GeoVest Advisors

The China Syndrome The volatility that we warned of in our last newsletter finally arrived in December and thankfully resulted in some very strong gains in our client portfolios. What had been a disappointing year turned into a good year. And while we are only a week into the New Year at the time of […]

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GeoVest Advisors

Supply Chain Blues As a young research analyst in the early 1990’s, I learned all about Japan’s manufacturing competitive advantages which were based on a concept known as “Just-In-Time Processing”. Shortened to the acronym JIT, it’s based on Toyota’s approach to manufacturing which calls for close relationships with suppliers where you can trust that the […]

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GeoVest Advisors

Inflation Frustration Pundits are forecasting high inflation, even hyperinflation in some cases.  There are signs everywhere of higher prices.  Used cars, lumber, electronic gadgets, food, houses and gasoline are just some of the examples.   The Federal Reserve is getting the blame but I believe Congressional spending packages are the real reason.   Accepting this, it’s hard […]

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GeoVest Advisors

Ain’t Misbehavin’ Like a modern muse, I find that music from different genres and time periods helps me to understand and articulate the prevailing forces of the day in ways that a wider audience can relate.  This isn’t a coincidence as the word music is derived from the Greek word “mousike” which means the Art […]

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GeoVest Advisors

Here Comes the Future Good riddance to 2020.  It was a year where we faced an existential threat that the world was entirely unprepared to combat.  Every one of us has a Covid-19 story.  We all know people who contracted the virus.  Some experienced little more than an inconvenience while others paid a hefty price.  […]

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GeoVest Advisors

 Recovery? The markets fully recovered from Covid in the third quarter with the S&P500 back to plus 4% for the year. While the economy hasn’t recovered, the markets are enjoying the Federal Reserve’s efforts to maintain liquidity in the banking system. You can see from the charts below that the Fed has increased the size […]

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GeoVest Advisors

Bright Side of Life Things are a bit chaotic in the world these days and it’s not just Covid-19.  We’re at the end of a long term economic and social cycle and the imbalances from this cycle need to be rectified before a sense of normalcy will return to our lives.  The history books are […]

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GeoVest Advisors

The Secure Act was signed into law on 12/20/19.  Some key points include: Beginning in 2020 and beyond, removal of the 70 ½ contribution age limit to traditional IRA’s.  However, if you were age 70 ½ or older as of 12/31/19 you are restricted from making a 2019 contribution. RMD (Required Minimum Distribution) on an […]

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GeoVest Advisors

Going Viral The Covid-19 virus changes everything. Our economy is going to morph dramatically thanks to the ineptitude of the Chinese Communist government as well as the slow response by Western leaders. Fortunately, we’ve known for years that our old economy was unsustainable which is why we are far along in planning for how to […]

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