May 17, 2023: In this article we'll discuss a new financial planning/portfolio tool we've added to our arsenal, as well as sharing our current thoughts on I bonds, the problems in the banking system, and the general market outlook. A next-generation tool to build better financial plans Old-time …
Weathering the markets’ worst first half in 50 years
July 8, 2022: Our primary goal is to help our clients grow their investments over time, and hugely important to that pursuit is the avoidance of disaster along the way. This means steering clear of market “wipeouts” – huge losses that can take years or potentially even decades to recover …
The bursting bubble(?), potential outcomes, and an opportunity in I Bonds
May 3, 2022: In this article we’re going to discuss signs of a bursting US growth stock bubble, the downturn in global markets more broadly, our investment outlook, and a good investment you can make on your own. How’s the bubble doing? (short answer: not well) In February, we suggested that …
Ukraine, Russia, and markets
March 7, 2022: Like everyone, we’ve been riveted and horrified by the Russian invasion of Ukraine. Some clients have asked about investment implications, so we put together a few thoughts below. For some perspective, Russia represented about 2% of global economic activity, and Ukraine a lot …
What’s going on with housing?
October 15, 2021: In this article, we’ll discuss the housing market – the causes of the price boom, how sustainable they are, and how this compared to the mid-2000’s bubble. Why have home prices gone up so much? In the 12 months leading to July 2021, single family home prices increased by 20% …
A generational opportunity in value vs. growth
August 10, 2021: Back in late January, we argued that US growth stocks had become a full-scale bubble. Since then, some of the high-flying investments we wrote about have done quite poorly. Tesla and Gamestop both peaked within days of our article; they are down 21% and 56% respectively. An …
If there’s a bubble, why not go to cash?
March 4, 2021: We’ve gotten this question a few times: a bursting bubble in US growth stocks will likely drag everything down for a while; why not just sell out and wait for this to unfold? It’s a reasonable question, and we would love to be able to avoid a downturn if we thought it could …
US growth bubble part 2: how we’re investing
March 4, 2021: In our last article, we made the case for a major speculative bubble in US growth stocks . Below we’ll discuss how we are investing in this situation, starting with a look back at the last two major bubbles. The tech bubble – safety in value The US stock market declined by …
The investment impact of the election
October 29, 2020 We’ve been getting a lot of questions about the election and its potential impact on the stock market, so we wanted to write some thoughts on the topic. To begin with, we should mention that we have very low exposure to US stocks. This has nothing to do with the election, and …