The Retired Investor/@theMarket http://www.iberkshires.com/blogs/Bill_Schmick? The Retired Investor/@theMarket Sat, 17 Apr 2021 23:29:01 EDT en-us The Retired Investor: A Highway of Opportunity http://www.iberkshires.com/blogs/Bill_Schmick?bid=4170 http://www.iberkshires.com/blogs/Bill_Schmick?bid=4170 Thu, 15 Apr 2021 16:12:00 EDT Most Americans seem excited and hopeful about the prospects for the Biden Administration's infrastructure plan. Local politicians as well as their construction buddies are salivating at the possible promise of getting their share of this multi-trillion-dollar prize. But looking beyond the... @theMarket: Stocks Grind Higher as Bond Yields Retreat http://www.iberkshires.com/blogs/Bill_Schmick?bid=4169 http://www.iberkshires.com/blogs/Bill_Schmick?bid=4169 Fri, 09 Apr 2021 15:56:00 EDT April is usually a good month for markets. Historically, it is one of the three best months of the year for equities. We all know what happens in May ("sell in May and go away") but we will worry about that later.   Over in the bond market, the bond vigilantes may have... The Retired Investor: Water Becoming a Rare Commodity http://www.iberkshires.com/blogs/Bill_Schmick?bid=4168 http://www.iberkshires.com/blogs/Bill_Schmick?bid=4168 Thu, 08 Apr 2021 18:00:00 EDT America is running out of water. During the next 50 years, the nation could see its fresh water supply reduced by one third. But if you think that's a problem for the next generation, you are wrong. This year alone, as many as 83 out of 204 U.S. water basins could begin to feel the brunt of... @theMarket: Spring Has Sprung in the Markets http://www.iberkshires.com/blogs/Bill_Schmick?bid=4167 http://www.iberkshires.com/blogs/Bill_Schmick?bid=4167 Sat, 03 Apr 2021 11:53:00 EDT New highs on the S&P 500 Index this week gave the bulls more ammunition to forge ahead. Leading the charge were clean energy, infrastructure, and technology stocks. Is this the start of another leg up for the equity averages?   Credit for the advance, in my opinion, was the... The Retired Investor: Will Infrastructure Spending Boost Clean Energy Stocks? http://www.iberkshires.com/blogs/Bill_Schmick?bid=4166 http://www.iberkshires.com/blogs/Bill_Schmick?bid=4166 Fri, 02 Apr 2021 13:21:00 EDT Renewable energy stocks were all the rage last year. This year, however, not so much with clean energy funds taking hits of between 25-50 percent. Will President Biden's proposed $2.25 trillion infrastructure bill breathe new life into this sector?    President Biden ran on... @theMarket: Cross Currents Confuse Investors http://www.iberkshires.com/blogs/Bill_Schmick?bid=4165 http://www.iberkshires.com/blogs/Bill_Schmick?bid=4165 Sat, 27 Mar 2021 12:42:00 EDT You would think that with a $1.9 trillion spending package, an increasing rate of coronavirus vaccinations, and a potential $3 trillion infrastructure package waiting in the wings, the market would be at record highs. That it is not should tell you something about the indecision plaguing... The Retired Investor: Cannabis Catalysts Coming Soon http://www.iberkshires.com/blogs/Bill_Schmick?bid=4164 http://www.iberkshires.com/blogs/Bill_Schmick?bid=4164 Fri, 26 Mar 2021 12:39:00 EDT Last week, a bipartisan slate of U.S. Senate co-sponsors introduced the Secure and Fair Enforcement Banking Act (the SAFE Act) that would allow the cannabis industry to tap the federal banking system. If passed, this could be a game changer for marijuana companies.   The SAFE Act... @theMarket: Rising Rates Create Headwinds for Stocks http://www.iberkshires.com/blogs/Bill_Schmick?bid=4163 http://www.iberkshires.com/blogs/Bill_Schmick?bid=4163 Fri, 19 Mar 2021 16:36:00 EDT The saga of rising interest rates in the long end of the U.S. Treasury market continued this week. Investors, fearing runaway inflation, sold both bonds and stocks. Will the selling continue, or Is this a buying opportunity?   It depends upon which asset class we are talking about.... The Retired Investor: Food Scarcity in a Nation of Obesity http://www.iberkshires.com/blogs/Bill_Schmick?bid=4162 http://www.iberkshires.com/blogs/Bill_Schmick?bid=4162 Thu, 18 Mar 2021 16:10:00 EDT Thirty-three percent of adults are obese, while ten percent of households with children are facing a food crisis. This is happening together, at the same time, in the same place — America. How can this be?   During the height of the pandemic, if you recall, the media featured... @theMarket: Tech Stocks Rise From the Dead http://www.iberkshires.com/blogs/Bill_Schmick?bid=4161 http://www.iberkshires.com/blogs/Bill_Schmick?bid=4161 Fri, 12 Mar 2021 16:44:00 EST The large cap technology sector bounced back this week as bond yields fell. It is a see-saw market filled with several cross-currents. But if you want to know where stocks are going, keep your eyes focused on the U.S. Ten-Year Bond yield.   In my last column, I explained how rising...