Financially Speaking

This year has been a tough year for investors.  At its worst the S&P 500 was down -25% in mid-October.  Currently the S&P 500 is down about -16.5% for the year.  What we find particularly frustrating about this year’s market is that the second half of 2021 looked so good, with the S&P 500 up

Back in June we sent out two Financially Speaking newsletters detailing our thoughts on recession.  At the time we felt we would not see a recession in 2022, but that a recession in 2023 was a real possibility.  The latest updates to this recession discussion came on Wednesday, July 13 when the Bureau of Labor

Earlier this month we sent out an edition of Financially Speaking to illustrate our feelings about recession. At the time our feelings were that we would not see a recession in 2022, but that we might see one later in 2023 or 2024. Those sentiments generated responses from our readers asking why we felt a recession might

Lots of talk out there, especially in the mass media and our politicians, about recession and if we are headed for one this year.  That’s not an easy question to answer, but I understand why it’s being asked.  We have high inflation, ongoing supply chain issues and a tight labor market with rising wages.  But,

The world’s stock markets have been volatile so far in 2022.  The S&P 500, our preferred index to measure U.S. stocks, is down -13.3% as of April 29.  The year started following the momentum of a strong fourth quarter of 2021, with the S&P 500 up on January 2nd and 3rd.  But on January 4