Last weekend I backpacked with my friend Paul on the Pacific Crest Trail in the Sierra Mountains, walking 19.18 miles climbing and descending 6276 feet. I was completely shocked by how much my strength and stamina had declined from no […]
Last week the Job Openings and Labor Turnover (JOLT) report was released by the Bureau of Labor Statistics. The report indicated that there were near twice as many people looking for a job than the number of jobs that were […]
Last week the U.S. Department of Housing and Urban Development reported that new home sales have spiked in volume not seen since the pre-housing crash. The nearly 40-year lows in 30-year fixed mortgage rates now below 3% are prompting those […]
This year, investors need to watch a dual set of formerly unrelated datasets to evaluate the future of the US economy and stock market. Traditionally, financial analysts monitored only economic indicators and now need to also be an epidemiologist monitoring […]
The one scenario that always gets investors into difficult situations with their portfolio (e.g. selling too soon or too late) is due to a misdiagnose of the market. Typically, they already had a premise of market direction, and confirmation basis […]
After the best August for the S&P 500 since 1986 and 2000 for NASDAQ, buyers have backed off their strong appetite for US stocks that allowed sellers to dominate the market and drive down the major indices. The August rally […]
August was a month of conflicting messages in so many areas. As more cities experienced violent civil unrest and many cities maintaining or returning to more restrictive health-related public policies, the S&P 500 finished its best August monthly performance since […]
