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Investing Guidelines Newsletters

February 2020 Investiing Guidelines 020720_Page_1.jpgFebruary, 2020: Investing Guidelines

Expanding Business Cycle: The tech-heavy NASDAQ has been driving the economy and ended January 24 at 9,314.91 up 4.13% from one month ago. Historically, stock prices rise in the expansion phase of the business cycle. So why is this happening? Read More






CCC_Image_January2020Themes.jpgJanuary, 2020: Investing Guidelines

In the world of lean manufacturing, the goal is to use the least number of steps to get to your most efficient results. We work through The Plan, Do, Check, Act (PDCA) Cycle in investing to create standardized methods which we utilize to help identify where we are in the business cycle. Read More





CCC_Image_December 2019 newletter.jpgDecember: Investing Guidelines

Yields, which fall when bond prices rise, have been trending downward for years. Treasury yields, reflected in the 10-Year Treasury Yield Index and the 30-Year Treasury Yield Index charts on page two, have moved between the green solid line and the red solid line for many years. Read More





CCC_Image_November2019.jpgNovember: Investing Guidelines 

According to an October 23, 2019 article in The Wall Street Journal, Fed to Increase Temporary Liquidity Available to Markets, the Fed is increasing liquidity. The Fed commented, “Raising the minimum operation sizes to mitigate the risk of money market pressures that could adversely affect policy implementation.” Read More



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