Chart of the Month – July 2022
Sooner or later, we're likely going to see demand cool off. The big question is how quickly inflation alters consumer spending and how quickly that pulls back inflation.
Chart of the Month – June 2022
There are nearly two job openings for every unemployed worker with labor statistics showing 11.4 million job openings compared to 5.9 unemployed workers as of April 30, 2022. This mismatch between jobs and workers means that workers have options, including leverage to ask for more pay.
Chart of the Month – May 2022
Since the beginning of 2020, checkable deposits have quadrupled, giving consumers the ability to continue spending and withstand increased prices. What does this mean for inflation and prices in the future?
Chart of the Month – Apr 2022
Housing affordability is trending in the wrong direction. Take a look at our chart of the month showing housing affordability over the last 50 years.
Inflation Aware Investing
You know the old saying, “What goes up must come down.” Currently everything seems to be going up at the same time.
My Favorite Blog Posts and Podcast Episodes from 2020
Many of my favorite content pieces from 2020 reflect on the themes of uncertainty, risk, change, and remaining optimistic in the face of unsettling circumstances.
The Biggest Risk to Investors Remaining in 2020?
Aside from COVID-19, what represents the biggest risk for investors in the second half of what is turning out to be a historic 2020?
Being a Counterintuitive Investor – Do Stock Markets Follow GDP?
It turns out GDP growth rates and stock market performance are not highly correlated in the way we would expect.
Chart of the Month – Apr 2022
Housing affordability is trending in the wrong direction. Take a look at our chart of the month showing housing affordability over the last 50 years.
Inflation Aware Investing
You know the old saying, “What goes up must come down.” Currently everything seems to be going up at the same time.
My Favorite Blog Posts and Podcast Episodes from 2020
Many of my favorite content pieces from 2020 reflect on the themes of uncertainty, risk, change, and remaining optimistic in the face of unsettling circumstances.
The Biggest Risk to Investors Remaining in 2020?
Aside from COVID-19, what represents the biggest risk for investors in the second half of what is turning out to be a historic 2020?
Being a Counterintuitive Investor – Do Stock Markets Follow GDP?
It turns out GDP growth rates and stock market performance are not highly correlated in the way we would expect.