Building in the Worst Case?
Have the markets reached a peak in pessimism?
Was this week the bottom of the market pullback?
What did we learn about the aggressive Federal Reserve inflation plan this week?
What could the Fed minutes tell us about June and July?
How does defining the Fed plan potentially bring a relief rally?
Is inflation rising or falling?
What is likely a primary factor for inflation over the past 50 years?
Have there been there any updates on the Ukrainian war?
Was there any good news this week?
Who made new highs for the year this week?
What do the money flows and valuations tell us about allocation strategies?
Would you like to have your estate plan flow chart on a whiteboard?
Headline Round Up!
*Macy’s and Williams Sonoma Hit Home Runs!
*SNAP! Do Not Buy Companies that Lose Money.
*Fed to Raise by ½% June 15th and July 27th?
*Fed Reverse Repo Rate Rising Above T-Bills Reaching Record Cash.
*Economic Activity in Q1 was UP 6.5% BUT Inflation was Bigger. Not a true contraction?
*Dividend Stocks! Cash is King.
*Goldman Predicts Selling Will Stop When?
*Are Stocks Still Overvalued?
*New Home Sales Plummet. Steepest Drop Since 2003.
*Second Home Demand Drops Over 36%
*Mortgage Purchase Applications Huge Drop.
*Best Buy Reports Falling Sales.
*Good Day For Dell: Broadcom in Talks to Buy VMware.
*Package Pirates Chasing New Walmart Delivery Drones?
*Rivian Failing to Deliver EV’s?
*Sam Adams Launches THC Tea!
*NatGas Tops $9 Again. Triple utility bills?
*FERC Approves New Natgas Pipelines?
*Sempra Lands Germany LNG Bonanza Contract
*Banks Rush to Assure Texas They Love Oil and Gas.
*Global Energy Shortage!
Dow Jones Industrial Average (12/31/2021 – 05/27/2022)
– Courtesy of Bloomberg LP
Invesco QQQ Trust Series 1 (12/31/2021 – 05/27/2022)
– Courtesy of Bloomberg LP
Energy Select Sector SPDR Fund (12/31/2021 – 05/27/2022)
– Courtesy of Bloomberg LP
Generic Natural Gas Futures Contract Spot Price (12/31/2021 – 05/27/2022)
– Courtesy of Bloomberg LP
Bristol-Myers Squibb Co. (12/31/2021 – 05/27/2022)
– Courtesy of Bloomberg LP
Standard & Poor’s 500 Index Top 10 and Bottom 10 (05/27/2022)
– Courtesy of Bloomberg LP
US Natural Gas Henry Hub Futures (05/27/2022)
– Courtesy of Bloomberg LP
US Crude WTI Futures (05/27/2022)
– Courtesy of Bloomberg LP
Profit Report
What is a primary factor for inflation?
Regulation and Inflation from Nixon to Biden!
