Tag Archives: Mauldin

May 2021 Financial Planning and Capital Market Review – By John Kvale

Hello and Welcome to our May 2021 Financial Planning and Capital Market Update!

If you are too busy to read, feel free to listen as we describe our post and thoughts in friendly podcast audio format as well as Video!

Newbies –

We like to articulate our thoughts and review on a Monthly basis our Financial Planning Tips, Capital Markets and current events!

Hope you enjoy!

May 2021 Video

YouTube

Financial Planning Tips

Preparing to Hit the Sky Again

In this Break In Moment Post, an executive of the company Fligence reached out with regards to our fun TSA Posts through the closure of the country.

Their neatly designed website can be a very handy item for determining your possible time needs and delays as well as neatly follow our country to reopening at full speed.

Capital Market Comments

Inflation or No Inflation

In doing writings, I try to approach each article with a clear mind and head, especially if the post is heavy ….

Many times I try to completely forget the article or post from maybe just a week before….

Good News…. the Month of May was a success in clearing my mind as I accidentally pounded everyone over the head with Inflation stuff…..

My apologies, but it coming at us from so many directions made it top of mind….

At the Berkshire Hathaway meeting post, starring Warren Buffett and Charlie Munger, Inflation was all the chatter and a huge concern for them.

Then Here in our Jolts – job opening Post we looked at how there are tons of jobs to be had –

Here in our Favorite Dallas Federal Reserve Chair post, Robert Kaplan – Sooner rather than later, worries inflation may be coming if we stay too low on interest rates…

Lastly in this verbal tug of war post between Jim Bianco and Lacy Hunt, they could not more disagree very emphatically.

Time will tell who is correct in their thinking!

Have a Great Day, Talk to You at the End of June!

John A. Kvale CFA, CFP

Founder of J.K. Financial, Inc.

A Dallas Texas based fee only

Financial Planning Total Wealth

Management firm.

jkfinancialinc

street-cents

Making Lemonade from Lemons … Virtual Conference Notes …. A Conference Passed on for Over a Decade … Meet Ian Bremmer AGAIN

Choosing not to attend a conference held by John Mauldin for over a decade, due to travel constraints, cost, and bad timing of the conference, this year his big conference of the year went virtual and the price dropped by a two thirds.

Not only because the above, but with a total of 42 speakers and counting, slides and transcripts along with a downloadable MP3 of each speakers talk, Lemonade from lemons occurred, and we signed up.

With over 40 hours of information, we plan on dedicating much if not all of our coming Newsletter to reviews of the speakers … the goal of the conference is to look into the future for “Economic Risks, Challenges and Opportunities in a Post Covid 19 World

Meet Ian Bremmer AGAINIan_Bremmer_headshot

Back in 2016 at a national conference (live, in person) we first crossed paths with Bremmer  (a stand out thinker and Political Scientist)  and wrote about his comments on the then coming election here.

Fast forward to today, and here are a few bullets from his virtual talk we found interesting.

  • Taking 10% out of the Economy now may not feel as bad as times before since we are wealthier now.
  • Maybe this is the crisis needed to really make some big items change.
  • Unilateralism, not isolation. I.e. Canada, US, Mexico will become more connected unilaterally.
  • Will we have a new global order? Nah, just an acceleration of what was happening anyway.
  • Could this be Goldilocks Economy – Yes because this Crisis could bring GEO Political institution updates –
  • GEO Politics are cyclical, just like Economies.

Look for more details, as mentioned above in the coming Newsletter…. but you get the gist… some good stuff!

Have a Great “Bremmer Future Forecast” Day!

John A. Kvale CFA, CFP

Founder of J.K. Financial, Inc.
A Dallas Texas based fee only
Financial Planning Total Wealth
Management firm.
jkfinancialinc
street-cents