Chart of the Week Archives

Exploding Debt

ByJohn Del Vecchio and Brad Lamensdorf July 20, 2023July 20, 2023

The debt level is exploding and has now surpassed defense spending. This comes at a time when tax receipts have imploded. Meanwhile, Americans’ have ripped through all of their savings built up from COVID. Credit card debt is near $1 trillion and rates on that debt exceed 20%. There are over two million new cars…

Chart of the Day | Chart of the Week

Risk Premium Plummets

ByJohn Del Vecchio and Brad Lamensdorf June 30, 2023

The S&P 500 risk premium is rapidly approaching the 2007 lows. We know how that horror film ended. Risk / reward ratios are such that you’re picking up nickels as a freight train rapidly approaches. Time to add to hedges… To learn more about how these indicators can help manage risk in your portfolio, book…

Chart of the Day | Chart of the Week

Next Bout of Inflation Around the Corner

ByJohn Del Vecchio and Brad Lamensdorf June 16, 2023

The chart below says it all. Agricultural commodity prices have diverged sharply from food prices. Sooner than later, food prices will narrow that gap and trend higher. Another bout of inflation is around the corner… To learn more about how these indicators can help manage risk in your portfolio, book a call with Brad. DISCLOSURE:…

Chart of the Week

A Negative Yield Curve Creates Negative Returns

ByJohn Del Vecchio and Brad Lamensdorf May 15, 2023May 15, 2023

The yield curve from 1 month to 10 years is the widest in history. The 2-year to 10-year yield curve is not much better. Typically, long periods of negative yield curves tend to be very negative for markets on a forward-looking basis. To learn more about how these indicators can help manage risk in your…

Chart of the Week

Auto Loans Hit New Highs

ByJohn Del Vecchio and Brad Lamensdorf May 10, 2023May 10, 2023

The shares of auto loans topping $1,000 per month are surging. This comes at a time when folks are getting pinched in every other direction as well… To learn more about how these indicators can help manage risk in your portfolio, book a call with Brad. DISCLOSURE: LAMENSDORF MARKET TIMING REPORT Lamensdorf Market Timing Report…

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