Diversification can make you feel like you’re running uphill with a weighted vest on during a bull market. It’s only during a bear market that you realize its importance as a form of risk management. A 50/50 portfolio of the S&P 500 and Barclays Aggregate Bond Index is down 3.9% or so this year compared…
At the end of March, the federal government passed the $2.2 trillion CARES Act to provide financial relief to millions of Americans and a number of businesses to help see them through the crisis. This week they just tacked on an additional $484 billion. That’s around 10% of annual economic output in the U.S. This…
Michael and Ben discuss craziness in the oil market and more.
How the energy sector fell from prominence.
What are your options for putting cash to work during a bear market?
This market is looking more and more like the 1930s.
Risk and return when chasing yield.
Show number 3 this week. Thank you for sticking with us. We discuss: Will we get inflation or deflation from this crisis? When will you feel safe to fly again? How about a restaurant? Why life is going to be weird for a while The economy is going to be operating at partial capacity for…
Why tech is the most important sector in the stock market right now.
Some thoughts on personal finances during the corona crisis.
