…These companies are seizing the opportunity to raise prices to match the rising costs—and consumers, ripe with savings and federal stimulus checks, are paying them. The profits tend to be…
Search Results for: federal reserve
Millennials Will Drive Up Housing Costs For Years
…the Public Service Loan Forgiveness program. They also received $380 million in federal stimulus, and discovered investing (51% of new pandemic-era investors are millennials). In short, millennials have wealth, and…
Dividends & Buybacks Are Picking Up At Last
…a small ($25 billion) buyback. The ongoing threat to buybacks is Congress, with Democrats looking to tax them more heavily in order to fund federal spending plans, the article concludes….
Eighteen Financial Terms That Define Our Time
…markets. Many of the other terms we’ll talk about are derivative effects from the GFC. Quantitative Easing (QE): Quantitative easing is a tactic used by the Federal Reserve to help…
Two Shiller-Inspired Metrics, Two Wildly Different Valuation Stories
…with another.” There’s been much talk about what could move yields higher, with a likely catalyst being hot inflation readings that last longer than the Federal Reserve expects. Using Shiller’s…
Are Equities an Inflation Hedge?
…from 1947 to 2021 (using data from the St. Louis federal Reserve and stock market data from the Kenneth French data library). The results are illustrated in the following graph:…
Bill Miller: Insights from 2Q Market Letter
…continue to rise over the next few years at well over the Federal Reserve’s average 2% target.” Miller quotes the New York Times, “As far as major shifts in inflation…
Capitalism and Value Investing
…This according to a recent article in Harvard Business Review. “Value managers can plausibly blame the Federal Reserve for distorting financial markets,” the article states, but adds that they also…
Warning: Do Not Buy Bitcoin When You’re Hungry
…When shown matching descriptions of hypothetical offenses, 208 federal judges differed by an average of more than 3.5 years in the length of the prison sentences they recommended. While Zweig…
OSAM: Without Tax Management, Investors Leave Money on Table
…client’s state and federal tax rates. Ongoing Management: Tax loss harvesting opportunities are continuously monitored and the system rebalances the portfolio according to its investment objectives. Performance Reporting: Advisors can…