Q3 2021 Market Perspectives: "A Global Shift"
After beginning the quarter on a relatively upbeat note, familiar themes returned as fears of inflation, ambiguity over the end of the pandemic, and uncertainty about the future of Chinese capitalism raised concerns for investors.
We have entered the phase when the body politic and public opinion are aware that Facebook is disturbing our society. This is very important to us as investors, because the big tech companies make up a disproportionately large part of the S&P 500 Index.
College Enrollments Sink in the Midwest, Causing Budget Trouble for Schools
The pandemic accelerated a trend that college deans and finance chiefs throughout the U.S. Midwest have been dreading: There are fewer 18-year-olds to fill classrooms, dorms and dining halls.
Inflation is a Wolverine
The media and the economics profession are treating inflation like it is a friendly puppy dog. They think you can take it out of its pen and play with it for a while. The popular theory is that you bring it out in a severe dip in economic activity and when the economy gets back on its feet, you kindly ask inflation to crawl back into its pen like any good puppy dog would do.
What Is Shadow Inflation? It Could Be More Prevalent Than You Realize
We’re all familiar with inflation. But did you know there’s another form of inflation that’s just as corrosive on our purchasing power and yet is nearly impossible to measure? Read on to learn more.
Supply Chain Breakdown: Its Causes and Effects
Supply chains typically aren’t something the average person needs to think about too much. When they’re working, these high-tech, globalized networks of parts suppliers, assemblers, shippers, and distributors allow companies to make and move goods around the world so quickly and cheaply that it’s tempting to take them for granted.
Connecting the Dots on China’s Growth Outlook
Concerns about China’s slowing economy have focused on issues affecting property and manufacturing. But these are only part of the story. Investors seeking a fuller understanding of the risks and opportunities need to take a broader perspective.
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.
Retail Sales Up 0.7% in September, 13.9% YoY
The Census Bureau's Advance Retail Sales Report for September was released this morning. Headline sales came in at 0.74% month-over-month to two decimals and was above the Investing.com forecast of -0.2%. Core sales (ex Autos) came in at 0.78% MoM.