Some things I like and don’t like at the moment.
Current Markets
Are U.S. Stocks Overvalued?
A valuation update on U.S. stocks.
30% Up Years in the Stock Market
How often is the stock market up 30% in a given year?
New All-Time Highs in Everything
New all-time highs in stocks, gold, housing prices, GDP, household net worth, the Lions and hindsight bias.
Election Market Overreactions
Some thoughts on overreactions after an election.
Stocks, Rates & Gold: What’s Going on Here?
Some thoughts on the relationship between gold, stocks and inflation.
3% Stock Market Returns For the Next Decade?
The U.S. stock market has been on fire of late. But it doesn’t feel like we’ve entered the euphoric phase of investor psychology just yet. In fact, many prognosticators have been lowering expectations. Goldman Sachs put out a research piece that posits the S&P 500 could return just 3% annualized over the next 10 years…
What the Fed Rate Cut Means For the Economy
What the rate cut means for the economy, stock market, bond market & more.
Is the Stock Market Tipping Over?
Are big down days a harbinger of worse things to come in the stock market?
The Impact of Fed Rate Cuts on Stocks, Bonds & Cash
A closer look at the impact of Fed rate cuts on stocks and bonds.
