... and that doesn’t seem to be changing anytime soon. Of course I’m kidding around a bit because I do love this stuff – it just sometimes feels like a feedback loop.
What does change, however, are the assumptions ...
Good morning and Happy Tuesday. We’re less than a week out from Tax Day so here’s a grab bag of things to remember if you’re like me and your completed return has been ready and waiting for signature and ...
... solid performance was more prevalent during the quarter than has been typical lately. Popular stocks like Nvidia, Meta (Facebook), and Netflix had another banner quarter, up 82%, 37%, and 25%, respectively, ...
... here. Instead, I’ll provide some links and notes to scan through and you can read more when you have the time.
First, here’s a link to a brief article on the update. I like this format because Axios ...
... and the markets care more about inflation at the “headline” level then about individual anecdotes. Metrics like the Consumer Price Index and variations on this theme that come from the government may seem ...
... the extremely long distances between landmarks. For example, a bridge taking shape on the horizon was an incremental goal – just make it to the bridge. But after what seemed like hours of paddling the ...
... and students are scrambling but so are schools. Ordinarily kids have until May 1st to decide but some schools like the UC and CSU system in California have bumped this back to May 15th. Other schools extended ...
... and how each leads to different investment implications.
A link is below if you’d like to read the whole article with charts, hyperlinks, etc.
From the WSJ…
Productivity is booming (buy Big Tech!) ...
Tax season is frustrating for lots of people. Our system is incredibly complicated and, perhaps ironically, only gets more so when we’re doing what we’re supposed to be doing like working hard, saving, ...
... interest expense if they made every loan payment. And you could potentially drop add-ons like private mortgage insurance if your loan-to-value ratio gets low enough, meaning more savings.
Here’s a good ...
... better than buying and holding bitcoin yourself. And they have a point but I’ll get to that shortly.
You may be familiar with physical gold funds from providers like Sprott. If you want gold exposure ...
... them and it can be hard to see through the clutter. In my industry there’s a lot of financial bias, so to speak, that can make predictions and longer-term forecasts can seem more like product pitches. ...
... Very much like weather reports, some market calls end up being accurate while others can be very wrong, but it’s still instructive to pay attention to them. I like to blend multiple predictions to get ...
... AI enthusiasm boosted returns and companies in the S&P 500 like NVIDIA, Meta (Facebook), AMD and Tesla were each up over 100% for the year, far outstripping the index’s return. Much of the rest of the ...
... finish out pretty strong, especially when compared to last year.
The outlook is still primarily focused on the Fed and interest rates, and that’s unlikely to change anytime soon. As I mentioned recently, ...
Recently a few clients asked about what a soft landing for the economy would look like and how it might show up in the various metrics watched by market prognosticators. Soft landings don’t happen very ...
... approach to finding a placeholder is to change management style or regions. For example, if you’re selling a passively managed broad market ETF like Vanguard Total Bond Market, ticker symbol BND, you could ...
For this shortened Thanksgiving week let’s look at where the markets are now, sort of a mid-quarter update. You’ve likely noticed that stocks have done well over the past few weeks and bonds have perked ...
... my personal and professional life while respecting its immense power, its limitations, and its risks. We’d all probably say something similar.
However, the articles above and others like them make me ...
The stock market just had its best week of the year last week and bonds also performed well. I call your attention to that because it seems like it’s been a while since the markets had a good week. That ...