A history of asset bubbles that weren’t set off by low interest rates.
Search Results for: "10 year return"
Fighting the Last Bull & Bear Market
It’s buy low sell high not buy high sell low.
The Psychology of Market Tops & Market Bottoms
Facebook was one of the worst-performing stocks in the S&P 500 in 2022, falling 64% on the year. Who knew pouring billions into the metaverse during a time of Fed tightening and 9% inflation would be a bad idea? Well last year’s loser has turned into their year’s darling. Facebook shares are up more than…
Should You Protect Your Portfolio Against a Possible U.S. Debt Default?
Does the debt ceiling stuff really matter?
The Best & Worst Decades to be a Saver & Investor
The Best Time to be a Saver vs. The Best Time to be an Investor.
Can the U.S. Stock Market Continue to Dominate the Long Run?
Can the U.S. stock market keep growing?
Why Invest in Stocks When Bond Yields Are Higher?
In the fall of 1981 the yield on 30 year U.S. Treasury bonds hit 15%. Fifteen percent! For 30 years! One million dollars invested at that time would have been paying out $150,000 a year in interest for 3 decades.1 Can you imagine how much demand there would be for bonds yielding 15% for that long…
The Long-Term Wins
Some people might think it’s bizarre that turning the page on the calendar should matter to investors. Why do investment professionals care about the end of a month, quarter or year? These periods do seem arbitrary but the changing of the calendar from one year to the next offers a good chance for market nerds…
Animal Spirits: What’s the Negative Catalyst?
On today’s show, we discuss Michael becoming famous for a Bezos prediction, the case for no recession in 2023, the bullish case for stocks, the bearish case for stocks, false signals from an inverted yield curve, why this is not 1970s-like inflation, 2023 movies and much more.
Updating My Favorite Performance Chart For 2022
Ben’s 2022 asset allocation quilt.
