March 29: Looks like Joe Biden intends for V. Putin to stay in power indefinitely. This will help drag out the Ukrainian war disaster. Of course, Ukrainian President Zelenskyy still needs to acquire more leverage (i.e., more Russian body bags) for effective negotiations with Putin. All this will take time. For the time being, the… Continue reading March Stock and Fund Picks
Stocks/Funds and State of the Economy
February 16: State of the Economy Two things drive long-run interest rates: Inflation and economic growth. Some inflation is on the supply-side and those bottle-necks should continue to abate. Inflation due to too much consumer demand can be effected by the Fed through monetary tightening and raising short-term interest rates (the discount rate). But, by… Continue reading Stocks/Funds and State of the Economy
January Stock and Fund Picks
January 20: Sooner or later all good things, even overdue pull backs and corrections, must come to an end. By now those trading on the emotion of “fear” about alleged interest rate increases will have capitulated and sold near the bottom. Naturally, they will buy back in near a top. Then they will vote for… Continue reading January Stock and Fund Picks
December Stock and Fund Picks
December 21: Winter is now here. More importantly, it appears more and more like an inflection point in the stock markets. The underlying economy is strong and the housing market is even better. Above trend growth is projected into next year and even with the end of the Fed taper and raising short-term rates 3… Continue reading December Stock and Fund Picks
November Stock and Fund Picks
November 21: As long as interest rates remain low and the economy is fundamentally sound and growing, nothing of note is likely to cause overly significant market instability. Because equity values are generally stretched, individual stocks and sector oriented funds are the best bet. That said, consider the following stocks for growth: WIRE, DQ, PDCE,… Continue reading November Stock and Fund Picks
October Stock and Fund Picks
October 14: The debt ceiling problem is still a worry while Covid is becoming less so. The fear and greed index is also still in the fear range and so I don’t know for sure if the end of September slump is completely over. That said, the fundamental economy is still in a supply-constrained growth… Continue reading October Stock and Fund Picks
September Stock and Fund Picks
September 12: There are market headwinds building such as slowing economic growth and earnings, Fed tapering, Delta variant wild card effects on jobs and the labor market, and school policy adjustments affecting working parents that suggest a re-assessment of future earning flows. A downward revision in future earnings over the next two years will lead… Continue reading September Stock and Fund Picks
August Stock and Fund Picks
August 24: Inflation still appears as mostly a supply-side phenomenon which is exacerbated from time-to-time by strict, zero Coved tolerance from the Chinese government that leads to shipping port shutdowns. September will see supplemental unemployment end in all States which will ameliorate the supply-side constraints in the U.S. to some degree. The Delta variant is… Continue reading August Stock and Fund Picks
July Stock and Fund Picks
July 6: Looks like the stock markets are topped out and dependent on earnings increases to move them any higher. The sector doing the best during the last 3 months appears to be health care as indicated by the first three top ETFs: XLV, IYH, and VHT. The top 5 ETFs include two related to… Continue reading July Stock and Fund Picks
June Stock and fund Picks, etc.
June 7: Interested in earning over 8% on USD cash deposits at a quasi mainstream Blockchain/crypto oriented “bank?” Try BlockFI. You can open an account that pays monthly interest as follows: BlockFi has a business model that is quite traditional except for the presence of crypto assets and the blockchain. Of particular interest were the… Continue reading June Stock and fund Picks, etc.