances its debt. The Treasury sells short-, intermediate-, and long-term IOUs, known as bills, notes, and bonds. When investors […]
Newsletter for February 19, 2018
Weekly Report February 19, 2018 The Markets As New York Fashion Week ended, inflation strutted its stuff. Ever since the Federal Reserve began raising the Fed funds rate in 2015, analysts have been anticipating higher inflation. The fact that price increases remained relatively small was a perplexing mystery. Then, last week, inflation increased faster than […]
Newsletter for February 5, 2018
Weekly Report February 5, 2018 The Markets It was not a good week for stocks. Last week, stock markets around the world lost value. In the United States, the Standard & Poor’s 500 Index (S&P 500), Dow Jones Industrial Index (Dow), and NASDAQ all finished lower. Some pundits have been drawing comparisons between the performance […]
Newsletter for January 31, 2018
Weekly Report January 29, 2018 The Markets The numbers are coming in. Publicly-traded companies report their earnings and sales numbers for the previous quarter in the current quarter. For example, fourth quarter’s sales and earnings are reported during the first quarter of the year, and first quarter’s sales and earnings will be reported during the […]