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WHY WE PLAN – BLOG

Unsustainable – Wesbury’s Outlook

May 17th, 2021|0 Comments

The US economy is recovering rapidly from the COVID-19 disaster. The rollout of vaccines, the lifting of restrictions, loose monetary policy, and a massive increase in government spending are all playing their parts. The problem is that the massive government [...]

Housing Boom to Continue – Wesbury’s Outlook

April 13th, 2021|0 Comments

Housing prices have soared in the past year. The national Case-Shiller index is up 11.2% in the past twelve months, the largest gain since 2005-06. The FHFA index is up 12.0% in the past twelve months, the largest on record [...]

Jobs Are Booming – Wesbury’s Outlook

April 7th, 2021|0 Comments

When the scientists said "15 days to slow the spread," some of us actually believed that by Easter the shutdowns would end. That was last year. Now, a full year, and $5 trillion in government spending later, we may finally [...]

Inflation and the Fed – Wesbury’s Outlook

March 16th, 2021|0 Comments

We believe inflation is still, and always will be, a monetary phenomenon. It is defined as "too much money chasing too few goods and services" – but that doesn't mean every period of higher inflation is going to look exactly [...]

Happy, Healthy, and Calm

January 7th, 2021|0 Comments

Now that 2020 is receding in the rear view mirror, it’s time to assess where we are and to refresh our goals for where we are headed. 2020 gave us many lessons to learn from and move forward.   First, [...]

S&P 4,200 – Dow 35,000 – Wesbury’s Outlook

December 1st, 2020|0 Comments

In December 2019, we made a year-end 2020 forecast of 3,650 for the S&P 500. With the index closing Friday at 3,638, that looks like a very good call. But we'd be fibbing if we didn't admit to getting whipsawed [...]