Impending Super Cycle Commodity Signal Argues Against Transitory Inflation
We are in uncharted waters on many fronts, so no one can really answer that inflation/deflation question with any degree of certainty. We can however, look to the technical condition of commodity markets for guidance, since they have usually, acted as a barometer for more generalized swings in inflationary and deflationary pressures. Commodity prices look poised to signal a new secular bull market, which would likely broaden out to result in the highest more generalized inflation rates since the 1970’s.
World Markets Update: October 18, 2021
Seven out of eight indexes on our world watch list posted gains through October 18, 2021. The top performer is India's BSE SENSEX with a gain of 29.35%, France's CAC 40 is in second is with a gain of 20.21%, and our own S&P 500 is in third with a gain of 19.45%. Coming in last is Hong Kong's Hang Seng with a loss of 6.69%.
Capital Gains Distributions: The Trend Is Not Your Friend
Many mutual funds will distribute capital gains every year—no matter what the market does. As 2021 comes to a close, advisors can begin to prepare their clients for the impact of those distributions and take steps to minimize the tax bite going forward.
Planting the Seeds for High Cash Flow, With 5 Years Until “Go-Go”
I was speaking with an industry friend and colleague the other day, and we got to riffing about music and retirement planning. A free and creative thinker, she said that when talking to clients about future retirement income, the sweet spot timing wise seems to be about five years before clients retire.
The Perilous Path that Leads to Persistent Inflation
For planners, no forecast is more critical than whether inflation will be transitory or long-lasting. One perilous path that will lead to permanent inflation is continued fiscal spending aimed to boost consumer demand.