Happy New Year
Happy New Year! I wish you the best of success in 2012. Let’s review 2011 and then see if there is anything of interest in the investment universe.
Read more >What is your investment management discipline?
Markets certainly have been wildly volatile this year. Dow up 300 one day, down 300 the next. I read recently that the Dow has moved over 14,000 points in the last few months and has essentially gone nowhere, which is really something (and quite exhausting!).
Read more >Protect Yourself
Clearly, protecting our identities is crucial in this day and age. Here are some tips that may helpful.
Read more >Everything’s Amazing and Nobody’s Happy
Comedian Louis CK being interviewed by Conan O’Brien helped me put some things into perspective recently.
Read more >Odds and Ends
Here are some random items I’ve been asked about by multiple clients. I thought I’d share some thoughts with you.
Read more >What’s Priced To Do Well?
Previously I wrote that the S&P 500 is likely to have pretty mediocre returns for the next several years. Fortunately, there are some reasonable alternatives. Below are a couple of ideas.
Read more >What Will Future US Stock Returns Look Like?
Recently Ben Inker of global investment firm GMO gave a speech at Babson College asserting that the US stock market will earn only 2.5% annually over the next several years.
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A Reasonable Time to Rebalance?
The stock market has had a glorious run over the last six months with the broad based S&P 500 index up over 20%. Now may be a good time to review your portfolio’s allocation and make sure your weighting to stocks isn’t too heavy relative to other asset classes.
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