Why October can be a Bumpy Month … Halloween? No
Spooky October Reasoning
Category Interest Rates
Q4 2022 J.K. Financial, Inc. Newsletter … Slowdown Time to Clear, Ben Hunt Narratives, Peter Zeihan Global thoughts … Video Audio Podcast Review ! By John Kvale CFA, CFP …
Q 3 2022 J.K. Financial, Inc. Newsletter, All about Positives
Analyzing the Federal Reserve’s Balance Sheet … Interesting Analysis of MBS … Big Purchases … Big Sales
Fed gobble a lot of MBS during last purchase cycle
Hill Street Blues Reminder … Let’s be Careful Out there … Slowdown Refresher – Lengthy and Contra Bounces …
Staying Careful Hill Street Blue's style
July 2022 Financial Planning and Capital Market Review – Back to Basics Tax Return PLANNING – Legacy Health Coverage – Feds Pickle – Yield Curve Inverts – By John Kvale CFA, CFP
July 2022 Review - Tax Planning -Legacy Health Options - Recession - Pickle
Fed Raises Rates and then heads home for some R&R for over two months … Last Friday of July … Going Fast …
Fed Raises and then has two months off
Why the Fed may be in a Pickle! CPI Inflation Hot … But Economy Slowing … According to Feds Own Research
Fed Pickle Situation
Bond Market Beats its Chest … Invertedly/Upside Down Yield Curve …. R – Word Predictor (Recession)
Yield Curve Inverts Sharply, R-Word Predictor
Bond Market Beats it’s Chest (Yield Curve Inversion) … Hot CPI gets a Yawn … Summer Doldrums ?
Summer Friday - Enjoy
Second Quarter 2022 Review, Half Way Point, All about the Fed
Second Quarter 2022 Review