by vwfinuser | Aug 7, 2023 | Uncategorized
In June 2022 (last year) the US hit a 40-year inflation high for the Consumer Price Index “CPI” +9.1%. It was caused in part by the overdose of easy monetary policy by the Federal Reserve “FED” & fiscal policy by Congress. Result = morphine money to treat a...
by vwfinuser | Jun 7, 2023 | Uncategorized
Zoom Out and focus on the current and not the ripples on top of the river. The Ripples: how the press/media and generally how most retail investors think and talk about the markets and the economy. Regional Banks have been destroyed or have required an emergency room...
by vwfinuser | Mar 24, 2023 | Uncategorized
2023 has continued to be volatile for the markets and the economy. Inflation continues to cool, and FED monetary policy is now breaking things. Despite the volatility, the financial markets for broader indexes are up; with the narrower DJIA 30 position index...
by vwfinuser | Jan 27, 2023 | Uncategorized
A New Year: Monetary Policy – a Federal Reserve reduction in rate hike pace coming to a full stop. Economic Conditions – remain resilient. Does the FED like this? Does the economy hit stall-speed? Inflation declining. Markets – bonds stabilizing, equities following...
by vwfinuser | Dec 1, 2022 | Uncategorized
Market Moment Thursday December 1, 2022 November has shown a shift that was encouraging to the financial markets. Fed Chair Powell spoke Wednesday at Brookings Institution and has not overtly changed his tone…. or has he? The same Fed Chair who had a completely...
