Posts Tagged ‘magnificent 7’
The Death of 60/40: Where are we now?
At the beginning of 2022, I wrote a series, “The Death of 60/40.” The thesis was pretty simple. Real yields on bonds were negative, stocks were richly valued by historical measure, and the Fed had unleashed a monetary storm resulting in rising inflation. My conclusion that traditional stock and bond portfolios, especially passive index portfolios,…
Read More3 Signs That the Market Is Looking Bullish for September
The market is giving investors some reasons to be bullish for September, but the market can change quickly, so be prepared for anything.
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