Insights

Has 2023 Been a Good Year for Stocks?
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.

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So Long S&P 500 Index
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...

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Grading my Market Forecast for 2023 Made in Nov. 2022
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...

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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....

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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...

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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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