A historical comparison of returns and valuations for large caps, mid caps and small caps.
Market History
Long-Term Recency Bias
Some thoughts on owning international stocks (or any strategy that’s underperforming).
What If You Invested at the Peak Right Before the 2008 Crisis?
What if you would have invested at the peak right before the 2008 crisis?
What’s Driving the Stock Market Returns?
No the stock market isn’t being manipulated.
All-Time Highs in the Stock Market are Usually Followed by More All-Time Highs
How to think about investing at all-time highs.
Can You Live On Dividends From Your Portfolio?
A short history of dividends on the U.S. stock market and what it means for retirement planning.
The Holy Grail of Portfolio Management
Why I’m not worried about higher stock and bond correlations.
Historical U.S. Stock Market Returns Through 2023
A look at some updated historical U.S. stock market return data.
Updating My Favorite Performance Chart For 2023
Asset class returns for 2023.
What Comes After a Good Year in the Stock Market?
A historical look at what happens after a 20%+ gain in the stock market the next year.
