This monsoon season was almost exactly average with 5.8 inches of rain
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2023 Review: Sectors, Stocks & International
Homebuilders led the market in 2023 with 69% return, including 30% in the fourth quarter alone. Is housing market a total mess, you might wonder? Why, yes, it is, but homebuilder played it right last year keeping inventory low, pricing high and offering buydowns on all-important mortgage rates. Semiconductors and other tech stocks weren’t far behind largely driven by AI mania (Nvdia’s 240% return being case in point).
Tucson Monsoon – 2023 Update
After two big outliers in a row (2021 was 3rd wettest monsoon, 2020 was 2nd driest on record), 2023 followed last year as a comfortably “normal”.
FDIC – KEEPING YOUR CASH SAFE
As a follow up to Denis’ article about cash, and in light of the recent news involving bank failures, we thought it would be prudent to review how the Federal Deposit Insurance Corporation (FDIC) works and what it covers. The FDIC is an independent agency that was established by Congress with the goal of “maintaining […]
Why Not Just Stay Safe In Cash at 5%?
With minimal effort, we can get you a 4.5% in a money market fund or 5% on a 3 month CD. Where things get trickier is when people ask “why don’t I dump all my stocks/bonds and sit in cash at 5% until the market feels safe”?
Tucson Monsoon – 2022 Update
After two big outliers in a row (2021 was 3rd wettest monsoon, 2020 was 2nd driest on record), 2022 was comfortably “normal” (Exhibit 1). Exhibit 2 shows monthly rainfall in 2022 compared to Normal. We started off with a fairly good June, followed by pretty dry July (-51% compared to normal), a solid August (+42%) and a mediocre September (-39%).
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.
Tucson Monsoon – 2021 Update
After a historically miserable season in 2020, we went to the third best monsoon on record this year with 12.78 inches of rain.
Tucson Monsoon – 2020 Update
2020, true to form, gave us plenty to write home about on the weather front as well! Just a few unpleasant milestones from this summer in Tucson.
Arizona Vital Statistics With a COVID Twist
I’ve been following Arizona’s COVID numbers very closely and decided to do some analysis on the state’s baseline vital statistics to put this epidemic in perspective.