Q: What is Disinflation?
A: Disinflation is commonly used by the Federal Reserve to describe a period of slowing inflation. Unlike Inflation and Deflation, which refers to the direction of prices, Disinflation refers to the rate of change of Inflation.
Q: What is Post Traumatic Duration Disorder?
A: PTDD: A term used by the McGowanGroup to describe the irrational impact on fixed income investment decisions after a period of rising interest rates. Typical symptoms include selling perfectly good portfolio positions at low points and failing to add to positions at bargain levels.
Q: What can recent earnings reports tell investors about the equity markets?
A: Stay tuned for the Networth Radio fast paced tour of the global financial markets!
Dow Jones Industrial Average (12/30/2022 – 04/14/2023)
– Courtesy of Bloomberg LP
iShares iBoxx High Yield Corporate Bond ETF (12/30/2022 – 04/14/2023)
– Courtesy of Bloomberg LP
AllianceBernstein Global High Income Fund, Inc. (04/21/1993 – 04/14/2023)
– Courtesy of Bloomberg LP
Pioneer Natural Resource Co. (12/30/2022 – 04/14/2023)
– Courtesy of Bloomberg LP
U.S. Dollar Spot Price & Generic Crude Oil Futures Spot Price (04/21/1993 – 04/14/2023)
– Courtesy of Bloomberg LP
Standard & Poor’s 500 Index – Quarterly Earnings Analysis by Sector (02/16/2023 – 05/15/2023)
– Courtesy of Bloomberg LP
Standard & Poor’s 500 Index – Quarterly Earnings Per Share with Projections (03/31/2018 – 12/31/2024)
– Courtesy of Standard & Poor’s & The McGowanGroup
Headline Round Up
*Consumer Price Index (CPI) at .1% and Producer Price Index (PPI) at -.5% Inflation for March!
*Last Federal Reserve Interest Rate Hike Possibly May 3, 2023?
*Exxon’s Preliminary Acquisition Discussion with Pioneer Natural Resources Signals Potential Shale Mergers and Acquisitions Wave.
*TotalEnergies SE Considering $5 Billion Bid for Neptune Energy Group, LTD.
*Russia Cuts More Oil Production Than Anticipated in March.
*Warren Buffett Makes Another $4.5 Billion Gain in Japan. Buffett increased holdings in five major Japanese trading houses in 2020 from 5% to 7.4% and is looking for more exposure to Japanese stocks.
*Undercover CEO: Dara Khosrowshahi Transforming Uber After Serving Clients as a Driver Himself.
*Real Estate Investment Trust (REIT) Recession? What areas might be affected?
*”Houston, We Have Problem” – Arbor Realty Trust Forecloses on 3200 Multifamily Units in Houston Owned by Applesway Investments!
*PC Shipment Recession? 1st Quarter 2023 Shipments Down 29%.
*CarMax, Inc. Shares Jump on Earnings Beat. Are low expectations the key to happiness?
*Proposed EPA Emissions Rule Attempts to Push Electric Vehicle (EV) Sales to Up to 60% of New Car Sales by 2032!
*Canadian Solar to Ramp Up Production Amid Surging Demand.
*Wind and Solar Power Generators Wait in Years Long Bureaucratic Lines.
*Factory Building at Record High After the Inflation Reduction Act.
Profit Report
-
Now that Inflation has declined and the looming Recession has failed to appear, what will the financial media hand investors us to worry about next?
-
The imminent demise of the dollar?
-
Potential U.S. Government shut down and default?
