New Investor’s Guild: Too damn high: the cost of home ownership with higher rates. Exploring the housing market, rent vs. buy analysis and what to watch.
Inflation data was hot-ish. But maybe that is normal this time of year?
There is historical precedence for inflation to move lower in the second half of the year. Investors shouldn’t rule out at least a 25 bps cut this year.
Each year, I share a coffee cup tracing with our company to illustrate the theme of the market, it changes as time goes on. This year's is meant to depict a seesaw on a playground between soft landing and not so soft landing. I'm not an artist 😊
New Investor’s Guild: Three things to know about investing (esp right now). In light of how earnings season has been going, I am reminded there are three things to know about investing, any time, but maybe especially now.
This week’s cover of the Economist is warning about the stock market. It reminds me of their cover in December 2006, just before warning signs of the 2008 Crisis started showing up, which said “Happiness and how to measure it”. So maybe this week’s message is bullish?
New Investor’s Guild: When small changes could mean bigger shifts for the economy and markets. Exploring whether recent economic data is telling us something, or nothing yet.
At the start of the biggest earnings week by market cap, I got to be on Bloomberg TV with Katie Greifeld yesterday talking about the market pullback the last few weeks, earnings expectations and interest rates.
I’ve been a fan of Japanese markets since last Spring. After decades of deflation and low growth that seems to be improving, it’s possible it’s not just seasonal.
New Investor’s Guild - The final of a 3 part series on saving for retirement. This one is about caring for what you already have—what to consider to make sure it’s optimized and not left behind.
Normalizing or truly softening?
275k more jobs were added last month – yea! right? But some details were meh. The household survey showed 184k less people were employed last month, supporting our view/concern that more people may be getting multiple jobs to keep going.