Reviewing major stories of 2021 and how they affected the major asset class performance
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
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
2016 Review: Economy Edition
Economy finishes Obama era on steady footing, let’s see what Mr. Trump can deliver
2015 Review: Economy Edition
The last blog post in the annual review series focuses on major economic indicators
Population Trends I – Large vs. Fast
A look at the world’s largest countries and their growth rates.
Economy in Perspective, an 85-Year One
This post puts current economic situation in perspective by analyzing 8 big-picture indicators for each decade since the 1930s.