Is it finally time for international stocks to shine? That question has been asked and answered negatively for 10 of the last 12 years if you compare the S&P 500 to the EAFE international stock index. The total return changes some but the results are similar if you compare the US to European stocks. This period of US outperformance is [...]
I'm back! I took most of the month of December off, as I do every year, to do some thinking. Per the title of this essay, the purpose of these year-end musings is to gain some perspective. In the day-to-day, week-to-week, movements of the markets it is easy to forget that we are investing with a timeline measured in years, [...]
The first quarter has come to a close and things have changed a lot...and not very much at all. Expectations coming into the year were that rates would peak in the spring at around 5% and then fall in the second half of the year to about 4.5%. That was the highest probability outcome according to the futures markets. Of [...]
I am a visual person so I use charts to see the trends in markets. Tactical changes to your portfolio are difficult because there is so much noise out there it is hard to know what you should act on and what you should ignore. Charts make the job easier by eliminating the noise. Follow the trends. Own things that [...]
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