Oh, What to Do?
What are strong choices for Investment Allocations based upon prior and current inflation cycles?
What Investment Allocation strategies were successful in the 1970’s?
What can we learn from the most recent Tech Sector correction? Adobe, Inc. (ADBE), Meta Platforms, Inc. (FB), Zoom Video Communications, Inc. (ZM) and others?
What is a gradual investment harvesting strategy?
What are some of the updated forecasts for economic growth and inflation?
What is Disinflation?
What is the current economic situation inside Russia?
Who potentially benefits from shortages created inside Russia?
What are some the best examples of retirement portfolios for affluent families?
Headline Round Up
*Lowest U.S. Unemployment Claims in History by Far!
*Airlines Demand End to Mask Mandates! International Carriers, British Airways and Virgin Atlantic, Already Unmasked.
*Mortgage Rates Have Spiked to Over 4%! 20% Less Buying Power for Borrowers?
*Fed Governor Christopher Waller can’t afford a house in Washington D.C.?
*Millennial Generation Priced Out of Home Dream?
*Commodity Markets “Fast and Loose.” Where’s the Peak?
*Russian Depression! 15 Years of Progress Wiped Out by 2023!
*Bloomberg Blames Investors for Higher Oil and Gas Prices?
*Central Bank Tightening Results in $2.6 Trillion in Global Bond Index.
*2 Year Treasury Bonds Paying Over 2%! Flat curve at recession debate & is that a valid thesis?
*DFW #1 Real Estate Market in the U.S.?
*Oil Stocks as a Financial Market Hedge? What is negative correlation?
*Occidental Plans 70 Carbon Capture Plants by 2035?
*Exxon Taking Surplus Gas to Mine Bitcoin?
*Koch Industries Loves Batteries!
*Tech Billionaires Funding Nuclear Start Ups.
*Nickel Down from $100k per Ton to $37K. Disinflation?
*Adobe, Inc. Chills.
Dow Jones Industrial Average (03/25/2021 – 03/25/2022)
– Courtesy of Bloomberg LP
Cheniere Energy Partners LP (03/25/2021 – 03/25/2022)
– Courtesy of Bloomberg LP
Standard & Poor’s 500 Index & U.S. Consumer Price Index – Urban Consumers, Year over Year, Non-Seasonally Adjusted (01/01/1978 – 12/31/1982)
– Courtesy of Bloomberg LP
Adobe, Inc., Meta Platforms, Inc., & Zoom Video Communications, Inc. (03/25/2021 – 03/25/2022)
– Courtesy of Bloomberg LP
Generic Crude Oil Contract Spot Price (03/25/2021 – 03/25/2022)
– Courtesy of Bloomberg LP
Generic Crude Oil Futures Contract Spot Prices (May 2022 – October 2024)
– Courtesy of Bloomberg LP
Profit Report
What is wrong with the Yield Curve Inversion = Recession premise? 1965? 1984? 1994?
