Third Quarter Earnings and Prospects for 2023

The markets have bounced following a lousy September on the heels of corporate earnings, steady employment, and an October CPI that showed inflation may be cooling.  Both stocks and bonds have had big daily swings as money flows react to each piece of economic data.  >> To subscribe to this monthly newsletter, click on Subscribe! Third…

Negative Surprises in Bear Markets

The bear market is still alive and well, and full of surprises. I read a Tweet posted by long-time technical analyst Walter Deemer that said, “In a bear market, the surprises tend to be negative.” >> To subscribe to this monthly newsletter, click on Subscribe! Stronger Consumer Price Index & Wild Dow Jones Swings This was…

Risk and Return When Investing in the Market

As a serious investor, you regularly weigh risk and return as you consider what to invest in, what to divest, and how to react to market news and attempts to manage economic forces. In this article, you’ll get a taste of the market’s response to pain, higher short-term interest rates, and falling bond prices. >>…

The Renewable Energy Investment Landscape

It would be an understatement to say that investors in the renewable energy space have been frustrated.  After a strong run in 2020, shares in renewable energy companies have been in a steep bear market. To illustrate, the Invesco Solar ETF (symbol: TAN) was down 25% in 2021 and was down another 25% to the…

Questioning Persistent High Inflation and Deep Recession

In the past week or so, the markets, I suggest, have begun to question the prevailing conventional wisdom that inflation will remain persistently high and that the economy is likely to fall into a deep recession. This article explores why. >> To subscribe to this monthly newsletter, click on Subscribe! Commodity Prices & Payroll Suggest Moderating…

China: Of Great Interest to Investors

What do you know about China from an investor’s perspective? After all, China is one of the world’s largest economies. China and Emerging Market Indices As one of the world’s largest economies, China is of great interest to investors.  China makes up a dominant weighting in most emerging market indices.  Examples iShare, EEM and FXI…

What to Expect During a Bear Market

How are you finding bargains and protecting your portfolio in this Bear Market? According to Investopedia, a Bear Market happens when, “… a market experiences prolonged price declines. It typically describes a condition in which securities prices fall 20% or more from recent highs amid widespread pessimism and negative investor sentiment.” In other words, investing during a…

Why Staying Invested Is So Important For the Long Run

Do you believe in staying invested, regardless of the market’s ups and downs? We hope you do. We’ll explain why in this article so you feel more confident about the benefits of being and staying invested for the long run. Long-Term Investing Tips Odds in an Investor’s Favor The most important concept for investors to…

Always Look for Investing Opportunities

Regardless of the market situation, are you always looking for investing opportunities? As you’ll read further below, you don’t want to be 100% in cash. >> To subscribe to this monthly newsletter, click on Subscribe! Don’t Let Current Events Scare You From Looking for Investing Opportunities Inflation and rising interest rates are still dominating the investment…

How Much Money Do You Need to Retire?

Have you calculated how much money you need to save for retirement? According to the Department of Labor, only half of Americans have done so, even though we will spend – on average – twenty years retired. >> See Top 10 Ways to Prepare for Retirement (pdf) Let’s explore the amount of money you’ll need…