The 4th quarter of 2022 was a difficult year for stocks and bonds, but there are several silver linings. What might be next for rates and inflation? What do economists say about whether there will be a recession or not? What are updated expected 10-year returns for stocks and bonds? (hint: there’s good news). How is the crypto currency crash similar to the Dutch tulip craze of the 1600’s, and…
Inflation is still hot but with signs of improvement, Ukraine is still at war and affecting energy and food prices, talk of a recession is heating up, both stock and bond markets continue to test investor discipline, is it better for the Fed to pull the Band-Aid off quickly or slowly? How long do bear markets typically last? That and more in the 2022 3rd quarter Quarterly Context Webinar!
What are investor expectations about market returns are moving forward, and why they are unreasonably high relative to the expectations of financial professionals. What a recent study shows about financial lessons learned from the pandemic. How is the fed changing its stimulation plans. Inflation jumped, and is causing debate. Three times the level of volatility risk is projected to be required for the same level of return vs. 20 years…
Vaccines picked up speed but are hitting some bumps, spring fever and more spending is in the air, all of that and big stimulus is causing markets to continue to defy the pandemic, but diversification still matters. See a dynamic video showing how the top-10 stocks in the S&P 500 has changed over last 20 years (hint.. a lot!). Learn how interest rate increases can hurt bond returns. See a…
Expected impact of a new administration in the Oval Office, Wall St. vs. Main St., stimulation-supported market returns defying the pandemic, almost surely unrepeatable 13.9% 10-year annualized US stock market return, what the yield curve is saying, COVID case patterns, investor actual returns vs. the markets (hint: emotional investing hurts), what % of stocks were negative in last 5 years (hint: a lot!), updated projected 10-year returns, and more. …Watch…
Interesting contradictions between the economy and markets, Wall St. and Main St. remain… Wobbly economy but stocks, and gold and COVID-19 cases keep going up, while stimulation is high from rates remaining addictively rock-bottom low. How long is the recession expected to last? What impact will elections have on markets, and what has the historical impact been? The GDP annualization whip-saw. FAAANM (big tech) stocks’ increasing influence on markets and…
Where is the space between what matters and what you can control? How much did the market bounce back after the tough first coronavirus quarter? How is the disconnect between the weak economy and the market rebounding? What is the danger of over-confidence? Spending is down, savings are up. Will the coronavirus economy look more like the great depression or that of the Spanish Flu? Why do GDP numbers look…
Where are we in the business cycle? The stock market continues upward, but the bond market shows nervousness. Are stocks fairly valued or leaning over-valued? What positive returns are required when different levels of negative returns occur? Is that a quilt or the shapes of the stock market by size and number? 401k plan design trends and fiduciary priorities, via recent surveys. That and more in the Q219 Quarterly Context…
