Signal From Static: Inflation Fears Roar Back (in the Discourse, That Is) January 30, 2023 Investing CPI, Dan Wiener, inflation, Supercore, transitory When inflation is high or there's turmoil in the markets, pundits pushing gold yell louder, ignoring the disadvantages of investing in gold. Read Morekeyboard_arrow_right
Signal From Static: Disadvantages of Investing in Gold January 9, 2023 Investing Dan Wiener, gold When inflation is high or there's turmoil in the markets, pundits pushing gold yell louder, ignoring the disadvantages of investing in gold. Read Morekeyboard_arrow_right
Same Market Challenges in 2023? January 6, 2023 Weekly Update Andrew Busa, Dan Wiener, gold, inflation, Jeff DeMaso, Weekly Update We are operating on the belief that many of the same market challenges that defined the last half of 2022 remain paramount today.Read Morekeyboard_arrow_right
New Year, Same Market Challenges? January 5, 2023 Weekly Update Andrew Busa, Dan Wiener, gold, inflation, Jeff DeMaso, Weekly Update We are operating on the belief that many of the same market challenges that defined the last half of 2022 remain paramount today.Read Morekeyboard_arrow_right
Signal From Static: What Happens to Stocks During Recessions? December 19, 2022 Economy and the Markets Dan Wiener, recession, stock market If we are headed for a 2023 recession, then this will be a very atypical period given that stocks have been falling over the past year.Read Morekeyboard_arrow_right
Has the Inflation Tide Turned? December 16, 2022 Weekly Update Andrew Busa, Dan Wiener, inflation, Jeff DeMaso, recession, Weekly Update It looked like the worse of inflation was over, sparking a global rally for stocks. Then Fed Chair Powell had his say.Read Morekeyboard_arrow_right
Has the Inflation Tide Turned? December 15, 2022 Weekly Update Andrew Busa, Dan Wiener, inflation, Jeff DeMaso, recession, Weekly Update It looked like the worse of inflation was over, sparking a global rally for stocks. Then Fed Chair Powell had his say.Read Morekeyboard_arrow_right
Will China Break the Supply Chain? December 1, 2022 Weekly Update Dan Wiener, inflation, Jeff DeMaso, supply chain, taxes, Weekly Update Stocks fell for three days running as investors worried the global supply chain could break again due to protests in China.Read Morekeyboard_arrow_right
Will China Break the Supply Chain? November 30, 2022 Weekly Update Dan Wiener, inflation, Jeff DeMaso, supply chain, taxes, Weekly Update Stocks fell for three days running as investors worried the global supply chain could break again due to protests in China.Read Morekeyboard_arrow_right
Signal From Static: The 60/40 Is Dead. Long Live the 60/40. November 28, 2022 Economy and the Markets 60/40 approach, Dan Wiener, portfolio allocation The 60/40 portfolio (60% stocks, 40% bonds) is dead. Or at least that’s the assumption given all the media hype.Read Morekeyboard_arrow_right
A Rocky Road for Retail Sector Risks? November 25, 2022 Weekly Update Dan Wiener, Diana Linn, inflation, Jeff DeMaso, medicare, retail sales, stock market, Weekly Update For investors who didn’t go overboard or simply ignored the hype, the crypto crash's impact is minimal and self-contained.Read Morekeyboard_arrow_right
A Rocky Road for Retail Sector Risks? November 23, 2022 Weekly Update Dan Wiener, Diana Linn, inflation, Jeff DeMaso, medicare, retail sales, stock market, Weekly Update For investors who didn’t go overboard or simply ignored the hype, the crypto crash's impact is minimal and self-contained.Read Morekeyboard_arrow_right