“”With the recent Fed rate hike, the clock has started ticking. There is no previous period where Fed rate hikes did not lead to a crisis, recession, or bear market.”” Monday March 28 With the anticipation of a RECESSION later this year, we are evaluating how to best reduce exposure to the Core Portfolio equity […]

March 25 2022 We continue to buy Treasuries and will start to purchase LONGER DATED issues. Linked below is an article that was published this morning: Surge In Bond Yields Says It’s Time To Buy Bonds A clarification from our post earlier this week: we said you will get your money back upon maturity of […]

March 22, 2022 “”As shown, during previous periods where the inflation spread was positive, and the Fed was hiking rates, such preceded either a recession, bear market, or a crisis.”” realinvestmentadvice.com Last week we mentioned our expectations that SPY would head higher to 440. And this did occur altho faster than we anticipated. We still […]

 As legendary billionaire businessman and investor John D. Rockefeller said: Do you know the only thing that gives me pleasure? It’s to see my dividends coming in. Mar 17 2022 A reminder to sign up for Trump’s new social media app: TRUTH Social We are placing some Buy Limit orders on some starter positions, around […]

March 4 2022 The markets are telling us to expect a recession later this year. As retirees with income preservation of upmost importance (like us), you have to consider the amount of exposure to the financial markets. Russia, insane inflation, lower earnings, and the eventual invasion of Taiwan by China are primary worries. We expect […]

March 11 2022 As clarification on the post yesterday, we are buying individual Treasuries, NOT Treasury funds. “Individual” Treasuries mature at full value, meaning you get your money back plus the yield. Of course, the prices can change up and down during the period of holding. Investors seeking SAFETY will be interested in Treasuries. Speaking […]

March 10, 2022 We have been holding significant amounts of cash, as discussed in previous posts. With yields of around zero in money market accounts, it is time to make adjustments. As you may know, markets are taking another dump today. We are starting to buy 9 month Treasuries, with yield at maturity of 1.07%. […]

March 8 2022 If the Ukraine/Russia war does not change, we are heading into recession. Who would have thought we would be in this horrible situation, just a few months back. Hindsight is 20/20 and we should have been selling back in January. This shit show reminds us of the 2008-2009 stomach churning disaster. But […]

March 4, 2022 Based on two momentum indicators that we follow, we are NOT expecting gains in stocks near term: altho ‘everyone’ is anticipating stock markets to head higher when the Fed raises rates in Mid March. With the horrific Russian/Ukraine situation seemingly getting worse, we are just watching. Hold all positions. BUT as retirees […]

March 2 2022