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Insights and Observations January 2022 Chartbook: A Month of Change

by Cliff Jarvis | Feb 18, 2022 | Economy, Investment Strategies, Trend Updates

2021 again was a year of mega-cap tech stocks showing some of the best return. Slowly, then suddenly in January, things changed. Big Tech started to crack. Value stocks started to wake up after a few years of underperformance and Energy stocks, after being mostly...

Insights and Observations December 2021 Chartbook: Does It Continue?

by Cliff Jarvis | Jan 26, 2022 | Economy

2021 was another year much like the last few. Mega Cap Growth stocks dominated with strong earnings amplified by their stock prices increasing faster than would be justified. In other words, the stock prices of Mega Cap Growth stocks continue to outperform their...

Insights and Observations October 2021 Chartbook: Diversifying in a Changing World

by Cliff Jarvis | Nov 30, 2021 | Economy

Insights and Observations June of 2020 began the summer of trauma from the COVID-19 pandemic and economic lockdown. During the following Fall and Winter, the resulting lock down hardened. Optimism was difficult. Then the cloud started to lift, modern medicine again...

Insights and Observations September 2021 Chartbook: They Do Not Match

by Cliff Jarvis | Oct 13, 2021 | Economy

Insights and Observations We continue to share a collection of charts with you that we hope you find relevant in understanding the current investment climate. This year marks an impressive economic recovery from last year’s COVID-19 pandemic and the resulting...

Insights and Observations August 2021 Chartbook: The Pandemic and the Economy

by Cliff Jarvis | Sep 20, 2021 | Economy

We continue to share a collection of charts that we hope you find relevant in understanding the current investment climate. This month’s Chartbook explores the extreme measures our government took to stabilize the economy through the COVID-19 pandemic lockdown....

Insights and Observations July 2021 Chartbook: Is It Different Now?

by Cliff Jarvis | Sep 8, 2021 | Economy

We continue sharing a collection of charts with you that we find particularly interesting. These charts identify investment and economic trends in the markets. The character of our economy has been changing for several decades. The 2008 financial crisis resulted in...
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