The Federal Reserve is tightening and traders are fighting the Fed. That’s never turned out well for traders or those who chase. I am focused on growth, value and quality while holding an oversized portion of cash on hand.
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Post Tagged with: "ETFs"
Q2 2022 Quarterly Outlook & Game Plan
Please see my quarterly market outlook and game plan. This quarter we discuss the Fed tightening process. Sign in to read. Create a profile if you do not have one. Please see my terms and conditions in the About section.
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Kirk’s Crystal Ball Into 2022
My annual “futile forecasts.” The most important thing about forecasting and predictions is that it can help you prepare for various scenarios.
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2021 Outlook
Each year I write my “futile forecasts” for the coming year. The idea behind “futile” is that most forecasting gets looked at the wrong way. It’s not about getting some number right at the end of the year It’s about navigating change. Register to read.
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Quarterly Outlook & Game Plan (April 2020): Coronavirus, The Economy And Investing
Coronavirus is going to have lasting impacts on society and investing. We must have caution, but not be afraid. Register to read.
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Freedom From OPEC Is Getting Much Closer
The price of producing solar and wind energy is now about equal to the price of gas and coal. This excludes all the clean-up and pollution costs of gas and coal. It is clear that the fossil fuel age has entered its end game.
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2010 A New Decade of Crossing Mountains
The Great Recession born of The Financial Crisis is lingering in many parts of America and the world. Investing will take perseverance and a forward looking approach. There will be more corrections, but we must try to use that volatility to our advantage. To that end, technology and eventually, clean energy, will be major secular trends to embrace.
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2009 Letter: 2008 Was A Whale of a Year
Beginning in 1999 and culminating in 2006, credit became very easy to attain. Credit had in fact been pretty easy by historical standards since the middle 1980s, but in 1999 became very easy, and eventually, easy to the point of being silly in 2005 and 2006. There is enough blame to go around as to why credit loosened up to the point of absurdity, but in general it was the politicians, banks, investment banks, shadow banks and the Federal Reserve who are mostly at fault.
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