fall client appreciation october 2019
Thank you to everyone who … READ MORE
This month, Jason Weaver discusses China slowdown, global recession and negative interest rates. China has been the single largest contributor of economic growth over the past several years. Currently, their economic data is pointing to a significant slowdown. Historically, 3% was used as a threshold for a global recession. Bloomberg’s global GDP tracker shows that expansion has slowed about a 2.2% growth in the third quarter.
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.