Tag Archives: DOW
Reality Check September 2024
Summer break is over. School is back in session. Football rules the weekend. With the turn of the month, and the approaching autumn season, comes a reality check. A time to pause and take stock of where things stand. A time to make decisions.
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Are You Gambling with Your Retirement Account?
And just like that. The year is half over. Can you believe it? Hardly the blink of an eye ago we were putting the final touches on our one great big nasty prediction for 2023 – that China will invade … Continue reading
Why Bonds Are Behaving Like Risky Assets
Since 1976, there have been eight years in which the S&P 500 declined. Bonds softened the stock market losses every time. When stocks went down, bonds went up. Since 1987, Alan Greenspan, and the Greenspan put, made sure of it. Yet, this time is different. Over the first nine months of 2022, bonds and stocks have fallen in tandem. And as stocks have fallen, Fed Chair Powell has hiked interest rates. Continue reading
Grantham’s ‘Real McCoy’ Bubble in a World Gone Mad
On June 17, billionaire investor and co-founder of the Boston-based money manager GMO, Jeremy Grantham, sounded the alarm. During a CNBC interview with Wilfred Frost, Grantham warned that the U.S. stock market’s rebound amid the coronavirus pandemic is a bubble that will end up hurting many investors. Continue reading
