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Fulcrum Wealth Advisors
2 min read
Navigating Retirement: Understanding Currency Strength and Your Investments
Explore how Japan’s currency trends offer crucial lessons for robust retirement planning.
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Jonathan V. Bever
2 min read
Rising Sun: Nikkei 225's Historic Economic Climb
Japan's Nikkei 225 at an all-time high since 1989. A strategic investment moment for mature investors with market savvy.
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Jonathan V. Bever
15 min read
Outlook 2024: A Return of the Bull blog: Dorothy, Kansas, Silver Shoes, and the Yellow Brick Road. Are there dangers in a gold standard?
Our recent economic update covers Federal Reserve policies, market trends, and investment strategies to optimize your portfolio.
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Jonathan V. Bever
17 min read
Japan Blog II – Can a Strengthening Currency Bring a Recession? Imagine: Nikkei 225
Explore Japan's economic resurgence as it battles inflation and deflation, amid a weakening Yen and strengthening dollar.
680
Jonathan V. Bever
9 min read
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 read
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...
370
Jonathan V. Bever
4 min read
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 read
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.
288
Jonathan V. Bever
9 min read
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.
413
Jonathan V. Bever
9 min read
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 read
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...
381
Jonathan V. Bever
5 min read
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 read
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,...
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Fulcrum Wealth Advisors
9 min read
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...
224
Jonathan V. Bever
11 min read
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
139
Fulcrum Wealth Advisors
2 min read
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 read
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 read
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 read
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 read
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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