January 2023 Newsletter
Hedging in a Changing World The world is witnessing a great power conflict between the United States and China. The winner of the conflict, especially
December 2022 Newsletter
A Bit of Christmas Hope Based Upon Fundamental Evidence and Cyclicality The consensus view on Wall Street is that the Fed may raise interest
News From the Front Lines of Investment Decision Making
News From the Front Lines of Investment Decision Making By Vaughn Woods, CFP, MBA By mid-2022, bond sellers outstripped bond buyers 62% to 38%.
November 2022 Newsletter
Group Think By Vaughn Woods, CFP, MBA A new bull market is often seen as a sign of economic recovery and renewed confidence. And there
Non-Embedded Inflation, Fed Actions and Market Pathology
The Recent Past Remember the great recession of 2008? Well, after almost a decade of supporting the securities markets (stocks and bonds) with independent monetary
Sovereign Debt Levels, The World Bank, Food, Inflation, Recession and Confidence
Sovereign Debt Levels, The World Bank, Food, Inflation, Recession and Confidence By Vaughn Woods, CFP, MBA According to David Malpass, President of the World
September 2022
September Newsletter Much of what I write about has to do with economic cycles…for a reason. It affects everyone sooner or later and markets
August 2022 Mewsletter
Cloud Computing Industry In 1956, then U.S. Vice President Richard Nixon, under President Dwight D. Eisenhower, told Soviet First Secretary Nikita Khrushchev that the
July 2022 Newsletter
Oil. Oil. Oil. Sometimes I write articles to you about the immediacy of current and future trends in the stock and bond market. However,
OK, Investor: What Do You Want
OK, Investor: What Do You Want? What do you want? Yes, you want the market to engage in a ferocious upside rally, but that
May 2022 – Newsletter
Inflation, International and Domestic Threats and Investment Strategy By Vaughn Woods, CFP, MBA The United States is now facing one of the greatest
April 2022 – Newsletter
Guns or butter? Inflation or standard of living? Ukrainian cities continue to suffer Russian bombing even as Russian officials are thought to be behind the