Transportation Stocks Continue To Lead Markets Lower
2025-03-18
In our Commentary last week, we noted that Delta shares were down over ten percent due to their weak economic outlook. Per our Commentary- “Delta’s CEO offered similar caution: The outlook has been impacted by the recent reduction in consumer and corporate confidence caused by increased macro uncertainty, driving softness in Domestic demand. He also …
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CPI Is Cooler Than Expected
2025-03-13
Following a hot January CPI set of inflation data, the BLS CPI report cooled down in February. Headline CPI rose +0.2% versus +0.3% consensus and +0.5% in January. Core CPI was also +0.2% for the month. The year-over-year headline and core rates fell 0.2% from last month’s figures to 2.8% and 3.1%. The 3.1% core …
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1-10-25 What the Social Security Fairness Act Means for Your Retirement
2025-01-10
Richard and Jonathan discuss the narratives that are driving the markets, and the fear factor for bond investors. Is the response to tariff threats an over-reaction? How to deal with emotions in investing. Menwhile, job satisfaction is highest among the 60+ crowd: The group has been working longer, and understands the value of socialization; retirement planning shold include qualitative elements. A look at Gen-z Worth Ethic. The Social Security Fairness Act is now the law of the land, signed on Sunday by President Biden. It promises to erase rules that penalized some retirees by eliminating two federal policies that barred employees with a public pension from collecting their full benefits under the federal retirement program and that reduced benefits for those workers’ surviving spouses
Why Are Bond Yields Rising?
2025-01-08
The question asked of us most often recently: “Why are bond yields rising?” After verbally answering it plenty of times, it’s time to put our answer in writing for everyone to see. The answer will help you understand what is causing bond yields to rise, and more importantly, it will help you better appreciate when …
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Our Christmas Wish To You
2024-12-24
We want to take this opportunity to wish you, your family, and your loved ones a very merry and joyful Christmas. We also want to say “Thank You” for all of your support, loyal readership, and the friends we have made through sharing ideas over the last year. While it may be deemed “politically incorrect” these days to say such …
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