Macro Economy
A collection of 17 posts
SAM I AM (OR NOT)
Sahm Rule nears recession territory | Tight spreads | Ramji’s Welcome message | Ascensus reminder
Keep Politics Out of Your Portfolio
Letting politics drive your investments is a loser’s game, no matter your party affiliation. Don’t let election-year noise affect a well-considering investment strategy.
Where Did the Recession Go?
Consensus expectations for a 2023 recession were wrong. Why?
The First Shall Be Last
2024 OUTLOOK: A turning point within the market, not for the market.
Looking Forward, Not Back
OCTOBER 2023 | Stocks and bonds both slid in September, but remember, you have to position your portfolio for the future, not the past. Plus, a comparison of my Aggressive and Growth ETF portfolios, an article roundup and the IVA Factor Tracker.
Better Than Expected
GDP grew by 0.6% in Q2 | Earnings are flat | The Dow (plus dividends) hit a record | Fitch downgrades the U.S. | Cash Deposit and Cash Plus Account yield update | Vanguard delays manager change | Hong steps away from High-Yield Corporate