Now Show Japan

I did a post a couple of weeks ago about the potential benefits of dollar cost averaging. To recap: It’s automated It’s a great way to force you to save money It gives you the ability to systematically buy low, with the cherry being that you’re buying more the lower stocks go. I explained that…

Animal Spirits: The Richest 50%

Today’s Animal Spirits is presented by YCharts. Mention Animal Spirits to receive 20% off (*New YCharts users only) On today’s Animal Spirits we discuss: What’s going on with Softbank and WeWork Sears was a giant The U.S. housing market How Japan defied demographics 1 in 5 millennials Who shares fake news? Is the stock market moving faster? Listen…

These Are the Goods

Articles It’s easy to underestimate our ability to change in the future By Morgan Housel You don’t live longer than any human in history without getting a few things right By Derek Thompson US stocks, bonds and real estate are the most trusted and relied upon financial “risk assets” on planet earth By Josh Brown Greed…

Buy Low, Buy High

The last twenty years haven’t been great for U.S. investors. Specifically, it hasn’t been great for lump sum investors. If you invested $10,000 in the S&P 500 in 1999, you could have $29,800 today if you were able to hold on. But how many people threw $10,000 into the S&P 500 and never invested again?…

Animal Spirits: Record Outflows

Today’s Animal Spirits is presented by YCharts. Mention Animal Spirits to receive 20% off (*New YCharts users only) On today’s Animal Spirits we discuss: The gap is closing between active and index Can unemployment signal a recession Some more unemployment numbers J.P. Morgan’s Guide to the Markets Stocks look attractive Alphabeticity Bias Credit Card Perks Do women hedge…

The Wrong Debate

The Wall Street Journal put out an article about the under performance associated with high fee mutual funds. They say: “Consider the performance difference between high-fee and low-fee active funds focused on large-cap U.S. stocks. Over the past 10 years through the third quarter of 2018, the average high-fee option delivered an average annual return of…

Was That The Bottom?

Since the market bottomed On December 26th, the S&P 500 has gained nearly 9%, the strongest nine-day return since 2011. Everybody wants to know whether that was it, but there are no rules for how bear markets end, which is part of what makes investing so entertaining. We’re all just doing our best to navigate…

The Next 20 Years

There was an article in Barron’s over the weekend, It’s Been a Rough 20 Years for Stocks. The Next 20 Should Be a Lot Better. The first part of that headline is factually correct. From 1999-2018, the stock market experienced two crashes, and investors received just 5.6% annually for their troubles. Over the same time,  the Barclays…

These Are the Goods

Articles Resolutions don’t stick because they’re tactics, not systems. They’re strategies, not philosophies. By Ben Carlson No, you’re not going to keep your resolutions. And yes, you should absolutely make them. By Rusty Guinn If someone told you that earnings would increase 26% in 2018 and that profit margins would hit record highs, you would…

Animal Spirits: Market Swoon

Today’s Animal Spirits is presented by YCharts. Mention Animal Spirits to receive 20% off On today’s show we discuss: The market swoon The Ivy Endowments Investors are selling How markets bottom Buying when stocks are down big The stocks millennials bought in 2018 Listen below Recommendations While America Aged by Roger Lowenstein The Behavioral Investor…