Facts: Unemployment rose to 4%. The S&P 500 posted a modest gain of 0.6%. PMI, again, posted another stellar month of expansion, with the index reading 60%. The 1st estimate for 2018’s 1st quarter’s GDP was revised down to 2%. And the 2017 4th quarter final number was lowered to 2.9% To read the rest of this month’s
Facts: Unemployment dropped even further, to 3.8%. The S&P 500 posted a solid 2.41% gain. PMI, again, posted another stellar month of expansion, with the index reading 58.7%. The 1st estimate for 2018’s 1st quarter’s GDP was revised down to 2.2%. Assessment: The Unemployment report is almost too exciting. These levels are flirting with employment levels not
Facts: Unemployment dropped to 3.9%. Unemployment hasn’t dropped below 4% in 18 years. The S&P 500 posted a paultry gain, up 0.38%. PMI, again, posted another month of expansion, with the index reading 57.3%. The 1st estimate for 2018’s 1st quarter’s GDP was 2.7%. Assessment: The Unemployment report is pretty cool. It’s been 18 years since employment
Facts: The S&P 500 had ANOTHER drop of 2.55%. PMI, again, posted another solid month of expansion, with the index increasing to 59.3%. The 3rd estimate for the 4th quarter’s GDP was increased to 2.7%. Unemployment was stable at 4.1%. It’s been at 4.1% for 5 months. Assessment: Although the S&P losses over the past two
March 12, 2018 Facts: The S&P 500 had a HUGE drop of 3.7%. PMI, again, had explosive growth, up almost a full percent from last month to 60.8%. The 2nd estimate for the 4th quarter’s GDP is 2.5%. Unemployment was stable at 4.1%. It’s been at 4.1% for 4 months. Assessment: If we could ignore
February 12, 2017 4:22 am Published by Stephen Zelcer Facts: Signs were split this month. The S&P 500 gained close to 1%. The three month return was a hefty 7.95%! PMI had a whopping increase to 56.0, from 54.7. This is the first time PMI has broken 55 since November 2014. GDP growth for the 4th quarter
Here’s the scoop for the month of June! Once again, the environment is favoring stock investing. I certainly hear the nay-sayers that are concerned for a “correction,” but I don’t rely on a hunch. I rely on data. All four of the economic indicators have improved this month, again. If I see the economy “correcting”
May 15, 2017 2:29 pm Published by Stephen Zelcer Alrighty! The May TSP Planning Report is out! Once again, the environment is favoring stock investing. C fund and S funds are looking good. Even the I fund shows signs of normalcy. So, Take a look at some of the more aggressive portfolios. You may be surprised to
April 27, 2017 7:38 am Published by Stephen Zelcer The following is an excerpt from my monthly TSP report that I’ve created to guide Federal Employees in allocating their money in the Thrift Savings Plan. Facts: Of the four broad economic indicators, three were positive this month. Unemployment was improved, down to 4.5% which is 0.2% lower than it
January 11, 2017 1:03 pm Published by Stephen Zelcer Happy 2017!!! It’s time to update your TSP. This month my recommended allocations have shifted notably. The US business cycle is reporting strengths in many key areas, suggesting that the some of the asset classes are actually LESS RISKY than they have been over the past 10-12 months. In
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