What areas of the equity markets are down so far this year?
What sectors of the financial markets are up in 2022?
How can higher inflation change a financial plan and allocation strategy?
What are some reasonable portfolio solutions to inflation?
Do the Federal Reserve’s inflation-fighting measures result in a recession?
How can we get cash flow increases in our investment portfolios?
What is Duration risk?
What is Convexity?
How large should a discount be to justify a fixed income allocation in your portfolio?
Why did the equity markets rally in April?
Headline Round Up
*Sharp FAANG Bites: Netflix Implodes! Facebook Face Plants! Google, Amazon, and Apple “Smooshy”. What can the charts tell us?
*Bill Ackman Lost $430 Million on Netflix!
*U.S. Exporter Cheniere Puts on a High Tech Show as Natural Gas Spiked Over $7. What does it mean for the future?
*JPMorgan Says $185 Oil at Immediate EU Russia Ban.
*Oil Inventories 15% Below 5 Year Average.
*U.S. Dollar Hits Two Year High?
*Tesla Shares Near Break Even for 2022.
*Musk Defies Gravity Again with Twitter Funding.
*Yoga Pants for Everyone! Lululemon Plans to Double Sales by 2026.
*Looming Battery Shortage!
*Corn and Wheat Futures Prices Double! What about that ethanol mandate?
*30 Year Mortgage Rates Climb to 5.11%. Buying Power Reduced by 20% for Same Payment.
*Existing Home Sales 2 Year Low!
*Ft. Worth Based American Airlines Spikes Over 10% on Soaring Demand!
Dow Jones Industrial Average (04/22/2021 – 04/22/2022)
– Courtesy of Bloomberg LP
Commodity Research Bureau/ BLS Index (02/18/2020 – 04/21/2022)
– Courtesy of Bloomberg LP
Netflix, Inc., Meta Platforms, Inc., & Starbucks Corp. (04/22/2021 – 04/22/2022)
– Courtesy of Bloomberg LP
Energy Select Sector SPDR Fund (04/22/2021 – 04/22/2022)
– Courtesy of Bloomberg LP
Standard & Poor’s 500 Index & U.S. Consumer Price Index – Urban Consumers Year over Year, Non-Seasonally Adjusted (01/03/1978 – 12/31/1982)
– Courtesy of Bloomberg LP
Profit Report
*2025 Estate Tax Sunset? Trump Tax Cut Sunset?
*How much is a 1913 dollar worth? Answer: 3.4 cents!
*3.13% 109 year average inflation rate.
*Every 22 years buying power chopped in ½ on average.
*The Most Bizarre Tax Proposal So Far? Why is Mark to Market a recipe for disaster?
