Some questions I have about Fed policy.
Search Results for: "10 year return"
Bear Market Opportunities For Every Generation of Investors
Some thoughts on how each generation should view the current bear market opportunity set.
What a Stock Market Bottom Looks Like
There’s an old saying that they don’t ring a bell for you at the top. I know this to be true because investors spent more than 10 years during the bull market of the 2010s calling everything they saw a top. The regime changes are rarely obvious until after the fact. The same is true…
Will the Stock Market Fall if Earnings Fall?
Earnings growth vs. stock market returns.
Animal Spirits: Long-Term Bullish
On this week’s show we discuss why we’re getting more excited about stock prices as they fall, why expected returns are rising, where investors will move their money with higher yields, Credit Suisse vs. Lehman Brothers, how the Fed is breaking things across the globe, why the Bank of England stepped in to buy bonds and much more.
Could We See Another Lost Decade in the U.S. Stock Market?
Could we see another lost decade in the U.S. stock market?
Getting Long-Term Bullish
Balancing long-term bullishness with short-term bearishness.
Surviving a Bear Market When You’re Done Saving
How retirees should think about navigating bear markets.
Navigating the Pain of Your First Bear Market
How to navigate your first painful bear market.
How Much Do Interest Rates Matter to the Stock Market?
Why inflation matters more to the stock market than interest rates.
