Inflation is clearly one of the hottest topics for investors in particular and society more generally as the following chart shows. Core inflation has not moved commensurately with the exploding interest in the topic.
The following charts show why inflation is such a hot topic.
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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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Here is GameStop’s stock price chart for one month. Setting aside that it was up 62% for the time and day when I captured this screenshot, it’s up over six times during this one month period. And at its peak, it was up about 10 times!
Now let’s look at a three-month view and the meteoric rise can be put in more perspective.
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Gary Carmell
Posted in Advice, Economy, Investing, News, Stock History, Trends, Uncategorized
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In The March of Folly author Barbara Tuchman defines folly as acts that are clearly contrary to the self-interest of the organization or group pursuing them. It would seem like the Fed would fall into this definition. Its mandate is full employment and price stability while also providing prudent financial oversight to minimize the risks of financial contagion (I added the third one).
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Gary Carmell
Posted in Advice, Economy, Interest Rates, Investing, Manufacturing, News, Retirement, Stock History
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It’s pretty clear that Donald Trump views virtually everything from the prism of winning and losing. And every issue is looked at with a very short term horizon. There does not appear to be any satisfaction derived by developing a long-term strategy, methodically implementing it, and seeing the seeds planted blossom into a beautiful garden that is sustainable and beneficial to all.
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There is a reason behind the reason for this blog which will be revealed at the end. I will use a sleight of hand to talk about the importance of not resting on one’s laurels and using a growth mindset to keep changing even in the face of great success.
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And all the roads we have to walk are winding
And all the lights that lead us there are blinding
-Wonderwall by Noel Gallagher (for Oasis)
I saw a double bill of Noel Gallagher (formerly of Oasis) and Smashing Pumpkins last week.
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Gary Carmell
Posted in Economy, Interest Rates, Investing, News, Stock History, Uncategorized
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Most real estate investors deploy their capital in this asset class because of the income it can generate. This is very much the case for those investing with CWS. Since 1991 CWS has sold 79 properties**. Approximately half the return has come from dividends and the other half from appreciation*.
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Gary Carmell
Posted in Economy, Interest Rates, Investing, News, Stock History, Trends, Wealth
1 Comment ↓
Not surprisingly, the Fed pulled the trigger and raised short-term interest rates by 0.25% for the first time since last December. I thought I would convey what I think are the most pertinent variables to be monitoring in the wake of the Fed tightening. I’m calling this blog post “See and Wait” as I will be showing many charts and opine on some of the ramifications but we will have to wait to see how it unfolds in the real economy.
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With over $6 trillion in global stock market losses in one week, it’s clear that investors have woken up to the real risk that the coronavirus is not contained, somewhat akin to the subprime crisis that Ben Bernanke famously said was and led to massive financial losses around the world.
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