How Statistics Almost Ruined Thanksgiving
It’s important to take a skeptical approach to how statistics are used in general, but especially when they’re being used to generate media headlines. If you watched the news on Thanksgiving this year, you might have found it to be a negative experience. The statistics generating media headlines about inflation painted a bleak picture. However, […]
Corporate Earnings and Market Bubbles
The term “market bubble” is getting a lot of attention in recent headlines, but the fundamentals of the U.S. economy are very good at the moment. Thursday, 11 November 2021 You’ve probably seen the recent headlines asking whether the market is in a bubble, and this strikes fear in many investors. After all, most remember […]
Panflation: What is it? When will it end?
We’re living through a time with little historical context, and it calls for new terminology. As evidence-based investors, we typically rely on historical stock market and economic data from the past one hundred years to answer the common questions we’re hearing from our clients. Every once in a while, however, we come upon a question […]
Debt and Stimulus – What’s Next?
We’re back with a new format of biweekly episodes, where we dive even deeper into the themes and developments that are driving market activity. In this episode, we discuss the potentially volatile period we are currently facing in the economy and in the markets. The U.S. government is walking the tightrope between the competing ideas […]
Update on Meme Stocks
In this follow-up to Episode 26, which discussed the difference between investing and trading, Jay Pluimer revisits the rise of “meme stocks”. There are two sides to every trade, and looking back eight months later, we can better understand several aspects of the waves that meme stocks created in the market. In this episode, Jay tackles […]
Tapering: Who, What, Why, and When
The term “tapering” is one of those finance/economic terms often used in headlines, but without a full explanation. To say that tapering is when the Federal Reserve stops its bond purchasing program is accurate, yet incomplete. It leaves so many questions unanswered. In this episode, Jay Pluimer provides a full and clear explanation, including who […]
Why Invest in the Stock Market
In this milestone 50th episode, Jay Pluimer digs into the reasons why the stock market is such an important investment opportunity, and the role it plays in helping investors accomplish their long-term financial goals. He explains how being in the market creates opportunities to benefit from innovations and inventions in the marketplace — without having […]
Let’s Talk About Bonds, Baby
Are bonds on your mind? You’re not alone! In this follow-up to episode 36, Jay revisits frequent questions about what bond allocations mean for your portfolio in the current climate of rising interest rates. Giving full credit to Salt ‘N’ Pepa, he shares “all the good things and the bad things that may be.” As […]
Update on Personal Savings and Spending Rates
The COVID crisis changed the landscape of the American economy. One bittersweet consequence is that the average American family is in better financial shape today than they were before the pandemic. So, what shifted over the past 18 months – and what are the implications for the near future? In this episode, Jay Pluimer explores […]
What’s Up with the Housing Market?
The state of the housing market is a frequent topic of conversation these days, with prices soaring, homes selling in days, and sellers fielding multiple offers above the asking price. In this episode, Jay Pluimer provides historical and supply chain context for the current market, and shares advice for those who may be considering selling […]