Since the intraday high last Thursday through Thursday morning of this week, the S&P 500 declined by about 7%. The reasons cited for the sell-off are Russia/Ukraine war, inflation, interest...
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First quarter 2022 earnings season has begun. In the first days of earnings season, most major banks report. We learned from JPMorgan Chase, Wells Fargo, Bank of America, Citigroup etc....
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The Consumer Price Index (CPI, inflation measure) was up 8.5% year-over-year, the largest 12 month increase since 1981. The Producer Price Index (PPI, inflation measure) was up 11.2% year-over-year, the...
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If you thought investing in stocks during this turbulent time was difficult, try bonds. Making money in bond portfolios during a period of rising interest rates is a significant investment...
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The Federal Reserve is expected to raise the overnight lending rate between banks (Fed Funds interest rate) at least seven times this year from about 0% to about 1.75%. The...
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It is often easier to see financial speculation when assets are being sold rather than bought. The 80% 2000-2002 tech bubble collapse and 2008-2009 housing market demise are examples of...
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In the mid-1980s, Mikhail Gorbachev began speaking out against the Soviet Union’s inefficient economic system. By 1988, Russia announced it would hold its first truly democratic elections since 1917. Perestroika...
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Last year, Russia was the second largest producer of oil behind the United States. One 42-gallon barrel of oil creates 19.4 gallons of gasoline. The rest (over half) is used...
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The world of 2022 is highly connected via media/Internet and commerce. A ground war cannot be executed in isolation. Russia may be taking ground in Ukraine, but in many other...
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Russia has invaded Ukraine. This creates uncertainty. Elevated uncertainty causes the equity risk premium to rise and stock valuations to decline. As stock investors, we need some basis for evaluating...
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