Insights
TINA is Dead (How Bad It Is, How Bad It’s Not)
TINA (There Is No Alternative to stocks) is dead. That’s a good thing. However, there is a lot of angst among investors about both stocks and bonds, so let’s look at how bad it is and how bad it’s not.
Normal and ABNORMAL
What we have is normal and ABNORMAL. We have had both for awhile.
Has 2023 Been a Good Year for Stocks?
Has 2023 Been a Good Year for Stocks? How can you tell?
Well, let’s set 10% as a threshold since that is the long-term average return for stocks. Let’s annualize the returns so far, 10 days from having the first nine months on record and see how we fare.
So Long S&P 500 Index
For decades, professional money managers have used benchmarks for measuring performance. For stocks, the standard index has been the Standard & Poors 500 Index (S&P 500). However, this index has become so extremely concentrated that it is no longer...
Are Extremes in Price Above the 200-Day Moving Average a Good Market Timing Tool?
Are extremes in price a good market timing sell signal to avoid large stock market losses?
Grading my Market Forecast for 2023 Made in Nov. 2022
Recently I sent out a client newsletter which pulled prior posts from my new website and which ended up including my market forecast for 2023 made in November 2022. That was a surprise to me, but it provided an opportunity to see how I did in forecasting the market...
Household Debt
Household debt keeps employees from contributing to their retirement.
Personal Inflation Tracker
If you have access to the Wall St. Journal, IMO the best newspaper there is, they have a terrific inflation tracker that breaks down price increases to a very detailed level. You can create your own basket of items you use most to see your personal inflation rate....
Strategy Update – Nov 2022
Important Strategy UpdateWe have been completely out of stocks and bonds for about half a year and it has served us very well in protecting principal which I view as my primary responsibility. InflationInflation is still out of control, running over 8%, and while the...
The Fed Wanted More Inflation – They Got It!
Starting in the 2000s the Fed was worried about deflation and started on its course of very extended super-low interest rates in an effort to boost inflation to at least 2%. I said for years that 0% interest outside of a financial crisis and continued massive...
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