The annual update of my favorite performance chart drew a number of good responses and questions. I’m going to go through two that I thought were worth some more digging: Question 1: Can you take this allocation quilt back 20 years? The past 10 years have felt like complete and utter domination by large cap…
Michael and I discuss expected returns, trillion dollar companies, the American dream that’s not for everyone and much more.
No two years in the stock market are ever the same but there are lessons from looking at past performance.
Some time management lessons from writing my new book.
Apple is up a lot over the past year, more than doubling in terms of total returns: Some investors claim the only reason Apple share have risen so much must be due to a combination of inflows into passive investment products and share buybacks from the company. Index funds and buybacks have made for a…
My annual look at asset class returns over the past 10 years.
Michael & Ben discuss worries about the growth of index funds, the biggest budget busters, why Apple is up so much over the past year and much more.
How does the stock market do when the U.S. is at war?
Some lessons I’ve learned about the publishing industry.
People are living longer. Why this offers both risk and opportunity in the coming years.