Jonathan V. Bever
Outlook 2023: Valuation Pendulum
Our Prediction On The S&P 500 for 2023 "If something cannot go on forever, it will stop," Herbert Stein. It has been so long since we...
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Jonathan V. Bever
- 5 min
Why the Fed Pivot is Metaphorically Immediate and Not a Process
One Page: One Piece of the puzzle #3. Federal Fund Rates “The term federal funds rate refers to the target interest rate set by the...
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Jonathan V. Bever
- 4 min
Inflationary Gap Getting the Genie Back in the Economic Bottle: Resetting GDP
Our topic will be the economic term "the inflationary gap." First, we will attempt to unpack this quote from Investopedia: An...
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Jonathan V. Bever
- 3 min
One-page: One-Piece of the Puzzle
While today’s headline CPI number is painfully high at 9.1%*. We want to point out this is a lagging indicator.
238
Jonathan V. Bever
- 9 min
A Return of the Bull 3: The Fed Has Very Little Room to Raise Rates
The inflation which looks crippling will roll over; when it does, it will be fast and furious. This blog covers Fulcrum's current thesis.
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Jonathan V. Bever
- 9 min
A Return of the Bull: Blog II
Investors ask what we expect the market to look like in the coming 12 months. This blog is our thinking behind this thesis.
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Jonathan V. Bever
- 10 min
China: part 1
Labor Inflation: Exported Baltic Dry Index: Unyielding debt limits: This is going to be a longer blog than usual; we are going to break...
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Jonathan V. Bever
- 5 min
Don’t cut down your retirement tree. Lumber bubble blog: Natural resource
We are experiencing something we have never experienced before. I am referring to the easy money coming out of the Fed Reserve bank. It...
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Jonathan V. Bever
- 11 min
Return of the Bull blog 1
Inflation and the Big Mac Negative yields Common-sense: Makes-sense: Non-sense. Using common sense, a few charts, discipline,...
321
Fulcrum Wealth Advisors
- 9 min
A return to volatility #7 – Goldilocks and the return of the bull: (neither too hot nor too cold)
Casey Stengel "Never make predictions, especially about the future." We will heed his advice. In the following pages, we are going to...
183
Jonathan V. Bever
- 11 min
A Return to Volatility #6
This is our 6th addition to the Return to Volatility. We will try to tie together some of the concerning issues over the last 2 years
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Fulcrum Wealth Advisors
- 2 min
SARS Coronavirus (COVID-19)
Fulcrum Wealth Advisors, like most firms, has been fielding many calls about this current market situation. Many people are asking about...
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Fulcrum Wealth Advisors
- 8 min
A Return To Volatility 2020 #5
Written by: Jonathan V. Bever Typically, a dollar today is worth more today than tomorrow (inflation), but what if a dollar is worth more...
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Fulcrum Wealth Advisors
- 10 min
The Very Big Picture
The very big picture: The long-term valuation of the market is commonly measured by the Cyclically Adjusted Price to Earnings ratio, or...
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Fulcrum Wealth Advisors
- 5 min
A return to volatility Part IV
Written by: Jonathan V. Bever It is now August; again, I find myself in Tokyo for a series of meetings. While I have friends here who are...
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Fulcrum Wealth Advisors
- 6 min
Return to volatility: Part III-Why?
Written by: Jonathan V. Bever This is a follow up blog the last blog, “Return to Volatility: Part II”. As I sit in a swank coffee shop in...
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Fulcrum Wealth Advisors
- 5 min
The Return to Volatility: Part II
Written by: Jonathan V. Bever Investing from the end of the diving board When I wrote a “Return to Volatility” last February, there was...
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Fulcrum Wealth Advisors
- 4 min
A tide in the affairs of men (Return to volatility #1)
Written by: Jonathan V. Bever There is a tide in the affairs of men, which taken at the flood, leads on to fortune. Omitted, all the...
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