We’re back for show number two of this week. We discuss: Corporation inequality Retail spending is making a massive shift to online shopping Why aren’t video game company stocks up more? Deflation is here Inequality in the unemployment numbers Pain for even the very best restaurants Why the government needs to extend unemployment benefits and…
Search Results for: "quilt"
Nothing Fails Quite Like Success in the Stock Market
A reader sent me an old piece I wrote in early-2014 that contained a stat that made me do a double-take: The energy sector outperformed the S&P 500 by nearly 7% per year with nearly the same standard deviation. This seems almost impossible to believe at the moment. Oil prices went negative this year. Energy…
Animal Spirits: Apocalyptic Thinking
On this week’s Animal Spirits with Michael and Ben… We discuss: Kobe Bryant and learning to deal with death Why did boomers own so many more homes at a young age than millennials do now? Have zero trading commissions led to increased trading? Why has the turnover of stocks increased in recent decades? Reasons for…
Updating My Favorite Performance Chart For 2019
My annual look at asset class returns over the past 10 years.
Animal Spirits: Everybody’s Busy
On this week’s Animal Spirits with Michael and Ben… We discuss: Why do Americans work so much? Why hasn’t innovation made us happier? Tech bros vs finance bros Shopify’s approach to running a happier organization Why “busy” is such a crutch Why most private equity associates and MDs feel underpaid Is college becoming less important…
Updating My Favorite Performance Chart for 2018
It’s become an annual tradition on this blog to update asset class returns on an asset allocation quilt I created for a few reasons: (a) Asset allocation is typically the most important aspect of portfolio management so understanding how the various asset classes performed is instructive when trying to understand your results. (b) This is a…
Updating My Favorite Performance Chart For 2017
Each and every year since I started this website I’ve updated the following asset allocation quilt: For the second year in a row each asset class on this chart was positive. 2017 was a good year for investors. Looking at this list also serves as a reminder that next year the 2008 data will drop…
Updating My Favorite Performance Chart for 2016
The asset class quilt is my favorite performance chart because it illustrates how difficult it can be to predict the winners and losers each year in the markets. There’s little rhyme or reason for how these things play out from year-to-year so it provides a good reminder for investors to understand that any single year’s…
The Hierarchy of Investment Difficulty
Being the “investment guy” in the family means I’m often approached during the holidays or at parties with questions about the markets. My most recent question was about a sector fund investment and its prospects going forward. I’m sure you could come up with any number of intelligent-sounding narratives to describe which sectors will perform…
Updating My Favorite Performance Chart
The last couple of years I have updated an asset allocation quilt that I keep track of through the end of each calendar year. For some reason I never got around to updating through the end of 2015 and was asked by a handful of readers to do so. Here’s the past 10 years’ worth…
