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2022 Review: Sectors, Stocks & International

Posted January 20, 2023 by Denis Smirnov

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

Posted January 9, 2023 by Denis Smirnov

Reviewing major stories of 2022 and how they affected the major asset classes, as well as various bond types

Market Update 09/29/2022

Posted September 29, 2022 by Denis Smirnov

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?

Posted August 30, 2022 by Denis Smirnov

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

Posted July 21, 2022 by Denis Smirnov

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?

Posted May 25, 2022 by Denis Smirnov

In this post I look at how bond prices have reacted to recent Fed policy changes

What’s the Fed up to These Days?

Posted April 21, 2022 by Denis Smirnov

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: Sectors, Stocks & International

Posted January 14, 2022 by Denis Smirnov

In a major change of leadership, energy, real estate and financials had a phenomenal year. On the bottom of the table we have gold miners (gold price dropped in a high inflation year), biotech and internet which slowed down after years of torrid growth.

2021 Review: Significant Events and Major Asset Classes

Posted January 11, 2022 by Denis Smirnov

Reviewing major stories of 2021 and how they affected the major asset class performance

Do Market Fundamentals Support Price Run-Up?

Posted September 23, 2021 by Denis Smirnov

Strong recent returns ARE a combination of earnings growth (expected to remain robust in the next few quarters as shown in Exhibit 2) and investors’ willingness to pay more for each dollar of those earnings (likely helped by Fed policies and lack of attractive alternatives).

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