The annual asset allocation quilt update.
Market History
Is This the Greatest Bull Market in History?
Where the current bull market stands historically.
2021 Was One of the Best Years in the Stock Market History
Why 1995 was the best year ever in the stock market but 2021 might be close.
Two Things That Are Both True
Some thoughts on inflation, Thanksgiving, The Rock, bubbles and more.
Inflation vs. Stock Market Returns
Does high inflation mean low stock market returns?
Being a Contrarian is Easier in Hindsight
So you want to be a contrarian?
Is There Survivorship Bias in U.S. Stock Market Performance?
There are plenty of other good stock markets besides the U.S.
Time Horizon is Everything For Investors
Time horizon is the ultimate equalizer in the stock market.
The Worst Stock and Bond Returns Ever
What would have to happen for both stocks and bonds to have terrible returns?
Are Rising Interest Rates Bad For Tech Stocks?
Will rising rates continue to punish tech stocks?