Comparing Inflation 1960 to 2023
In our post, Fed Pause, Demographics and Inflation we showed the chart below that showed how millenials and gen z are now a huge demographic coming into family formation and…
Market Update: Oct 2023 SPY, QQQ, XHB Crash Comparisons
The 10 Year Treasury breached 5 percent this week. There is an escalating war in the middle east and mortgage rates hit 8 percent so what better time than to…
Market Update: Sep 2023 SPY, QQQ, XHB Crash Comparisons
It’s time to check in with our SPY, QQQ and XHB crash comparisons. first up SPY: SPY is starting to crack again with a downtrend for most of September. The…
Health Insurance Costs to Grow 6.5 percent?
The Wall Street Journal had an exclusive article today regarding health insurance costs projecting to increase by 6.5 percent based on data from Willis Tower Watson. The article cites the…
The Best Investment Now, T-Bills
The best investment right now for a variety of reasons seems to be short term T-bills. With all T-bills at a year or under paying above 5 percent interest rate…
Our Bond Investment Strategy
We’ve been taking a look at the bond yields and they are getting very attractive so we decided to chart TLT and take a historical look at yields and the…
The Best Investment Right Now Is Short Term T-Bills
Jerome Powell testified before Congress today and while he had a lot to say the key problem is that inflation continues to rage on throughout the economy. Ultimately, JPOW said…
BLS: December CPI
The BLS released their December Consumer Price Index and the data shows some progress but problems still persist. Let’s take a look: The Consumer Price Index for All Urban Consumers…
17-Week T-Bill 4.57 Percent
For 2023, our investment strategy has changed slightly. Given the Fed’s December meeting minutes indicated the Fed has no intention of lowering interest rates in 2023, we feel it prudent…
London Has Fallen, Paris Has Risen
We came across an interesting article from The Independent which states that Paris is now Europe’s largest stock exchange. London has fallen from first place. Britain has lost its position…