Investment Advisory Services offered through Private Wealth Asset Management
1901 Howard Street, Suite 312 Omaha, Nebraska 68102
www.privatewealth.com
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Private capital and pre-IPO investments are not registered with the Securities and Exchange Commission or any state securities regulator. These investments are generally considered to be long-term, illiquid investments which sometimes carry minimum holding periods and a market for sale or liquidation may not be readily available. Liquidation prior to the end of an investment term generally yields less than originally invested. These investments are subject to special suitability requirements and screening. This process may result in you not being selected as an investor.
There is no form of partnership or legal affiliation between Fidelity Investments and Private Wealth Asset Management nor is such a relationship created or implied by the information herein. Fidelity Institutional® provides clearing, custody, or other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC. 1035216.1.0
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Private Wealth Insights – August 4, 2022
Greetings –
Ah, the Dog Days of Summer. The saying is very familiar, but I was today days old (20,525) when I learned about it! The saying was first coined by ancient Greeks due to the Dog Star (Sirius) rising with the sun, a phenomenon that officially lasts from July 3rd to August 11th in our hemisphere.
Now that we have the context of that saying cleared up, let’s put the US stock market into context as well! I love charts like the one below for its ability to do just that… the current correction is BLUE, the Financial Crisis is Orange (or Peach if you grew up with the large box of crayons) and the DOTCOM correction is in BLACK.
Notes & Thoughts on the above chart 😊
More reading!
A great summary of the causes of inflation this time:
Who Is to Blame for Inflation, 1-15 – The Big Picture (ritholtz.com)
Things to watch over the next couple of years:
Amazon will see you now: reading between the lines of the One Medical acquisition | BioPharma Dive
Enjoy the remainder of your summer and perhaps enjoy the Dog Star rising with the sun at least once in the next few days!
Brett
This presentation is offered for informational purposes only and should not be construed as an offer of personal investment advice. It does not account for your specific objectives, situation or needs, and no binding obligation to enter into any transaction with you is to be implied. Please note that PW or its Investment Adviser Representative(s) may trade for their own accounts and consequently, be invested on the opposite side of the market from your order(s) or have long or short positions in the securities referenced.
Investing involves risk, including loss of investment principal. Using a specific strategy or investment advice does not assure earning a profit or avoiding a loss.
PW and Fiducient Advisors are independent entities. There is no form of partnership or legal affiliation between PW and Fiducient Advisors nor is such a relationship created or implied by the information herein.
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