Starting Yield and Future Bond Returns
“Remember how excited people were about bonds when rates were under 1%? You see how bearish people are about bonds today, with yields at 4.5?”…
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Does it Still Make Sense to Own Bonds?
“Bonds as an asset class will always be needed, not just by insurance companies and pension funds, but by aging boomers.” – Bill Gross, retired founder of PIMCO It’s an 800-pound gorilla. The biggest asset class in the world (and...
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Hot 2024 Presidential Election Talk
“If you mix your politics with your investment decisions, you’re making a big mistake.” – Warren Buffett, Berkshire Hathaway Benjamin Franklin famously stated, “Nothing is…
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Past Performance and Investment Decisions
“My investment plan was built with the assumption that I would experience a number of both bull and bear markets over the years.” – Ben…
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August 2023 Market Commentary
“You should follow price. Quit trying to be an expert, follow prices and follow trend.” – Jerry Parker, Chesapeake Capital In Pure Portfolios’ August 2023…
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The Big Short’s, Big Short
“Everything I do in investing is just very different.” – Michael Burry, famous investor featured in “The Big Short” Michael Burry predicted the 2008 housing…
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The Plight of the Dividend Investor
“If company management can’t think of anything else to do with their money, they should pay dividends. If they have good places to invest, that’s…
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Is the Market Detached from Reality?
“Wealth isn’t primarily determined by investment performance, but by investor behavior.” – Nick Murray, finance author & speaker The U.S. equity market has come roaring…
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The Loneliest Trade
“If it’s obvious, it’s obviously wrong.” – Stanley Druckenmiller, former founder of Duquesne Capital Most investors know about the sterling performance of big technology stocks…
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July 2023 Market Commentary
“One lesson I learned is to make fewer decisions. Sometimes the best thing to do is nothing.” – Lou Simpson, former Berkshire Hathaway employee In…
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