April 2024 Newsletter – Access Struggles to AI and Energy in the Financial Sphere

Access Struggles to AI and Energy in the Financial Sphere By Vaughn Woods, CFP, MBA In the relentless rhythm of global economics, fossil fuels have historically served as the pulsating lifeblood, a critical element in the veins of our modern existence. Yet, an emerging force, artificial intelligence (AI), has swiftly elevated itself as an indispensable […]

March 2024 Newsletter

Navigating the Rapidly Evolving Economic Landscape: Rebalancing as a Portfolio Strategy Vaughn Woods, CFP, MBA The US stock market is on a whirlwind path, galvanized by the anticipated interest rate cuts from the Federal Reserve slated for later this year. While optimism surges through Wall Street, painting a bullish streak across the market, it’s an […]

February 2024 Newsletter

Navigating Stock Markets Through Presidential Election Cycles By Vaughn Woods, CFP, MBA   The political and financial worlds often collide, and nowhere is this more visible than in the lead-up to a presidential election. As the pressure cooker of the upcoming presidential election heats up, the stock market becomes a hotbed of speculation, mirroring and amplifying public […]

January 2024 Newsletter

Economic Peekaboo: Plunging Bank Reserves Unveil Potential Upswing? By Vaughn Woods, CFP, MBA   The New York Federal Reserve Bank recently noted in an article entitled “Dropping Like a Stone,” that the reserve requirement for banks is dropping. This is good for bank profits and borrowers. The steady decrease in reserve requirements follows a rapid […]

December 2023 – Newsletter Wave Theory and Cyclicality

Current Technical Analysis and Beyond Wave Theory and Cyclicality By Vaughn Woods, CFP, MBA Government spending is the direct cause of inflation. To offset inflation the Federal Reserve Board has driven the cost of capital sky high to slow the economy. The lag effect of this downward pressure has been a cloud hanging over investor […]

September 2023 – Newsletter

Will Resilience Continue Through 2025? By Vaughn Woods, CFP, MBA To slow inflation, the Federal Reserve Board is now threatening to raise interest rates again in November. Inflation is slowing…slowly. Economic resilience is surprising. S&P 500 company earnings have held up. More is expected for 2024. So, the Fed’s actions appear to have limited immediate […]

August 2023 Newsletter

Economic Cycle News Are we approaching the best or worst time to invest? By Vaughn Woods, CFP, MBA   Reminders of the Relationship Between Rates and Market Valuations   When interest rates go up and corporate earnings go down, it’s the worst time to invest. Conversely, when interest rates go down and earnings go up, […]

July 2023 Newsletter

Inflation, Risk, Reward, and the Transfer Mechanism Effect   Good news.  Inflation is slowing…slowly. Will slowly turn into too slowly? The data-dependent stock market has the answer.  Probably by November. Could it be that people holding low fixed-rate mortgages, strong post-pandemic consumer balance sheets and low unemployment are pushing back against the Fed’s strategy to […]

June 2020 Newsletter

Our Heterodox Presidential Administration and Recession President Joe Biden and his administration have immense power to influence the economy. Therefore, as is the case with all presidential power, if the President’s economic policy (mainstream or not) delivers the goods, a second term may be forthcoming. Choose the wrong economic policy, however, and you are likely […]