Market Outlook

here’s a look at the near term setup in the economy and markets as well as some historical perspective. The short term is challenging, but the longer term outlook is sound.

Winter Reckoning

Take a moment to acknowledge that we’ve been through a lot. Covid, cultural and political turmoil, a land war in Europe? Life happens fast, and a lot of what happens isn’t under our control.

Good Governance

My family lives on a nice street in a pretty good neighborhood in Greenville. However, we had a house on our street slowing falling in. The neighbors wanted that eyesore torn down. I really got a kick out of how much it bothered everyone.

The Bond Market Is Interesting (for the first time in a decade)

We know you haven’t enjoyed this year in the markets. But one good effect of bad markets is better pricing and better opportunity for future return. Bad markets are good for long term investing.

This is the most interesting bond market we’ve had in more than a decade. Here are the changes in treasury yields this year- and over the past decade.

A New Era

Inflation has finally forced the Fed’s hand. For the past 17 years we’ve operated in a low inflation environment that didn’t punish us too harshly for money printing and big budget deficits. Interest rates trended lower over a few decades, and with borrowing costs falling, borrowing money became an easier political strategy than raising taxes.

What to do with cash?

Cash has been a top performer this year. But, don’t expect that to continue. This week on WYFF News 4, we discuss strategies for putting that cash to work.

Dog Days of the Bear Market

This has been a tough year for investment markets with rising interest rates producing a common result for investments of all kinds, in dollar terms: