Pursuit of Truth in Finance & Economics
Contributor's Links: UPFINA.com

The purpose of UPFINA.com is to seek the truth as it relates to economics, finance and money. We do not have all the answers, but our ethos dictates that we objectively analyze all information. 

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The Best Labor Market In 21 Years?
Jobless claims keep falling. Job cut announcements hit a 21 year low. Rent prices missed pre-pandemic estimates, but they’re coming back quickly.
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Unrealistic Stock Return Expectations
The June ADP report beat estimates and estimates for private sector job creation in the BLS reading. Let’s see if that matters. We expect it to be relevant because all signs point to a solid BLS reading.
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Continued Strength Of US Consumer?
The pandemic caused baby boomers to retire a few years earlier than they would have otherwise. Before the pandemic people were working later in life than ever.
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Junk Is As Good As Gold
Junk bond yields are at a record low. This doesn’t mean a volatility event is coming soon, but one will come within the next few quarters like they always do.
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No Corrections In 2021?
Recently the S&P 500 has stayed near its record high, while the median stocks hasn’t done as well.
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Historical Stock & Bond Returns
Lumber prices fell sharply. This is a microcosm of the commodity space. Prices can’t rise quickly indefinitely without supply stopping the fun.
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STOCKS I FOLLOW

FB Meta Platforms, Inc. (Formerly Facebook)
GOOGL Google (A shares)
MSFT Microsoft Corporation

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