Are the Storm Clouds Darkening?

2022-05-25T15:23:22+00:00May 25th, 2022|Categories: INVESTMENT|

Executive Summary The Dow just finished its eighth consecutive down week, which has not happened since 1923. The Fed is sticking with their plan to fight inflation – even if the stock market suffers. Oil and gas are leading inflation with the record high national average gas [...]

Is Housing About to Hit the Perfect Storm?

2022-05-17T18:28:01+00:00May 17th, 2022|Categories: INVESTMENT|

Executive Summary Most people have noticed home prices have exploded due to extremely low mortgage rates post COVID along with low inventory levels. Inflation and mortgage rates have risen sharply; however, government stimulus has ended. Wages have not kept pace which means housing is very unaffordable (see [...]

Is it Time to Take Precautions?

2022-05-10T15:06:46+00:00May 10th, 2022|Categories: INVESTMENT|

Executive Summary Economist John Hussman recently stated speculative bubbles teach investors “dangerously incorrect lessons” that “stocks always recover.” Stock market indices have turned negative this year, and the dispersion of returns within are disturbing (second graph). The Buffet Indicator (third graph) shows much more room to fall [...]

Is a Recession on the Horizon?

2022-05-03T15:05:44+00:00May 3rd, 2022|Categories: INVESTMENT|

Executive Summary By now many have heard first quarter real GDP turned negative by 1.4%. In the second graph one can see net exports had the largest negative impact on GDP. Personal expenditures held steady, however may not do so in the second quarter as real disposable [...]