Now that full-year GDP numbers are out I can finish the 2023 year-in-review series by taking a look at major economic indicators.
Investing
2023 Review: Significant Events and Major Asset Classes
Reviewing 2023’s major events and asset class performance
2023 Mid-Year Review
Reviewing 2023 Mid-Year results for various markets
2022 Review: Sectors, Stocks & International
Former darlings in Internet, Consumer Discretionary, Semis and Retail all declined over 30% last year. Tech, homebuilders and real estate didn’t do much better. The stars of 2022 sector show were energy stocks with XLE up 64%!
2022 Review: Significant Events and Major Asset Classes
Reviewing major stories of 2022 and how they affected the major asset classes, as well as various bond types
Market Update 09/29/2022
In the past two weeks the market decidedly took a sharp turn for the worse. The world seems to be falling apart with out-of-control inflation, the war in Ukraine, UK enacting suspect fiscal policies, Europe in the midst of energy crisis and contentious midterm elections at home.
Where is Your Cash?
This table shows rates on select cash alternatives as of 8/29/2022. Traditional banks are still paying nothing, which is unlikely to change anytime soon. FDIC-insured cash deposits at most brokerage firms aren’t particularly appealing either with 0.25% at Schwab. With a little extra work, moving your money to a High Yield Online Savings account, such as Ally or Marcus, might be a good option for many savers.
2022 Mid-Year Review
This time of the year I like to look through some of my performance spreadsheets to see how things are going in various investment areas.
What’s Eating Bonds?
In this post I look at how bond prices have reacted to recent Fed policy changes
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.