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Cindy Alvarez
By Cindy Alvarez & Bob Newkirk Capital efficiently and frequently flows between bonds and stocks. It pays to keep an eye on yields offered by these markets. – Naved Abdali For many of the past 15 years, bonds provided returns both relatively low and relatively safe.A low inflation and low interest rate environment made stocks...
By Cindy Alvarez & Bob Newkirk “A 10% decline in the market is fairly common—it happens about once a year. Investors who realize this are less likely to sell in a panic, and more likely to remain invested, benefiting from the wealth building power of stocks.”– Christopher Davis For most investors, 2022 might seem like...
By Cindy Alvarez & Bob Newkirk “We aren’t addicted to oil, but our cars are.”– James Woolsey Roughly 99% of vehicles in the U.S. run on gasoline or diesel fuel. The price of oil used to produce gasoline and other energy products continues to have a significant effect on the U.S. economy, its corporations and...
By Cindy Alvarez & Bob Newkirk “In Globalization 1.0, which began around 1492, the world went from size large to size medium.In Globalization 2.0, the era that introduced us to multinational companies, it went fromsize medium to size small. And then around 2000 came Globalization 3.0, in which the worldwent from being small to tiny.”–...
By Cindy Alvarez & Bob Newkirk A traditional “family” office provides comprehensive investment, tax, estate and other services to achieve long-term financial goals, including passing on wealth to future generations. Providing all these services is expensive, and to justify an office focused on a single family may require wealth possessed by very few. However, a...
By Cindy Alvarez & Bob Newkirk “There is no Ground Hog Day, when all the economists come out from the tunnel and declare the recession is over. They have a retroactive, seasonally-adjusted Ground Hog Day.”– Peter Lynch The recent debate about whether the economy is or is not already in a recession can be a...
By Cindy Alvarez & Bob Newkirk “The trend is your friend … until the end when it bends.”– Ed Seykota Day trading by individual investors grew substantially during the pandemic. People stayed at home, spent more time online, and, in some cases, had additional funds to spend. These effects encouraged day trading, as did the...
This article was written before stock indices moved into a bear market rather than a correction.However, the same principles presented continue to apply. “In investing, what is comfortable is rarely profitable.”– Robert Arnott The market declines this year are painful. However, these types of declines are surprisinglyfrequent. Understanding how to respond to market corrections is...
“The four most dangerous words in investing are: this time it’s different.”– Sir John Templeton Speculation about a potential recession has been prominent in recent financial reporting. The goodnews is that multiple elements of the U.S. economy are healthy and provide an economic tailwind forthe future. The bad news is that actions by the Federal...
Will the Economic War with Russia Cause a U.S. Recession? “In the 20th century, the United States endured two world wars and other traumatic and expensive military conflicts, the Depression, a dozen or so recessions and financial panics, oil shocks, a flu epidemic, and the resignation of a disgraced president. Yet the Dow rose from...
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