The Retired Investor/@theMarket http://www.iberkshires.com/blogs/Bill_Schmick? The Retired Investor/@theMarket Sat, 04 Jul 2020 06:20:39 EDT en-us @theMarket: Markets Celebrate Fourth of July http://www.iberkshires.com/blogs/Bill_Schmick?bid=4090 http://www.iberkshires.com/blogs/Bill_Schmick?bid=4090 Fri, 03 Jul 2020 10:43:00 EDT The continuing gain in jobs cheered equity markets on Thursday, just before the holiday weekend. Given the surge in virus cases in more than half of the United States at the same time, some investors were dumbfounded. They just don't get it.   The nation added 4.8 million jobs... The Retired Investor: Big Banks & Big Brother http://www.iberkshires.com/blogs/Bill_Schmick?bid=4089 http://www.iberkshires.com/blogs/Bill_Schmick?bid=4089 Wed, 01 Jul 2020 16:43:00 EDT It is an interesting time for bank stocks. In the aftermath of two federal regulatory actions last week, the money-center banks are becoming more public than private institutions.   First the good news. Federal banking regulators announced that they are relaxing provisions of the... @theMarket: The Virus Versus the Fed http://www.iberkshires.com/blogs/Bill_Schmick?bid=4088 http://www.iberkshires.com/blogs/Bill_Schmick?bid=4088 Fri, 26 Jun 2020 17:22:00 EDT Bulls and bears are in a tussle. Market averages reflect the battle that is moving stocks down, up, and then sideways throughout the week. It is a phase where investors are in a data-dependent mood and the data isn't all that good.   The bears are watching the COVID-19 cases... The Retired Investor: Corporate Debt & the U.S. government http://www.iberkshires.com/blogs/Bill_Schmick?bid=4087 http://www.iberkshires.com/blogs/Bill_Schmick?bid=4087 Fri, 26 Jun 2020 11:12:00 EDT The pandemic and its impact on the American economy required a drastic response from both the federal government and the Federal Reserve Bank. One of the most controversial, but necessary, steps taken by the Fed was to not only purchase private-sector debt, but implicitly guarantee that... The Retired Investor: Inflation, a Factor to Forget? http://www.iberkshires.com/blogs/Bill_Schmick?bid=4085 http://www.iberkshires.com/blogs/Bill_Schmick?bid=4085 Fri, 19 Jun 2020 00:12:00 EDT It has been a long time since we have seen a rise in the inflation rate of any magnitude. As a result, most investors have largely dismissed inflation as a near-term concern. But that doesn't mean we have vanquished this troublesome variable from the financial equation... @theMarket: Markets Fear New Virus Surge http://www.iberkshires.com/blogs/Bill_Schmick?bid=4080 http://www.iberkshires.com/blogs/Bill_Schmick?bid=4080 Sat, 13 Jun 2020 09:15:00 EDT Thursday happened to be one of the worst days for the market all year. Stock indexes dropped between 5-6 percent in the blink of the eye as the number of COVID-19 cases spiked higher in several states. Was that simply an excuse to sell, or should we be worried about a second... The Retired Investor: The Virus & the Stock Market http://www.iberkshires.com/blogs/Bill_Schmick?bid=4081 http://www.iberkshires.com/blogs/Bill_Schmick?bid=4081 Fri, 12 Jun 2020 11:19:00 EDT Once upon a time, the world suffered from a pandemic. The global stock markets collapsed. The world's labor force disappeared, and the economies in every corner of the world plunged. All seemed lost until one day, the virus mysteriously disappeared, and every one lived happily ever... @theMarket: Jobs Jubilee http://www.iberkshires.com/blogs/Bill_Schmick?bid=4079 http://www.iberkshires.com/blogs/Bill_Schmick?bid=4079 Fri, 05 Jun 2020 18:17:00 EDT A funny thing happened before the market opened Friday morning. Jobless claims, which were supposed to come in at a loss of 8 million, actually did the reverse. Investors were stunned when the Department of Labor announced a gain of 2.5 million jobs. That was cause to... The Retired Investor: Will Jobs Come Back Postpandemic? http://www.iberkshires.com/blogs/Bill_Schmick?bid=4078 http://www.iberkshires.com/blogs/Bill_Schmick?bid=4078 Thu, 04 Jun 2020 21:14:00 EDT As this week's job report looms ever closer, investors have become inured over data showing job losses in the multimillions. The present thinking among economists, strategists and politicians is that all these jobs will come back. The question is when.   Readers need to realize... @theMarket: The Market's Line in the Sand http://www.iberkshires.com/blogs/Bill_Schmick?bid=4076 http://www.iberkshires.com/blogs/Bill_Schmick?bid=4076 Sat, 30 May 2020 14:31:00 EDT Over the last two weeks, as Americans returned to work, the stock market climbed rapidly. It has now reached, and breached, an important historical technical indicator. If it can remain above it, investors will begin to believe that the worst is over.      The S&P 500...