Gary Carmell
Posted in Economy, Interest Rates, Investing, News, Stock Market, Wealth
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Although I’m in the camp that the Fed will stick to its word and not raise short-term interest rates until after 2023 at the earliest, the market is betting differently. Rather than focusing on when the Fed will start raising rates, let’s assume that they will.
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The first quarter was incredibly ugly for bond investors, particularly those with exposure to longer-maturity ones. Bond investors were not happy as Treasuries generated the worst quarterly return since 1980.
So who were the big sellers of Treasuries?
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Gary Carmell
Posted in Apartments, COVID 19, Economy, Housing, Interest Rates, Investing, News, Wealth
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[UPDATE] 3:00 PM Egypt – 6 AM PST the Ever Given was refloated and is on the move again. Credit is given to the full moon bringing the spring higher tides, 14 tug boats, and the 27,000 meters of sand removed. The following was written prior to this news.
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Gary Carmell
Posted in COVID 19, Economy, Housing, Interest Rates, Investing, News, Stock History, Stock Market
1 Comment ↓
Well, I won’t back down
No, I won’t back down
You can stand me up at the gates of hell
But I won’t back down
No,
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Gary Carmell
Posted in Economy, Housing, Interest Rates, Manufacturing, News, Trends, Wealth
1 Comment ↓
This week will be another one focused on charts and graphs that caught my attention. The emphasis will be on the story of the Fed remaining very dovish in spite of what appears to be some pockets of economic strength (e.g. housing, commodities, semiconductors),
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Gary Carmell
Posted in COVID 19, Economy, Interest Rates, Investing, Manufacturing, News, Stock Market, Trends, Uncategorized, Wealth
1 Comment ↓
The jobs report released on Friday was disappointing.
Disappointing Job Growth
Perhaps the report shouldn’t have been such a surprise on the downside based on this chart.
It would appear that job seekers are less confident about their prospects as they have significantly reduced their searches.
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I subscribe to The Daily Shot which is an economics and finance-oriented site that aggregates a tremendous number of charts to give investors a great visual overview of key aspects of the economy, both domestic and global, as well as financial markets.
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First of all, kudos to the tremendous participation among Americans in the electoral process. This election galvanized Americans into participating in the democratic process. Love or hate Trump; there is no question that he is a catalyst for stirring emotions and action.
It was fascinating to see how markets reacted as information was released related to the election.
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Gary Carmell
Posted in Economy, Interest Rates, Investing, News, Uncategorized, Wealth
1 Comment ↓
I’ve been pleasantly surprised so far with regard to how well our rent collections have held up since the onset of COVID and the corresponding economic carnage. On average, we’ve been collecting across our portfolio about 98% of what we have billed.
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Gary Carmell
Posted in Economy, Interest Rates, Investing, Trends, Uncategorized, Wealth
No Comments ↓
Fiscal stimulus has now started to contract while the Fed’s monetary support for the economy has tightened quite significantly over the last three months. See what the following charts show:
The following is from The Washington Post and shows how significant the support for the unemployed has been and how it will drop materially if no stimulus package is passed.
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