Clean Yield Insights

No, we’re not referring to the existential threat to humanity. We are, however, referring to the investment climate. The investment climate has had roughly 10-year cycles over many decades. The cycles are usually caused initially by a “loose” monetary policy… Read More > about Q3 2023 Market Update: Climate Change

There are lots of cycles for an investor to consider: economic, credit, profit, interest rate, and stock market. Where we are in a cycle has crucial investment consequences. The decade up to the COVID pandemic was a prolonged cycle of… Read More > about Q2 2023 Market Update: Take What the Market Gives You

The federal government seems to have stemmed the recent banking crisis for now. Its aggressive intervention to back customer deposits has had the intended calming effect. The Federal Reserve, however, was partly responsible for the collapse of Silicon Valley Bank,… Read More > about Q1 2023 Market Update: Rough Seas Ahead

2022 in Review Ouch! It was the worst year for global stock markets since the 2007-2009 global financial crisis. We’re not surprised. After the rampant speculation of 2021 in cryptocurrencies, “meme stocks,” and “disruptive innovator” companies, 2021 ended with stock… Read More > about Q4 2022 Market Update: Turning the Page

No, we are not referring to the 1954 thriller directed by Alfred Hitchcock. We are referring to what Fed Chairman Powell seems to be looking through in driving monetary policy. Rear-view driving ends badly; when the Fed does it, the… Read More > about Q3 2022 Market Update: Rear View

The first half of year was the worst for the S&P 500 stock index since 1970, as it fell by nearly 21%. The technology-heavy NASDAQ index fell by 30%, a record. Many of the most speculative favorites of the prior… Read More > about Q2 2022 Market Update: “Are We There Yet?”

War in Ukraine’s Impact on Investment Markets Does the upending of the post-World War II geopolitical order alter our investment strategy? Yes, but not how you might think. We’re still extraordinarily negative toward global stock markets but much more enthusiastic… Read More > about Q1 2022 Market Update: A Fragile Market Meets War and Inflation

We can sum up 2021 quite simply: Covid, Covid, Covid … and the S&P 500 stock market index hit a record high (more than 70 times). But let’s look “under the hood” and assess prospects for 2022. This year might… Read More > about Q4 2021 Market Update: Herd Immunity?