Stocks, Bonds, Bills, and Inflation since 1926

Stocks, Bonds, Bills, and Inflation since 1926 Great chart showing the hypothetical value of $1 invested in stocks, bonds, and bills, at the beginning of 1926. Warren Buffett is right when he says that stocks are generally better than bonds. Picture souce: Morningstar

Short-term Pessimism Almost as Extreme as December

Short-term Pessimism Almost as Extreme as December The trade war and tariffs scared the stock market. Short-term pessimism is generally a good contrarian indicator, especially at a time when the media seem to be worried about the market. Image: Ned Davis Research

Only 11% of Asset Classes Have Posted Negative Total Returns in 2019

Only 11% of Asset Classes Have Posted Negative Total Returns in 2019 The rally is back, but for how long? According to Deutsche Bank AG, 90% of 70 financial asset classes posted positive total returns. Data for 2019 are through April. Picture Source: The Wall Street Journal

Ray Dalio, Founder and Chairman, Bridgewater Associates

Ray Dalio, Founder and Chairman, Bridgewater Associates In this video at Stanford Graduate School of Business, Ray Dalio discusses his life and career, principles, relationship, conflicts with other nations, increasing wage gap in the U.S. and more. “Just generally as an entrepreneur, you have to think differently in order to be successful. There’s a high…

Golden Cross Materializes in S&P 500 Price Action

Golden Cross Materializes in S&P 500 Price Action JPMorgan’s Philip Camporeale and David Kotok, CIO at Cumberland Advisors, discuss the late cycle euphoria. Rally in equities continues until it stops!

Stock Market Equity Risk Premium

https://www.isabelnet.com/wp-content/uploads/2019/03/stock-market-equity-risk-premium.mp4 This fabulous model shows if the US stock market return for the next 10 years is more or less attractive than the 10-Year Treasury Note The US stock market equity risk premium is the US stock market excess return for the next 10 years over the US 10-year Treasury Note. This is the premium…