Posts Tagged ‘Quarterly’
Chaos and Bloodshed
Staying disciplined and invested can be difficult in times of chaos and market turbulence. History tells us this is the right time not to act.
Read More1Q2023 – AIn’t (Quite) Ready for Prime Time
Please excuse the delay in this quarterly newsletter, I was watching Tucker Carlson and Don Lemon…get canned. Too soon? Don’t worry, this quarter’s post isn’t about the rise and fall of the prime time television elite: it’s about the rise of AI tools in our everyday life. In a flash of brilliance (or laziness), I…
Read MoreGreen Shoots Amid the Economic Rubble
My apologies for the delay in getting this 3rd quarter review out. I was busy combing through the financial rubble that is the global economy for some glimmer of hope, and it turns out there are some sprouts beginning to grow. But first, the storm. For the 3rd quarter, US markets were off 4.46%, with…
Read MoreKevin Bacon and Sidelined Cash – 2Q2022
As 80s heartthrob, loose-footed, and distant-relative-to-all Kevin Bacon asked in the classic 1978 comedy Animal House (based on Harold Ramis’ experience at my alma mater WashU), “Thank you, sir, may I have another?” After a difficult 1st quarter, the US markets delivered another blow to investor portfolios, ending the first half of the year down…
Read More2020…A Decade to Remember
Living through 2020 felt like living through an entire decade. I’ll leave it to you to decide which decade you’d like to relive, but I’m going for the 1960s – though maybe skimming a few years from the late 60s and adding them to the late 50s.
Read More2Q2020 Newsletter – Why Are Markets So High?
The markets will continue to be choppy in the coming months, due to the Coronavirus and upcoming elections. Don’t let that derail your long-term investment goals.
Read More1Q2020 Newsletter – Where Do We Go From Here?
Investors purchasing stocks/stock funds at these levels should expect a higher return over a long-term investment horizon than those who purchased in January, after 10 years of compounding double-digit growth. Likewise if the market continues to fall, that increases the investors’ expected returns.
Read More2019…A Year to Remember
As is often the case following a negative year, (the US Markets lost over 5% in 2018), 2019 was (globally) a banner year with total US Market returns over 30%, International markets over 20% and even the US and Global Bond market’s joining in the celebration with returns of over 8.5% and 7.5% respectively. In fact, US Stocks were THE place to be in 2019; they were the tickets to Hamilton, U2 and BTS (Boomers, find the nearest Millennial and ask them) wrapped up into one beautiful gift basket!
Read MoreWhen Batting .700 Isn’t Good Enough…
You’re smarter than the average investor, right? You’ve done the research and despite hearing how difficult it is to predict the market’s direction over a specified period of time, you’re confident you know better than the CFAs, Ph.Ds and Quant’s building the algorithms on Wall Street. You even understand that, by definition, if the stock market…
Read MoreRiding High… 2Q2019 Review
The sky is falling mentality has just pushed the stock market to record highs. That the housing market is slowing, wages are stagnant-or negative in real terms, and you can get a higher return investing your money in 3-month government debt than 10 year debt (yield curve inversion) doesn’t seem to matter and the markets…
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