Category Archive: 9a) Buy and Hold

(8/1/22) Markets have been extremely bearish, very over-sold, very bearish, and overdue for a very nice, a countertrend rally, which finally occurred in July. When markets began to come to the realization the deflation may be a bigger issue than inflation, we started to see a rotation out of Value and into Tech. That the bullish set-up that would indicate higher stock prices in the near-term. But as we move into the month of August, which is...

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(8/1/22) August begins with The Roberts Family in new digs (who's idea was it to move during Houston's hottest summer, ever??) What will the Fed be expected to do in their meeting this month? The Roberts' kids get their independence; shooting down the new PACT Act Spending Bill; how we got from millions to trillions; What happens when the co-pilot leaves the aircraft early; the market conundrum for bears: dealing with contrarian-indicator clients;...

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(7/29/22) Richard Rosso channels his inner Janet Yellen with her declaration of "no recession;" Crypto-millionaires and their luxury watches; dealing with sticky inflation. The "recovery" is over; life lessons from Ivana Trump and dealing with ageism; how to plan to age-in-place; Lotto Tickets, cheap entertainment, and funding long term care; why reverse-mortgages should be a last-case option; how to take advantage of cash.

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(7/28/22) The Fed announced a 75-bp rate hike, as expected; markets rallied on the news the Fed is removing forward guidance, and could slow the velocity of rate increases over time. Markets interpreted that as a pivot in Fed policy, preparing to go back to zero interest rates and market-supportive quantitative easing. The resulting sharp rally in an otherwise bear market belied the Pain Trade by investors, with a case of FOMO: afraid of missing...

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(7/28/22) With the Fed's announced 75-bp rate hike, investors are now in Pain Trade Territory, acting on the FOMO principal of not wanting to miss the markets' bottom when the Fed pivots. Democrats' new plan for $400-billion in government spending to be paid for by imposing a new corporate minimum income tax: The Inflation Fighting Plan, using inflationary tactics in the process. House Speaker Pelosi's husband liquidated chip maker stocks ahead of...

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(7/27/22) There is an interesting opportunity for investors in companies that miss estimates, yet rally afterwards, despite whatever bad news has been released. Could that be the case with two giants of the S&P and NASDAQ, Microsoft and Google? Additionally, was the less-than-happy news already priced-in to these stocks? Still to be seen is whether they can hold their current bottom, and rally above their 50-DMA. Both stocks are major players...

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(7/27/22) The Federal Reserve later today is to make an announcement about interest rates, expected to boost the overnight lending rate by 75 basis points...but could Powell & o. cave to political pressure and pivot towards a kinder, gentler interest rate? In fact, there's a reason higher interest rates are healthier for the economy and individuals' financial well-being; there is a dark side to low interest rates, which prevent the natural...

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(7/26/22) Walmart blames inflation for a less-than-enthusiastic outlook, after previously warning about inventory builds. Monday's Q2 report underscored those concerns, as well as declining store traffic.

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(7/26/22) Treasury Sec'y. Janet Yellen says there's no recession in sight, but yield curve performance would challenge that assessment. WalMart and UPS warnings it's no longer cheap to go to McDonald's. Watching Retailers' reports to reveal how American's are spending money.

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