If you consume enough news, you’ll eventually come across a common refrain: “some worry”. Innocuous enough, right? It’s not “all worry”. It’s not even “most worry”. It’s “some worry”. Oh, the indeterminate “some”. While seemingly inoffensive, “some worry”s are enough to subtly plant the seeds of doubt. Nestled between a headline and the corresponding worst…
Investing
The Most Difficult Decision in Finance
As Casey recently alluded to on an episode of the Mullooly Asset Show, when it comes to investing, getting out is easy, it’s getting back in that’s the hard part. In fact, I’d go so far as to say it may be the most difficult decision in finance. Nobody wants to jump back in just…
All at Once
Like ketchup coming out of a repeatedly tapped glass bottle, it seems small cap stocks are finally rewarding investors in the fourth quarter of 2020. Through September 30, 2020, it had been three years without return for small cap stock investors: As if that weren’t frustrating enough, the S&P 500 was up over 40% during…
A Newfound Appreciation for Risk
Given the lightning speed with which we’ve seen the market both decline and recover in 2020, there’s been every opportunity to feel the full spectrum of investing emotions. From despondency to euphoria, we’ve felt it all. Considering this, many investors may now be wondering if the market’s near round-trip is the perfect chance to realign…
Political Pollution
What if I told you I had a rock solid market indicator? It uses one signal to move out of stocks ahead of danger. Here are the results of its last two signals: 11/06/2012 it says sell. Over the next 12 months, the S&P 500 goes on to return 26%. 11/08/2016 it says sell. Over…
Different Dollars, Different Time Horizons
We build and consume retirement savings gradually. We gradually trade our human capital for pay. We gradually invest a portion of that pay. And, in the future, we gradually use what we accumulate to support ourselves as our human capital dwindles. This is the life-cycle of the average retirement account, which is all intuitive when…