Search Results for: "10 year return"

Animal Spirits: A Confusing Year

On today’s show, we discuss the impact of interest rates on business formation, the opposite of stagflation, why there was no spillover from the crypto crash, why the S&P 500 is not the economy, why remote work might bring down rental inflation, and much more.

The Worst Years Ever For a 60/40 Portfolio

In a recent piece I looked back at the worst years in stock market history because, well, so far this is one of the worst years in stock market history. If the year ended now, we would be somewhere between 1973 and 1941. As many of my astute readers pointed out, the logical follow-up here…