Fixed income investments are important to analyze because they are a key component of the global financial system and of individual investor’s portfolios. Financial managers typically recommend an allocation to fixed income such as bonds because they offer a guaranteed return and are supposed to protect your portfolio if stocks go into a downturn. One […]
Fixed Income Returns: Bonds vs. Inflation & M2 (1986-2024) Read More »
In 1995, Vanguard opened the door for the average person to access international markets, including mutual funds for Emerging Markets, International Small Caps, and International Value. This marked a turning point for retail investors. Data Note: This analysis begins in 1995 to capture a full 30-year history. Please note that investable Index Funds for Global
Equity Returns (1995 to Present): US vs. International Markets Read More »
The S&P 500 (Standard & Poor’s 500) is a stock market index that tracks the performance of the 500 largest publicly traded companies in the United States. When watching the news, you might hear that the “market” is up. The S&P 500 is the market. It is also known as a benchmark. The S&P 500
What is the S&P 500? A Beginner’s Guide to the Market Read More »
International investing existed before 1986, but it was very different than what it looks like today. In 1969, the EAFE (Europe, Australasia, and Far East) index was created by Capital International, a unit of The Capital Group. The Capital Group wanted to invest internationally, but couldn’t find good data, so they created their own index
Equity Returns (1986 – Present): US vs. International Markets Read More »
This is my first post looking at global equities priced in gold. I plan on making this a weekly analysis just like my U.S. indices and crypto ETFs. Why Track Broad International Markets? I was debating whether to make my analysis focus on individual foreign countries or broad international markets. I decided to focus on
Global Equities Priced in Gold: Weekly Analysis (Nov. 28, 2025) Read More »
I hope everyone had a great Thanksgiving holiday. The trading week of November 28 is over after two shortened days on Thursday and Friday. Post-Thanksgiving Market Performance: The “Real” Returns S&P 500 (VOO): .06% Dow Jones Industrial Average (DIA): -.46% Nasdaq (QQQ): 1.26% Russell 2000 (IWM): 1.88% Returns From Previous Weeks November 21, 2025
U.S. Indices Priced in Gold: Weekly Analysis (Nov. 28, 2025) Read More »
What is the Money Supply? The money supply is the total amount of money that is circulating in economy. It’s also known as the M2 money supply. Key Components of M2 Money Supply – Cash– Checking Accounts– Saving Accounts– Money Market Funds It’s essentially any money that can be converted to cash quickly and be
Analyzing the U.S. Money Supply (1972 – Today) Read More »
Below are CAGRs (Compounded Annualized Growth Rates) of US equity styles from the ending of the gold standard to today. It’s important to look at CAGR because it accounts for “investing math”. CAGR answers the question, “If I put money in at the start and don’t touch it, what steady interest rate would have gotten
Annualized Returns of US Equity Styles (1972-Today) Read More »
Each of the major indices were down this week. Small caps actually performed the best with a small decrease of -.34%. QQQ was down -2.65%. Nvidia was down -5.51%, dragging down the indices because of its massive weighting. Asset This Week Year to Date QQQ -2.65% -26.82% SPY -1.48% -27.87% DIA -1.39% -29.23% IWM -.34%
This Week’s Returns Priced in Gold (Week of 11/17/25) Read More »
We are entering a new era of investing where the previous advice and strategies will no longer apply. The Boglehead portfolio, 60/40, and other simple investment strategies may not be applicable in the future. Why the 125% US Debt to GDP Ratio Changes the Rules The US Debt to GDP ratio is around 125%. Debt
Investing in a Fiscal Dominant World: High Debt to GDP Read More »