By John Lau March 1, 2023 - Stocks continued to decline last week amid increasingly hawkish Fed policy expectations while economic data pointed towards stagflationary trends emerging and retail earnings disappointed. The S&P 500 fell 2.61% in
John Lau
An Update to My Positive/Negative Path of the Market in 2023
February 24, 2023 - On February 14, I did a live presentation at the San Mateo Public Library with my co-presenter Matt Lau, CFP® on the topic “The Positive and Negative Path for Markets in 2023”. At that presentation, I shared seven variables to
Post-Fed Market Analysis and Outlook
By John Lau CPA, CFP® February 6, 2023 - Markets rallied last week after the FOMC meeting and Fed Chair Powell’s press conference on Wednesday because Powell did nothing to refute the market’s belief that the Fed will stop raising rates after
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Surging Interest Rates and High Inflation Result in the Worst Year for Stocks and Bonds in Decades
By John Lau Jan 4, 2023 - Easing inflation pressures and a resolution of the fiscal turmoil in the United Kingdom fueled a strong rally in stocks and bonds early in the fourth quarter, but hawkish Fed guidance, disappointing economic data, and
Use In-Kind RMDs to Avoid Selling Your Retirement Account Assets
John Lau, CPA, CFP® December 19, 2022 - Are you 72 or older? If so, you must take a required minimum distribution (RMD) from your traditional IRA, SEP-IRA, or SIMPLE IRA by the end of the year. If you turn 72 this year, you can wait until April
CPI Takeaway and What the Fed Decision Means
By John Lau, CPA, CFP®, M.S.(Tax) December 15, 2022 - CPI on Tuesday declined to 7.1% year-over-year – another sign of disinflation from the previous CPI reading at 7.7% (October) and 8.2% (September). While the CPI report makes the idea of
Will There Be a Santa Claus Rally?
By John Lau November 30, 2022 - In this month’s issue, I want to examine the five catalysts that could trigger a substantial year-end “Santa Claus rally”, and lay out two possible scenarios for markets: To do this, I have identified the five
Was the CPI Report a Bullish Gamechanger?
By John Lau, November 16, 2022 - This is a question people are asking following last week’s CPI report and the big rally in stocks. I know many people read the Wall Street Journal and watch CNBC and Bloomberg Market News, so you knew
Where Could the S&P 500 Bottom?
By John Lau October 20, 2022 - This morning, U.K. PM Truss resigned after less than a month in office, deepening the political and fiscal debacle in the U.K.—a debacle that pressured U.S. stocks to fresh lows less than a week ago! But it’s not
