View Post

Update: 5/17/21

In News by admin

Is it halftime in the secular bull market? There’s no shortage of indicators and no shortage of pundits pointing to the fact that the stock market has posted tremendous gains …

View Post

Update: 5/10/21

In News by admin

Your home is not an asset? For the last several years, VMI has sponsored teams in a local Bay Area Little League. Last year, the League created banners for its …

View Post

Update: 5/3/21

In News by admin

It should come as no surprise that tax changes are on the way. You can see in the chart below that even before the pandemic, the last five years have seen …

View Post

Update: 4/26/21

In News by admin

Is inflation turning into a problem? No, it is not, at least according to the government’s metrics. The most recent April data release shows that the Consumer Price Index (CPI) …

View Post

Update: 4/19/21

In News by admin

You’re probably aware that Bitcoin has been on an absolute tear lately.  And you may even be aware that the price of lumber has been skyrocketing as well.  But did …

View Post

Update: 4/12/21

In News by admin

The pace of the gains in the stock market have been nothing short of amazing since the pandemic lows were hit in March of last year.  From the bottom on …

View Post

Update: 3/29/21

In News by admin

Last week a handful of Chinese based technology stocks and American-based media stocks posted steep declines. The price drops of the hardest hit ranged from 23% to a massive 62%.  …

View Post

Update: 3/22/21

In News by admin

Late last year, and again in January, we looked at how the 2020-21 stock market recovery from the Covid-19 crash was tracking the 2008-2009 stock market recovery.  The similarities in …

View Post

Update: 3/15/21

In News by admin

At the beginning of March, we examined the recent bond market sell off and asked, “why you should I care?”  For pure bond investors, the answer is straight forward – …

View Post

Update: 3/8/21

In News by admin

Over the last two weeks we have seen a substantial increase in market volatlity, first downward then upward.  Talk of bubbles popping and major corrections on rising treasury yields seemed …

View Post

Update: 3/1/21

In News by admin

The market for US treasury bonds has been having a tough time of late. The yield on the 10-year note (which moves in the opposite direction of its price) started …

View Post

Update: 2/22/21

In News by admin

With stocks powering to new highs on an almost daily basis over the past few months, it seems like a good time to start asking questions such as: How long …

View Post

Update:2/15/21

In News by admin

Consideration for Managing Your 401k As You Switch Employers As financial planners, we often have our first encounters with clients seeking assistance as a result of major life changes: marriage, …

View Post

Update 2/8/21

In News by admin

“People are too quick to accept conventional wisdom, because it sounds basically true and it tends to be reinforced by both their peers and opinion leaders, many of whom have …

View Post

Update: 2/1/21

In News by admin

GameStop and the January 2021 Short Squeeze “Buy low, sell high” Pretty straightforward, right? You buy something, wait for it to go up, and then when it does you sell …

View Post

Update: 1/25/21

In News by admin

A tale of two recoveries, revisited Back in mid-December, we presented a chart of QQQ (the exchange traded fund that tracks the Nasdaq 100 index) and showed how it was …

View Post

Update: 1/19/21

In News by admin

Is inflation on the way back? Bank of America conducts a monthly survey of approximately 200 institutional, hedge fund and mutual fund managers.  They ask participants about their views on …

View Post

Update: 1/11/21

In News by admin

Stocks: Time for a pause? Moving averages (MAs) are useful tools in security analyses because they smooth out prices and thereby reduce noise. In this case, let’s use simple moving …

View Post

Update: 1/4/21

In News by admin

If you thought that the stock market in 2020 seemed a little more volatile than usual, you’re not alone, and you’re not imagining it! But just how volatile was it? …

View Post

Update: 12/28/20

In News by admin

Just like “sell in May and go away,” according to the Stock Trader’s Almanac, the “Santa Claus Rally” is a seasonal tendency.  In this case, The Santa Claus Rally is …

View Post

Update: 12/21/20

In News by admin

“Investing is simple. It’s the financial industry that works hard to make it complex!”Robert Rolih, investor, best-selling author Sometimes simple is good. Sometimes simple is better. And sometimes simple is …

View Post

Update: 12/14/20

In News by admin

“It’s fair to say that in the 25 years I’ve been doing this I can’t remember a time when so few (if any) disputed the central narrative.  Is this a …

View Post

Update: 12/7/20

In News by admin

Chart Crimes and misdemeanors If you are on social media, you may well recognize this screen shot (see inset) of a post of a chart that purports to show the …

View Post

Update 11/30/20

In News by admin

Fear and Greed – Time To Get Cautious? Markets are largely driven by human participants with human emotions. There are many attempts to measure human sentiment when it comes to …

View Post

Update 11/9/20

In News by admin

What Happened Last Week: A week after losing approximately 6%, stocks regained all the ground they lost (plus a little more) climbing between 7% and 9% for the week. Corporate …

View Post

Update 11/2/20

In News by admin

In just the past week two new vaccines have been announced with apparently high effectiveness against Covid-19.  While encouraging, this news is contrasted with skyrocketing cases of the virus both …