Investing 101
A collection of 34 posts
Balancing Trade-Offs | Bonds 101
Investors typically think of bonds as the safe, sleepy part of their portfolio. And, for the most part, they’re exactly right—bonds can be pretty boring. Though that wasn’t the case in 2022. After enduring the worst calendar year in bonds in decades, well, no one is calling
Yield Curve Flashes Yellow
One of Wall Street’s go-to recession warning signs—the yield curve—is flashing yellow right now. The media is all over it and the headlines sure sound scary. Since I too include the yield curve on my “recession dashboard,” let’s take a closer look at what it is,
Down, Not Out
"Reports of my death are greatly exaggerated.” Mark Twain didn’t quite say that, but I’m reminded of the misquote these days whenever I read articles declaring the death of the classic balanced portfolio—60% stocks and 40% bonds. There’s no sugar-coating it, 2022 has been a
Taking Stock As We Set Off
If there were any doubts, they were squashed in September—investment markets are firmly in the bear’s grip. Not only are U.S. stocks roughly 25% lower than they were at the start of the year, but bonds are having their worst run in at least four decades.