This is the time of the calendar that makes for A LOT of content in writing form…. thank goodness no writers block (For the record it has occurred)
The complete article is on the way to the printer, but came out so good … thought we would preview it here in shortened form!
Ben Hunt on Narratives
Ben theorizes that words are used to shape our behavior and as such he and Rusty, his business partner have a goal to identify when such events are occurring.
This is NOT a Fact Check, and not meaning that you as the reader will disagree or agree with them, only alerting to the fact that there may be some persuasion occurring in the narrative
The Missionary Statement or Strong Direct Narrative
Ben and his partner theorized that Missionary statements once saved for Oval Office wartime speeches or the like are now used in part due to the way we consume our information by almost everyone, leading to an overload possibly of missionary or breaking news like headlines and narratives.
The possible effect of strong missionary statements or narratives, again Ben theorizes is that when there is the need for a very strong subject matter or narrative, if we are not careful we have become desensitized to things because of the possible dramatization of other headlines and narratives that it’s not taken serious.
Comments from the Grant Williams Podcast
In the Podcast Grant mentions something Ben brought to his attention that he uses to decipher his in take of information.
“Why am I reading this, and why am I reading it now?”
The gist of this is to be curious, or maybe slightly skeptical, but not pessimistic or negative, just having front of consciousness thought that maybe there is a slant or a narrative here that’s trying to persuade.
With Headlines being dramatic and very Negative during slowdowns, most notably very near the end of the slowdown…. a timely review!
Have a Great “Watch the Narrative Headlines” Day! Watch for the Newsletter Video for an Audio/Video/Podcast review of the article if you find it interesting!
John A. Kvale CFA, CFP
Founder of J.K. Financial, Inc.
A Dallas Texas based fee only
Financial Planning Total Wealth
Management firm.
$treet-¢ents 
Reviewing a Sept 23, 2020 Prior Post and FOMC Statement – “Inflation is the Enemy!”
Over the weekend (no jog as an early Saturday walk with dog through the local college campus garnered a huge stubbed toe from a protruding curb….cannot make this up … digressing) a long ago post about the FOMC and their main enemy entered the frontal lobe…
Our September 23, 2020 Post – Federal Reserve Enemy – Inflation
“The Fed, Economics, Interest Rates and Interest Rates Review Part 2 What would force the FEDs hand?
Posted on September 23, 2020 by John Kvale CFA, CFP | Leave a comment | Edit
Well covered in Part 1, here, the FOMC (Federal Open Market Committee) and Capital Markets also believe currently that interest rates will stay low for longer …. maybe we are hopeful they are both wrong (No maybe, we are!) but there is one word that we know the FOMC cannot allow to get out of control …
Inflation !
The original post goes on the talk about the expansion of the balance sheet and the lack of inflation at the current time.
Fast forwarding to today, the balance sheet is unwinding and there certainly are higher inflation numbers…
If the Fed sticks to it’s word, their fears may justify continued pressure to slow an already slowing economy!
Hang tight, we have your back, but bumps may be on the horizon!
Have a Great “Federal Reserve Replay” Day!
John A. Kvale CFA, CFP
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Posted in Market Comments, Investing/Financial Planning, Economy, FOMC
Tagged FOMC, Interest Rates, Inflation, Federal Reserve, Enemy, Inflation Enemy, slowing Economy