Category Friday

07-JULY 23-2021

Good morning. Technology companies need to constantly innovate.  That results in a high amount of money being spent on research and development, which in turn helps keep a company’s taxes lower than a company that makes the same product year-in,…

07-JULY 16-2021

Good morning. It’s easy to bash the Federal Reserve.  They have a dual mandate, to keep unemployment down and prices stable.  That’s usually a trade-off in the best of times.  With the unique challenges of a pandemic, it’s no surprise…

07-JULY 09-2021

Good morning. Investors are swimming in data, and pros are paying tens of thousands of dollars per year (or more) for better and faster information. But a few simple and free methods can be used to get a sense of…

07-JULY 02-2021

Good morning. Economists used to believe that there was a tradeoff between inflation and unemployment.  The numbers could be moved to provide the perfect mix to ensure a full labor force.  The 1970s, however, saw rising prices and rising unemployment…

06-JUNE 25-2021

Good morning. The Nasdaq and S&P 500 have hit new record highs this week.  But it doesn’t feel like a bull market.  Why?  That’s because the market is undergoing a rotation.  Tech stocks started underperforming at the start of the…

06-JUNE 18-2021

Good morning. The biggest bombshell from the latest Fed meeting was the acknowledgement that inflation was coming in far higher than expected.  While the Fed continues its policy of trying to talk the market into always going up, some see…

06-JUNE 11-2021

Good morning. In hindsight, the monetary policy of the 2010s could have been far worse.  Featuring the same low interest rates and bond-buying by the Fed as today, most of that money went to shoring up banks and housing, two…