Category: Uncategorized

Earnings season is in full swing, the Bank of Canada is the first to slow down QE, and I assess the investment impact of Biden's proposal to increase the capital gains rate.

It is earnings season, economic data is great, and my take on cryptocurrencies. Here is What I Care About This Week.

Inflation and retail sales figures post this week, Biden's infrastructure plan has some hurdles, and some thoughts on China's economic ascendance.

Confidence in the recovery rises, the Fed and Washington are still the most important factor to watch, what goals-based investing is, and how should we think about inflation. Here is what I care about this week.

The largest margin call in history, the Fed keeps singing the same tune, and what do we do with peak population? Here is What I Care About This Week.

by Franklin J. Parker, CFA The Summary The FOMC meeting last week reaffirmed the commitment of the Federal Reserve to keep short-term interest rates low and asset purchases going, which is exactly what was expected. In addition, Powell advised markets…

Read More What I Care About This Week | 2021 March 22

How did markets behave the last time taxes were raised?

The Summary The roller-coaster ride continued last week as investors digested higher rates, a commitment from the Fed to keep easy money flowing, and no commitment from the Fed to arrest the rise in rates. It is widely believed that…

Read More What I Care About This Week | 2021 March 8

Inflation worries have pushed markets around, and this week sees important data on economic fundamentals. I'm most interested in the failure of diversification and how to protect portfolios.

Everyone is worried about inflation all of a sudden. Though a risk, here is why I don't see inflation running away just yet.