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Archive for 2018
11.08.2018
Extreme Portfolio Concentration
Would you feel comfortable owning a portfolio that was 100% invested in a single stock? Now before you answer, what if I told you this was not just any stock, but a really good, solid company. A household name. A recognized leader. A stock that has performed well through thick and thin. A company run […]
10.02.2018
Trade Wars and Record Highs
No one ever said that market timing is easy. One reason for the high failure rate is that market prices incorporate new information almost instantly; another is that prices often react in unexpected ways. For example, in just the last two years, we’ve experienced the contentious 2016 election, rising interest rates, tensions with North Korea, […]
08.24.2018
All the Wrong Lessons?
Next month will mark the ten year anniversary of the Lehman Brother’s bankruptcy, a shocking and unexpected event that helped catapult what had been a relatively mild recession and bear market into the Global Financial Crisis we all remember too well. And while all tropical storms get their own proper name, very few recessions do! […]
07.10.2018
Where Do High Stock Returns Come From?
Through the first quarter of 2018, the post – WWII annualized, real (inflation-adjusted) compounded total return on the S&P 500 has been 7.57%. This is an extraordinarily high real rate of return, handily beating bonds, commodities, gold and real estate. It is especially impressive considering that real (inflation-adjusted) growth in US Gross Domestic Product over […]
04.26.2018
Does ESG Investing Reduce your Expected Returns?
Many investors today are increasingly looking at more than just risk and return in their portfolios – they are also hoping to make a positive “impact” with their investment dollars. This has led to an explosion in popularity in what is now the fastest growing category of investment style today: Environmental, Socially-responsible (or Sustainable) and […]
03.26.2018
Here’s a Little T.I.P. for You
Everything, they say, has its price. Well perhaps not family, love or friendship but certainly most things do! And it turns out that even money itself has a price – and we refer to that price as the “interest rate.” Interest rates gauge the level of our “interest” in obtaining (or lending) money. When money […]
02.23.2018
Welcome Back Volatility, Our Old Friend
Well that was exciting! Until this month’s ~10% “correction” in world equity markets, volatility had fallen so far below historical averages that stock market movements had almost begun to resemble the relative tranquility of fixed income markets. For months on end, equity returns were generally positive and steady – in fact, the S&P 500 did […]
01.25.2018
Do Bonds Make Sense in a Rising Rate Environment*?
You may have noticed that interest rates around the world have generally moved higher over the last few months. Predictably, this has encouraged certain investment “gurus” to issue increasingly vocal warnings to fixed income investors to “sell now!” or face heavy losses. A “bond bear market” is right around the corner they say! Is there […]
