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Blog Posts
Timely insights from our team
Commentaries
Concise overviews on a variety of economic and market events that affect all investors
As a novice investor, it’s hard not to worry about sudden swings in the market tied to a roller coaster of current events. But in reality, there will always be major events, and when we look at their impact on returns we see that historically most events don’t have a long-term impact on market performance. The worst returns in the stock market happen during recessions and the worst returns in the bond market happen during unexpected higher inflation. Our Market History Report shows you a year-by-year view of the investment performance of stocks, bonds, and cash and corresponding major events since 1928.
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Additional Commentaries
Earnings and the Stock Market
Understand the relationship between earnings and the S&P 500 price index.
Inflation Eats Away at Your Spending Power
How does inflation affect earning power over time?
US GDP measures spending not wealth or earnings
Markets are driven more by the economy than by politics.
What is a Yield Curve?
What do they mean and why do we care?
Silicon Valley Bank and Bank Runs
03-13-2023
In the 1946 movie It’s a Wonderful Life, there is a run on George Bailey’s bank when depositors want to withdraw their money all at the same time. Since the business model of banks is to loan out the money that customers deposit, when too many customers want to...
Goodbye 2022 … Glad to be in 2023
01-04-2023
2022 was an unusual year in both the stock and the bond markets. We examine why and what to expect from 2023.
Brief, and Surprising, Review of the Market
09-14-2022
Despite the market decline, corporate profits are hitting record highs. Investors and consumers are nervous, so we look deeper into numbers.
The Waiting Game
07-15-2022
High inflation and low bond rates are not a sustainable situation. Read how this is playing out in the financial markets…and what to expect next.
Inflation, Bond Yields, and the Stock Market
06-13-2022
It is a very unusual time in the market when corporate profits continue to grow but stock prices decline. We look to the bond market for an explanation.
Market Declines, Recession, & Inflation
03-16-2022
Stocks have had a painful ride over the last two and half months, but bonds don’t look great over the past year either. What can we expect going forward?