In 2022 employment remained tight, inflation was sky high, economy grew moderately and housing took a turn for the worse.
Economy
Blog articles about "Economy".
Most popular content
- 2016 Review: Economy Edition
- 2015 Review: Economy Edition
- Population Trends I - Large vs. Fast
- Economy in Perspective, an 85-Year One
- 2013 Review: Economy Edition
What’s the Fed up to These Days?
Fed’s toolkit in fighting inflation – what can they do, what have they done so far, what are they likely to do in the near future.
2021 Review: Economy Edition
Labor market recovered in 2021 and has become very tight. GDP saw a robust increase while inflation hit 40-year high. Housing remained very strong despite rising interest rates.
Let’s Talk About Inflation
If you are a gas guzzler-driving renter with six kids who eats bacon-wrapped steak at every meal, is allergic to vegetables, often stays at hotels and buys another used truck every 6 months, you are screwed. If you are a 65-year old electric car-driving vegetarian homeowner, you are sitting pretty.
2021 Review: Significant Events and Major Asset Classes
Reviewing major stories of 2021 and how they affected the major asset class performance
2020 Review: Economy Edition
Now that full-year GDP numbers are out I can finish the 2020 year-in-review series by taking a look at major economic indicators. Needless to say last year’s economic datapoints will be massive outliers on long-term charts for years and decades to come.
COVID Stocks versus Reopening Basket
To analyze impact of major COVID developments, I created two baskets of stocks. Each is a simple equally-weighted 20-stock basket with 5% allocation to every company. I chose the stocks subjectively and tried to represent various “angles” of the COVID trade without having too many airlines, online retailers or medical plays.
2018 Review: Economy Edition
Despite market volatility, the economy remained on solid footing in 2018
2017 Review: Economy Edition
The economy finished 2017 on solid footing, tax reform to add more “oomph”
Tax Reform & Federal Revenue Sources
The tax bill is almost official – here is a look where Federal receipts come from and how those sources would be impacted by the new legislation