Does the debt ceiling stuff really matter?
Ben Carlson
The Best & Worst Decades to be a Saver & Investor
The Best Time to be a Saver vs. The Best Time to be an Investor.
Stock, Bond & Cash Returns Over the Past 95 Years
Each year Aswath Damodaran at NYU kindly updates the annual returns for stocks (S&P 500), bonds (10 year Treasuries) and cash (3-month T-bills) going back to 1928. I love this data because stocks, bonds and cash are the building blocks of asset allocation.1 Sure, you can add other asset classes and strategies but those three…
6 Questions I’m Pondering
Some thoughts on inflation, the Fed, Bitcoin, tech layoffs and more.
Can the U.S. Stock Market Continue to Dominate the Long Run?
Can the U.S. stock market keep growing?
Perfect is the Enemy of Good
Why certain movies and TV shows hit differently in middle age.
5 Numbers That Will Tell Us How the U.S. Economy Does This Year
The 5 things that matter most to the U.S. economy this year.
Why Invest in Stocks When Bond Yields Are Higher?
In the fall of 1981 the yield on 30 year U.S. Treasury bonds hit 15%. Fifteen percent! For 30 years! One million dollars invested at that time would have been paying out $150,000 a year in interest for 3 decades.1 Can you imagine how much demand there would be for bonds yielding 15% for that long…
Is It Realistic to Have 100% of Your Portfolio in Stocks?
Balancing bear markets and compounding in the stock market.
5 Lessons From an Awful Year For Financial Markets
Some takeaways from a terrible year in the markets.