Market Insights

Bi-MONTHLY MARKET ANALYSIS & ECONOMIC UPDATES August 3, 2023 The Roaring 20’s 2.0 Something happened November 30, 2022 that now has Wall Street analysts predicting the return of the “Roaring 20’s”. That something that occurred last November 30 was the launch of AI chatbot ChatGPT for public use. Even though it has only been eight months, the … Continue reading “Bi-Monthly ERPE Excerpts for August 3, 2023”

John Gardner, CFP®, CPM® is happy to announce his podcast – The Market Monthly. This monthly podcast is a review of the market’s highlights in the month just past and insights of the market for the month ahead. You can listen to it now on Buzzsprout. Hope you enjoy the May Market Monthly. Your Link … Continue reading “The Market Monthly Podcast JULY 2023”

Bi-MONTHLY MARKET ANALYSIS & ECONOMIC UPDATES July 20, 2023 Promises and Perils of AI At least for now, the most widely used AI (artificial intelligence) tool is ChatGPT. Soon after its release last November by San Francisco-based Open AI, it became the fastest-growing app ever, taking only two months to reach 100 million users. For … Continue reading “Bi-Monthly ERPE Excerpts for July 20, 2023”

ERPE EXCERPTS Bi-MONTHLY MARKET ANALYSIS & ECONOMIC UPDATES June 8, 2023 The Passing of a Legend March 25, 1933 – May 28, 2023 I am lucky to have started my professional career when I did nearly 40 years ago, in 1984. Perhaps the greatest investors of all time were doing their best work, leading by example, … Continue reading “Bi-Monthly ERPE Excerpts for June 8, 2023”

John Gardner, CFP®, CPM® is happy to announce his podcast – The Market Monthly. This monthly podcast is a review of the market’s highlights in the month just past and insights of the market for the month ahead. You can listen to it now on Buzzsprout. Hope you enjoy the May Market Monthly. Your Link … Continue reading “The Market Monthly Podcast MAY 2023”

ERPE EXCERPTS Bi-MONTHLY MARKET ANALYSIS & ECONOMIC UPDATES May 18, 2023 Debt Default Debate Partisan Talks to Get a Debt Deal Done Yogi Berra said, “It’s like déjà vu all over again.” Today’s temperature-rising debates over our country’s debt ceiling would likely spur Yogi to repeat that quote. “Here we go again” is the first … Continue reading “Bi-Monthly ERPE Excerpts for May 18, 2023”

ERPE EXCERPTS Bi-MONTHLY MARKET ANALYSIS & ECONOMIC UPDATES May 4, 2023 No Cause for Pause… 10th Fed Rate Hike No pause, at least not yet. The FOMC, the Federal Reserve’s interest rate hike machine, raised rates again yesterday by another quarter point. This was the 10th consecutive interest rate hike since March of last year (including … Continue reading “Bi-Monthly ERPE Excerpts for May 4, 2023”

John Gardner, CFP®, CPM® is happy to announce his podcast – The Market Monthly. This monthly podcast is a review of the market’s highlights in the month just past and insights of the market for the month ahead. You can listen to it now on Buzzsprout Hope you enjoy the April Market Monthly. Danville, Ca. … Continue reading “The Market Monthly Podcast APRIL 2023”

ERPE EXCERPTS Bi-MONTHLY MARKET ANALYSIS & ECONOMIC UPDATES April 20, 2023 Warren’s Wisdom… “A peek behind the curtain.”   In the Chairman’s Letter to the Shareholders from Mr. Warren Buffett, dated February 25, 2023, Mr. Buffett offered “a peek behind the curtain.” While reading the letter to shareholders in the recently issued Berkshire Hathaway, Inc. 2022 … Continue reading “Bi-Monthly ERPE Excerpts for April 20, 2023”

ERPE EXCERPTS Bi-MONTHLY MARKET ANALYSIS & ECONOMIC UPDATES April 6, 2023 Don’t Realize the Unrealized A look back at the Covid Crash A loss in an investment is not a real loss until you make it real by “realizing” it by selling. Until then it is “unrealized”, or only a loss on paper; you see … Continue reading “Bi-Monthly ERPE Excerpts for April 6, 2023”