Writing


7-Chart Sunday (9/26/21)

Sign up for our September Charts webinar (on 9/29) here. 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) Ever Heard of Evergrande? Before this […]

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Tuesday Trends (9/21/21)

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 equity relative strength hit a new high in August, continuing the decade-long run of US outperformance. In the past month we’ve seen a slight pullback as international stocks […]

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Tomorrow’s News Today

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 97 FOMC Meetings… Before 85 of those meetings, the market was pricing no change […]

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How the “Buy the Dip” Generation Came to Be

“Buy the dip.” This has been the mantra for an entire generation of investors. Why? Because we are creatures of habit, and during the last 12 years the best habit you could possibly have had as an investor was to stop worrying and simply “buy the dip.” The fact that dips were often followed in […]

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5-Chart Friday (9/17/21)

Sign up for next webinar (on 9/29) here. 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) Inflation Everywhere You Look The transitory […]

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Expectations Are Everything

This is a story about expectations. But first, I want you to read about Company A and Company B… Company A had revenues of $66.81 billion over the last year and net income of $7.14 billion. It was founded in 1912 and has 114,000 employees. Company B had revenues of $851 million over the last […]

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How to Win Any Argument Over Investments

By changing the start and end date, you can win just about any argument over what’s the best investment. Even the age-old battle between Gold bugs and stock market bulls? Yes, even that one. Here’s a guide to winning the argument, first in favor of Gold and then in favor of Stocks… If you’re a […]

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A Time for Prudence?

Investing is never easy, but there’s no denying that the last 10 years in U.S. equities have been a far smoother ride than most of history. How do we define “smoother”? In layman’s terms: higher returns with lower risk. In technical terms, we can look at things like the Sharpe Ratio, which measures risk-adjusted performance. […]

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7-Chart Sunday (9/12/21)

Sign up for our weekly newsletter here. 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) Solana Surge Solana’s market cap hit $63 billion […]

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Put These Charts on Your Wall … 2021 Edition

Put these charts on your wall for reference the next time you think… All-time highs are a reason to sell… It’s “oversold” or “at support” and has to go back up… It’s “overbought” or “at resistance” and can‘t possibly go higher… Investors are rational and would never buy stock in the wrong company because of a tweet… A meme can’t lead […]

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The Two Types of Investors

There are two types of investors: Pundits and Professionals… <> The Pundit thinks they know everything. The Professional knows that learning is infinite. <> The Pundit makes subjective predictions. The Professional makes objective assessments. <> The Pundit seeks self-promotion. The Professional seeks self-improvement. <> The Pundit exudes hubris. The Professional exudes humility. <> The Pundit […]

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Tuesday Trends (9/7/21)

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 equity relative strength hit a new high in August, continuing the decade-long run of US outperformance. In the past few weeks we’ve seen a slight pullback as international […]

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8 to 80 Monthly Update – August 2021

A monthly update of the Compound 8 to 80 Portfolio… Performance Review and Market Environment The 8 to 80 Portfolio gained 0.59% (net of fees) in August. The equity markets in the U.S. have been unusually calm thus far in 2021, with the S&P 500 already posting 54 all-time highs and doing so without a pullback greater than 5% […]

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6-Chart Saturday (9/4/21)

Sign up for our weekly newsletter here. 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) The Jobs Recovery Continues The US Unemployment […]

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Where Greatness Lies

Investors today are experiencing one of the calmest markets in history: The S&P 500 has posted a positive return in each of the last 7 months (February – August), and has done so with bond-like volatility (5.2% vs. 5.2% historical average for the Bloomberg Barclays Aggregate). This is lower than over 98% of historical periods […]

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Not All Risk is Rewarded

“Higher risk, higher reward.” This is one of the most repeated maxims in investing, and the basis of Modern Portfolio Theory. It’s also intuitive: riskier investments should be compensated with a higher return. But what should happen and what actually happens is not always one in the same… It’s May 2006 and Gold is all […]

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7-Chart Saturday (8/28/21)

Click Here for a replay of this week’s webinar discussing 5 Important Themes in Markets Today. __ 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 […]

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6-Chart Sunday (8/22/21)

Sign up here for our August 24 webinar on the most interesting charts/themes in 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. 6 charts from the past week that tell an interesting story in markets and investing… 1) […]

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5-Chart Friday (8/13/21)

Sign up here for our August 24 webinar on the most interesting charts/themes in 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. 5 charts from the past week that tell an interesting story in markets and investing […]

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7-Chart Sunday (8/8/21)

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) Jobs Jump The US Unemployment Rate moved down to 5.4% in July, its lowest […]

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Tuesday Trends (8/3/21)

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 equity relative strength hit a new high in July, continuing the decade-long run of US outperformance. b) US vs. Emerging Markets ($SPY/$IEMG) Weakness out of China has led […]

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8 to 80 Monthly Update – July 2021

A monthly update of the Compound 8 to 80 Portfolio… Performance Review and Market Environment The 8 to 80 Portfolio declined 0.52% (net of fees) in July. We saw a resurgence of covid-19 during the month, with the Delta variant pushing up cases in the U.S. to levels we haven’t seen since April. While the vaccinations still […]

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6-Chart Saturday (7/31/21)

Click here for a replay of this week’s webinar discussing the most important charts and themes thus far in 2021. — 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 […]

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The Long and Winding Road to Wealth

As children we’re taught that the shortest distance between two points is a straight line. Many expect investing to be the same, with high and consistent returns bringing you from point A (starting out) to point B (wealth). But markets don’t operate in the same realm as the physical world. There is no straight line […]

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