#9 – “Institutions Can’t Beat A Basic Buy and Hold Allocation”
Pension funds’ annualized aggregate returns since 2000 have been virtually identical to a simple 60-40 index portfolio.
That feels somewhat expected it seems, but what...
#7 – “REITs and Gold Have Outperformed US Stocks This Century”
Let’s rewind to Y2K. Britney was topping the charts, people were hoarding water in prep for the digital apocalypse, and U.S. stocks had just...
#6 – “The Stock Price Drops When The Company Pays A Dividend””
Investors love passive income. They fantasize about sitting on the beach, drinking pina coladas while their dividend checks roll in.
However, each dividend payment causes...
#5 – “The US is a Minority of Global GDP”
Most investors assume the US economic juggernaut is the world's largest, and they'd be right. But if you were to guess just how much...
#4 – “Bonds are NOT Safe Investments”
Most investors think of Treasury bills—the short-term, “risk-free” U.S. government debt—as the ultimate safe haven. No credit risk, highly liquid, guaranteed by Uncle Sam....
#3: “US Stocks Can Underperform Foreign Stocks For Way Longer Than You Think”
In our last piece, we examined just how long US stocks can go underperforming US bonds. The answer was, a lot longer than most...
#2: “Stocks Can Underperform Bonds for a Long, Long Time”
If you asked the average investor to name the most iron rule of investing, they’d likely say: “Stocks outperform bonds.” And yes, over the...
Chasing Buffett: Can You Get Berkshire Returns Without the Oracle?
Some of you may have seen that I built a customGPT trained on all my blogs, papers, books, and podcasts. You can even go...
20 Things You May Not Know About Markets (or That Might Surprise You). #1 – Normal Stock Market Returns are Extreme
We're starting a new series here that will eventually be a short paper, but thought we'd drip these articles out every week over the...
Want to Make the BIG Money?
If you ask most people who makes the big money, they'll likely say athletes like Ronaldo or celebrities like Taylor Swift.
Some might respond CEOs...
