Monthly Newsletters in 2019

December Monthly Newsletter

New Market Highs Suggest a Classic ‘Blow-off Top’ May Be Underway After months of steep drops and cautious rallies, the stock market enjoyed fairly steady growth in November, with the…

November Monthly Newsletter

Bond-Based Strategies Can ‘Soften’ the Impact of Uncertainty in Many Ways In a year that has seen the stock market hit new record highs and experience record short-term drops, the…

October Monthly Newsletter

Is the Banking System’s Recent Liquidity Crunch a Potential ‘Iceberg’? For the most part, September was another month of nervous stability for the financial markets— until the very end. As…

September Monthly Newsletter

With the Yield Curve Fully Inverted, Is the Clock Ticking Toward Recession? After hitting new record highs in late July, each of the major stock market indexes started August with…

August Monthly Newsletter

More than Ever, Signs Point to Low Interest Rates as ‘The New Normal’ August kicked off with a flurry of market activity that included Wall Street’s worst day of the…

July Monthly Newsletter

As Summer Begins, Sideways Stock Market Remains Erratic as Ever As summer gets into full swing, things haven’t changed much in the financial markets. The yield curve is still inverted,…

June Monthly Newsletter

Don’t Let Renewed Market Turbulence Rattle Your Summer What a difference a month makes in today’s markets! As you may recall, in last month’s newsletter I reported that the S&P…

May Monthly Newsletter

Flat Yield Curve May Help Boost Stock Market Until Reality Hits In last month’s newsletter, I explained that the recent flattening of the yield curve might actually help the stock…

April Monthly Newsletter

Whether Intentional or Not, Fed’s Flattening of the Yield Curve is Bad News As regular readers know, I’ve been warning about the potential dangers of a flat yield curve ever…

March Monthly Newsletter

How Investing for Income is a ‘Permission Slip’ to Enjoy Retirement There’s a question that sometimes comes up regarding my income-based approach to retirement planning that I’d like to address…