InvestWell

Quarterly Newsletter The Advisor

Investwell's Quarterly Newsletter: The Advisor

David A. Jones writes a quarterly newsletter, The Advisor. Below is the most recent issue. Issues going back to 2021 are available using the buttons at the bottom of the page. Issues older than 2021 are available on The Advisor Archives tab of this page.

The Advisor, Winter 2021: Lopsided

Lately investors have been wondering about the effects of the US Federal Reserve’s “tapering”, a slowing of its $120 billion per month bond buying programme (Quantitative Easing). QE provided unprecendented support to financial markets but the Fed is now reducing its covid stimulus, making the fixed income market jittery.

Ironically, tapering could actually be good news for the bond market. What follows runs contrary to today’s “persistent inflation” narrative.

Read the Winter 2021 Advisor

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