BLOG POSTS
Relief bill. Anticipated, not unexpected.
Financial markets have anticipated this latest round of economic stimulus, as it has for vaccine rollout and jobs recovery trends. Largely these are questions of when and not if.
Jobs and Prices - Be Patient
We discuss Powell's March 4th remarks and look at the employment and inflation metrics that guide the Fed's decision-making. The focus: how much of the economy is earning income, and at what speed and where is that income being spent
Interest Rates & Bond Prices
Not all bonds are the same. Short-term bonds for example have historically been less sensitive to interest rate swings than long-term bonds.
The Long-term Average
Rarely do investors experience an average rate of return. In fact, in the last 95 years, we have seen the average only six times. In this video, Jason discusses the highs and lows that bring us to a ten percent average. The takeaway: Have a plan.
Output Gap and Inflation
Will we see a rapid increase in inflation in 2021?
Jason discusses the "output gap" and how it is currently acting as a deflationary force in the economy. We'll define the term and look back to the '80s to get some perspective.
Recap of January Market Performance
Our main topic: January broad market results.
News Items: Vaccine optimism, Friday jobs report, and how to spend $5.5 million in 30 seconds.
Short Squeeze & Q4 Earnings
Jason talks Q4 earnings (actuals & estimates) and offers context for the short squeeze we saw in the news this week. Mini-case study on why GameStop was up triple digits.