Register here for our Webinar on July 27th discussing the most important charts and themes thus far in 2021 (a replay will be sent to those who register). — This week’s post is sponsored by YCharts. Mention Compound to receive 20% off your subscription when you initially sign up for the service. Enabling smarter investment decisions & better client communications. 7 charts […]
Don’t miss our latest insights. Sign up here for our free newsletter. The most important trends in markets and investing… 1) Equities a) US vs. World ($SPY/$ACWX) A new high in US equity relative strength was reached this week. Over the last 10 years, US stocks are up 297% versus a gain of only 69% for […]
Register here for our Webinar on July 27th discussing the most important charts and themes thus far in 2021 (a replay will be sent to those that register). — This week’s post is sponsored by YCharts. Mention Compound to receive 20% off your subscription when you initially sign up for the service. Enabling smarter investment decisions & better client communications. 5 […]
Here are the charts and themes that tell the story of the first six months of 2021… I. The Beginning of the End of Covid-19 The scourge known as Covid-19 started the year at its most prevalent level to date. But the bad news wouldn’t last long. Things were about to change, and change for […]
This week’s post is sponsored by YCharts. Mention Compound to receive 20% off your subscription when you initially sign up for the service. Enabling smarter investment decisions & better client communications. 5 charts from the past week that tell an interesting story in markets and investing… 1) Big Trouble, Big China Chinese internet stocks (ETF: $KWEB) hit a 52-week low this […]
“Invest in what you know.” A common piece of advice that’s often taken to heart. Familiarity breeds comfort, and the more comfortable you with an investment, the more likely you are to own it. Which is another way of saying that our feelings and emotions are the primary drivers of our investment decisions, not data […]
This week’s post is sponsored by YCharts. Mention Compound to receive 20% off your subscription when you initially sign up for the service. Enabling smarter investment decisions & better client communications. 7 charts from the past week that tell an interesting story in markets and investing… 1) The $1 Trillion Club Facebook ($FB) became the 5th US Company to cross the […]
A monthly update of the Compound 8 to 80 Portfolio… Performance Review and Market Environment The 8 to 80 Portfolio gained 5.75% (net of fees) in June. Since inception (October 2020) the portfolio has gained 13.57% (net of fees). The broad markets finished higher in June with growth/technology stocks leading the way. This was a reversal of […]
Don’t miss our latest insights. Sign up here for our free newsletter. The most important trends in markets and investing… 1) Equities a) US vs. World ($SPY/$ACWX) More than a decade long streak of US equity outperformance peaked last September. Since then US relative strength has gone sideways… b) Emerging Markets vs. US ($IEMG/$SPY) Emerging Markets […]
This week’s post is sponsored by YCharts. Mention Compound to receive 20% off your subscription when you initially sign up for the service. Enabling smarter investment decisions & better client communications. 7 charts from the past week that tell an interesting story in markets and investing… 1) Waiting for “Actual” Inflation Fed Chairman Jerome Powell boosted markets this week in saying […]
This week’s post is sponsored by YCharts. Mention Compound to receive 20% off your subscription when you initially sign up for the service. Enabling smarter investment decisions & better client communications. 7 charts from the past week that tell an interesting story in markets and investing… 1) In Search of Greener Pastures The percentage of workers in the US that are […]
There was a time long, long ago when Federal Reserve meeting announcements would come a surprise to market participants. They might cut rates. They might hike rates. You just didn’t know. That has all changed. Since June 2009, there have been 95 FOMC Meetings… Before 83 of those meetings, the market was pricing no change […]
6 charts from the past week that tell an interesting story in markets and investing… 1) Consumer Prices Surge US consumer prices rose 5% over the last year, the highest increase since 2008. Core prices (excluding food/energy) rose 3.8%, the fastest pace since 1992. The US is not alone in seeing rising prices, though its […]
Here’s a list of the top 30 stocks in the S&P 500 over the past 30 years… What stands out? The unfathomable returns, a product of time and the magic of compounding. What’s lost in this graphic, however, are the many periods of excruciating pain that anyone invested in these companies would have experienced. When […]
What are high yield bonds? I don’t mean the textbook definition (corporate bonds with a credit rating below BBB), but how they actually behave in terms of risk and return. To explore this, let’s address some common questions surrounding the asset class also known as “junk bonds”… Question #1: Do High Yield Bonds Act More […]
Don’t miss our latest insights. Sign up here for our free newsletter… The most important trends in markets and investing… 1) Equities a) US vs. World ($SPY/$ACWX) More than a decade long streak of US equity outperformance peaked last September. Since then US relative strength has gone sideways… b) Emerging Markets vs. US ($IEMG/$SPY) Emerging Markets […]
This week’s post is sponsored by YCharts. Mention Compound to receive 20% off your subscription when you initially sign up for the service. Enabling smarter investment decisions & better client communications. 7 charts from the past week that tell an interesting story in markets and investing… 1) The Jobs Comeback The US Unemployment rate moved down to 5.8% in May, its […]
This is a story many of you will be familiar with. You have money to invest that’s been sitting in cash, either from the sale of a business, a recent inheritance, or built-up savings. This is money you don’t expect to need or access for more than 20 years, if ever. You know that cash […]
A monthly update of the Compound 8 to 80 Portfolio… Performance Review and Market Environment The 8 to 80 Portfolio declined 0.58% (net of fees) in May. We added to some existing positions during the month on the correction and initiated two new positions. The broad markets sold off in the first half of May with growth names […]
5 charts from the past week that tell an interesting story in markets and investing… 1) The $100 Million Deli? Shares of Hometown International – a New Jersey Deli with a single location – hit a market cap of $113 million earlier this year and are still trading at $94 million today. Its latest financials: […]
You’ve heard the story before: Equity valuations are high… Interest rates are low…. Therefore, high valuations are “justified” by lower interest rates. Why? Some say it’s because stocks are simply the present value of their future cash flows. And lower interest rates (r) in the denominator of that equation should result in a higher present value, and […]
Don’t miss our latest insights. Sign up here for our free newsletter… The most important trends in markets and investing… 1) Equities a) US vs. World ($SPY/$ACWX) US stocks have been outperforming over the last 3 months after a relative decline from last September through mid-January. b) Emerging Markets vs. US ($IEMG/$SPY) Emerging Markets have been […]
This week’s post is sponsored by YCharts. Mention Compound to receive 20% off your subscription when you initially sign up for the service. Enabling smarter investment decisions & better client communications. 6 charts from the past week that tell an interesting story in markets and investing… 1) $3 Gas Gasoline prices in the US are back above $3 per gallon, at […]
For 40 years (1980-2019), bond investors in the US earned a rate of return that outpaced inflation, and often by a wide margin: In the 1980s, 10-year yields moved from 10.4% down to 7.8%, and bond investors earned an annualized real return of 6.6%. In the 1990s, 10-year yields moved from 7.8% down to 6.3%, […]
7 charts from the past week that tell an interesting story in markets and investing… 1) Now Hiring There have never been more Job Openings in the US than there are today: 8.1 million. With 9.8 million people still unemployed, there is a big debate going on over whether the additional Federal unemployment benefits of […]