Tag: market returns
Retirement Planning: Annual Investor Checkup For Year 2020
One of my more popular, virtue-signaling, tweets recently was about how I have maxed out my Roth IRA for 16 straight years, 457(b)/401(k) 8...
Analyzing the Past Decade for Investors: Let’s Get Real
The onslaught of posts analyzing the past decade for investors is upon us.
In this post, I take a look across asset classes and...
Investors Corner: US vs. Non-US Equities Box Analysis
Most of us all familiar with the Morningstar Equity Style Box that measures performance among the 9 ‘styles’ from Small Cap Value in the...
A Tale of Two Stock Market Tapes
Equities versus Bond Yields (6 month change) Performance Chart
There’s nothing quite like the promise of a rate cut to get the animal spirits of...
3rd Quarter Investing Update and Market Outlook (July 2018)
“In the 20th century, the United States endured two world wars and other traumatic and expensive military conflicts; the Depression; a dozen or so...
November Stock Market Weakness: A Time for Thanks-Giving
The S&P 500 Index (INDEXSP:.INX) declined -0.13% this past week with Friday’s close coming in at 2,578.85.
The index traded as low as 2,557.85 on Wednesday,...
Stocks Are Making History, But Will They Follow History?
The compliment to “Sell in May and Go Away” doesn’t have a catchy jingle, but the historically best 6-month stretch of the year for...
Stock Market Volatility Index (VIX) Surges as RSI Tops 80
After periods of extreme complacency, we are often met with times of severe reversals.
This has been the case for the VIX Volatility Index ()...
The Return Of The Return On Equity
Return on equity is a key profitability metric for stocks, it's useful in comparing individual companies but it can also yield insights at a...
