Stock Talk

The banking deposit episodes with Silicon Valley Bank et al reveal an uncomfortable truth. Investing is hard and every investment decision we make has to factor in risk. Also there are events that are out there that will come out of nowhere. The so called Black Swans events.

After the SVB and Credit Suisse debacles, I've been asking myself, "What Else is Out There?" In this take I share a few possible Black Swan events that could impact our investing decisions. Some are near by and some are far out. As investors it's important that we stretch our thinking and explore all possible scenarios as we make decisions.

Deconstructing the Silicon Valley Bank demise.

What happened?

What are the impacts?

As investors how do we move forward?

How realistic is the Central Bank inflation target of 2% and what's the impact to going hard core on higher interest rates to get there?

Some takes.

Money shaming time!!!

In The Loop - Take 7

Aman Raina - Sage Investors

Money shaming time!!!!

Breaking News!

Latest inflation data is out...a quick breakdown.

Food inflation is everywhere. In the grocery stores and definitely in the restaurants, where the sticker shock is quite striking. The good and bad of it.

A look back at a horrible year in investing in 2022 and are we heading for an instant replay in 2023?

THE goto indicator for where economy is going and another indicator that isn't getting much chatter these days.

Some quick takes on China reopening and the ongoing tension between stock markets and central banks.

FedEx has been known to be a bellweather stock for the economy. If the economy is indeed slowing down then FedEx will be the first to show it. The stock has been taking a hit, so I thought this may be good time to take a look at it. In this episode I walk through my thought process that led me to buy shares in FedEx.