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Markets

What can history tell us about current market worries?

February 25, 2022 By Mike

With the market struggles over the past few months and world events over the past few days, there have been no lack of reasons for investors to be concerned. Here is a quick list in no particular order.

  • Inflation – At 7.5%, inflation is at levels not seen since the early ’80’s.
  • Consumer confidence – Because of high inflation, consumers are less confident about their financial well-being than they were at the start of the pandemic in 2020.
  • Rising interest rates – To try and get inflation back under control, beginning in March, the Fed is expected to incrementally raise interest rates anywhere between 1% – 1.75% through the end of the year.
  • Investor confidence – The AAII index of investor sentiment shows investors haven’t been this bearish since the start of the pandemic when the market dropped over 30% in a month.
  • Geopolitical instability – Last but certainly not least, Russia has threatened launched an invasion of Ukraine.

(Notice Covid-19 is not on the list. The market has already concluded that this risk is behind us.)

[Read more…] about What can history tell us about current market worries?

Filed Under: Markets Tagged With: Forecasts, Inflation, Market History, Markets, Recessions, Sentiment

2021 Q3 Market Review

October 27, 2021 By Mike

2020 Q3 Index Returns
Sources: iShares, Vanguard, S&P, Ataraxia Advisory Services

In a nutshell

  • Stocks pulled back
  • China weakness
  • Bond bull market may finally be over
  • Higher inflation = Commodities doing well. Except for Gold?!?
[Read more…] about 2021 Q3 Market Review

Filed Under: Markets Tagged With: Investing, Markets

Overdue for a market pullback? Maybe it’s already happened.

August 5, 2021 By Mike

Over the past month I’ve started seeing news about how it’s been quite a while since the market has had a 5% pullback. And while technically true, the overall index movement has covered up a lot of volatility. Many areas within the market have had drawdowns of 5% or more this year. Maybe that overdue market pullback has already happened.

[Read more…] about Overdue for a market pullback? Maybe it’s already happened.

Filed Under: Markets Tagged With: Investing, Market History

2020 Q3 Market Review

November 23, 2020 By Mike

2020 Q3 Index Returns
Sources: iShares, Vanguard, S&P, Ataraxia Advisory Services

In a nutshell

  • Stock markets continued to recover. Large caps positive for the year.
  • Bond growth slows
  • Housing in its own bull market
[Read more…] about 2020 Q3 Market Review

Filed Under: Markets

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