…market. In the late 1990s, when the tech bubble was in full force, momentum (in orange) sharply outperformed the overall market, while value (in blue) underperformed. In the tech wreck…
…rising, ask yourself what they are really telling you. I’ll bet the headline, ‘Economists See 75 Percent Probability of No Recession’ in 12 months just doesn’t see as many ads….
…ordinary income, or 6 percent, 12.5 percent and 16.5 percent respectively. Here’s an example: if a couple in the top bracket has a $10,000 capital gain, $5,000 would be excluded…
The S&P 500 was up 1.49 percent for the week, which was actually the third straight weekly gain of more than one percent. The continued ramp up in policy support…
…aftermath. I’m not calling for a 2001-style tech wreck. Long-time readers, and maybe even short-time readers (is that a phrase?), know I don’t call for drastic action. I want to…
…you are taking with each asset class. Traditionally, managers (including us) split the assets by the total dollars in the portfolio: when we say we’re 50/50 stock/bond portfolio, we mean…
…couldn’t find the answer. Last night, I read that several US companies including Warren Buffett’s Berkshire Hathaway and Coca-Cola (where he’s only a director) are now going to borrow billions…
…this forum. Last week, I received a question in response to my article, ‘Chance of Recession: 100 percent.’ The reader wanted to know what the recession meant for bonds, especially…
…stock and ‘SELL SELL SELL’ when he doesn’t, not to mention other odd phrases like, ‘Are you ready, skee-daddy?’ I don’t like his show, but he is an interesting personality….
…and advisors. It’s one of my long-standing pet peeves, like the difference between ‘fee-only’ and ‘fee-based,’ but I’ll save that for another day. Thankfully, I do believe that our clients…
