Week Ended 12/28/18

Was that the bottom? One can never know the bottom of a bear market while it is happening.  A bottom can only be definitively identified post hoc with the benefit of hindsight and a demonstrated rally that is already in the books.  Thus, when I suggest that this might...

Week Ended 12/21/18

Dividend Engine is Going Strong While bear markets are uncomfortable they do not necessarily cause real harm unless one sells at the bottom.   In fact, they actually present opportunity to increase one’s income.  The S&P is crashing, REITs are crashing and the...

Week Ended 12/14/18

REITs have outperformed in the broader market selloff, in my opinion due to cheaper valuation going in and steady fundamentals.  There is still, however, some selling within REITs as the broader market selloff has increased the market’s reaction function.  Little news...

Week Ended 12/7/18

Goldilocks Jobs Number November added 155,000 jobs compared to a forecast of 198,000 and the unemployment rate remained unchanged.  This number is strong enough to indicate that the economy is still growing, but weak enough that it might soften the Fed’s approach to...