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Published Every Monday Since 2007   | Volume 791 | January 24, 2022

 

  So far YTD these many weeks were markets were up (Bull picture shown), down (Bear picture), or draw (Bull/Bear picture) …
Bulls (Markets UP) = 1…
Bears (DOWN) = 2… and
Draw = 0


Inflation, interest rates, and Omicron worries prevail – – The DOW down 1396 points on a 4-day week

  • The DOW was down -1396 points or -3.9%, S&P 500 -234 points or -5.1% and the NASDAQ down -913 or -6.2% for the week.  Oil rose +$0.6 or +0.7% to $84.83 per barrel.  On Monday Jan 17th, markets were closed for Martin Luther King day celebrations. 
  • Inflation hovering at 7% and expectation that the Federal bank will raise interest rate sooner than later to curb inflation added to the worries that investments and business growth may get curtailed, and thus impact the profits. Omicron rising cases, infection rate and hospitalization has created a short term shortage of workers in almost every industry which is impacting businesses, factories, supply chains, services, and many more.
  • YTD 2022 markets are down significantly – the DOW is -5.7%, S&P500 is -7.7% and the NASDAQ is -12.0%

 


How did your stocks do in 2021 versus S&P 500?… And since our inception in 2007…

 

  • S&P 500 is considered a good benchmark to compare stock portfolio performance.  In 2021, our portfolio returns were 12.2% versus S&P 500 returns were 26.9%.  So this year we did not beat S&P 500
  • We have been doing this since 2007, so we believe our long term performance since Dec 2007 to Dec 2021 is a better performance metrics.  Since 2007 our portfolio annual average return is approximately 31% while S&P 500 annual returns for the same period is approximately 16%. 
  • NOT BAD FOR KIDS BEATING THE S&P 500 AND MANY WALL STREET FINANCIAL EXPERTS on a long term basis! 

 


  • Un-vaccinated people continue to hamper business growth.  The Omicron variant is spreading fast and hitting hard the un-vaccinated who are falling more sick and some are loading up the hospitals. Deaths are also rising and expected to continue to rise.  The anti-vaccine movement, false and wrong information from various sources, including leaders, politicians, sports stars, Hollywood stars, and other ignorant people continue to spoil the economy, welfare of others, and lives.  

 



  • 2022 the DOW is -5.7%, S&P500 is -7.7% and the NASDAQ is -12.0%
  • 2021 the DOW was up +18.7%, S&P500 +26.9% and the NASDAQ +21.4%
  • In 2020 the DOW was up +7.2%, S&P500  UP+16.3% and the NASDAQ UP +43.6%
  • In 2019 the DOW was up +22.3%, S&P500 up +28.9% and the NASDAQ up +35.2%
  • In 2018 the DOW was down -6.7%,  S&P500 down -7.0% and NASDAQ down -4.6%.
  • In 2017 the DOW was up 25.1%, S&P500 up 19.4% and the NASDAQ up 28.2%

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