Investing for Inflation
…on changes in the Consumer Price Index (CPI). Seems like a no-brainer, right? Like most things, the answer is… sort of. We’ve owned TIPs before as part of our diversified…
…on changes in the Consumer Price Index (CPI). Seems like a no-brainer, right? Like most things, the answer is… sort of. We’ve owned TIPs before as part of our diversified…
…and normally obscure parts of the market, like SPACs (click here, here, or here to see these articles). Two weeks ago, the focus was on getting good ‘execution,’ which means…
…components. Non-financial components include ISM Index of new orders, building permits, and weekly initial jobless claims, to name a few. I’ve shown the data in a drawdown format again, and…
…that they are riskier. And, in exchange for the risk, the yields are higher. As always, risk and return go hand-in-hand, and the higher yield is compensation for bearing risk….
…big bets can come back and bite you. I’m reminded of an old market saying that we really like, ‘diversification is the only free lunch, so enjoy a large portion.’…
…US investors, losing -0.24 percent. The hedged version of the MSCI EAFE actually gained 15.27 percent, easily outpacing the S&P 500, which gained 5.73 percent over the same period. Naturally,…
…groups: cheap, neutral, expensive and ‘N/A.’ That N/A portfolio refers to companies where you can’t compute a ratio because there were no earnings, cash flow, or the company had a…
…for myself and recommend them to clients. Ultimately, I think the best strategy is to diversify across taxable accounts (individual, joint, trust, etc.), tax-deferred (IRA, etc.), and tax-free accounts. Having…
…a little challenging, so my chart shows the year-end weight of the two countries, except in 2024, where I show the market weight as of June 30th, 2024. The picture…
…price (to calculate the orange dot, I took the actual interest earned so far this year, not what we ‘should’ get by year-end). So, if rates are steady and the…