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OLD AGE
Published: 10-16-2014It’s been 3 years since US equities have corrected more than 10%. But there’s no law about how long rallies can last without a correction.
In any event, as diversified, well-positioned investors (as, of course, we believe we are), does it really matter if stocks fall 10%? or 20%? If it does matter, you probably have the wrong portfolio. For the rest of us, volatility really does equal opportunity.
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Energy Panic 12-16-2014
Take a look at the price of a barrel of good ol' West Texas Intermediate (see graph below). Two things jump out at ...
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Disconnect: How Can Markets Be At All-Time Highs When the World Around Us Is Collapsing? 08-18-2020
Answer: Markets reflect the dynamism and adaptability of private companies, not geopolitical events or socioeconomic ...
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US economic growth 10-14-2014
So, US economic growth is outpacing the rest of the developed world (and much of the non-developed, um, emerging, ...
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