This month, Jason Weaver discusses economic indicators, the Federal Reserve toolbox, GDP and the consumer.
This month Jason Weaver discusses the bond sectors, consumer confidence and inverted yield curve. There are various bond cycles. here are: US Government Bonds including treasury, TIPs and agency. Mortage bonds include Pass-Thru, CMO and ARMs. Credit bonds include US Corporate, Asset Backed, Convertible, Municipal and Inflation Protected.
Nature intended for you to have a break during summer, when food and warmth are abundant. But now as fall starts, the end of the year approaching starts to enter our minds. Autumn is a time for re-focusing on the tasks and work at hand, or figuratively speaking, “back to school” time.
This month Jason Weaver discusses the Fed Policy, inflation components and asset class correlation. The Fed has been the primary driver of asset prices in 2019. The basic mandate is price stability (measured in inflation) and full employment. So, what is going on with the Fed? If you look back to July of 2018, the economy was doing very well. Inflation moved up to about 2.5-3.5% by October.
This month, Jason Weaver discusses demographics, GDP and debt levels. He also gives an update on the business cycle. If you look at real GDP in the United States, the real GDP is net of inflation. This peaked around the 70's and 80's, with the baby boom generation.
It is our mission to create a community of confident, informed, and inspired retirees, and as we looked around last night, we were really grateful to see the Weaver Community embodying just that. Thank you to all of you who came, and shared your Thursday evening with us.
This month, Jason Weaver discusses late cycle, market capitalization and dividends. Late cycle breaks down into four phases: early cycle, late cycle, mid cycle and recession. Generally speaking, the wall street consensus is that the U.S. Economy is in late cycle. Characteristics are economic growth, profit margins, sales and high stock market multiples.
When I think of transformations, I picture a cocoon turning into a butterfly. The metamorphosis into a beautiful butterfly requires a process that every butterfly has to go through. But, when I think of this process in humans, I don’t think of it in terms of appearance but rather in the mind. A human transformation starts as a thought, and to gain traction, it finds its way into your heart and soul.
Tonight I hosted the 6th official call. We had 8 students on the line so we got right into the economic data. On Wednesday, the FOMC announced it’s monetary policy and they kept the Federal Funds rate steady @ 2.25-2.50%. Their dovish comments sent bond yields diving.
Tonight I hosted the 5th official call on our series of conference calls. We had 7 students on the line tonight. From our previous call, I asked them to research an “internet of thing” stock. We decided to buy Google stock. From that call until today, one of the students texted me several ideas on cyber security stocks that appeared very compelling.