S&P 500 Intra-year Declines vs. Calendar Year Returns
Red dot and number show decline during the year. Gray bar and number show year end result. For illustrative purposes only. https://am.jpmorgan.com/us/en/asset-management/protected/adv/insights/market-insights/guide-to-the-markets
3 Things I See In The Market
When Markets Get Drunk
Embrace the Suck
RUNNING INTO RECOVERY
Heart attack survivor shares story Danny Rivers recently survived a surprise heart attack. Now, he is working to change his lifestyle by picking his running hobby back up and making dietary changes that will help him stay healthy. (Contributed) On the afternoon of April 28, 2021, Danny Rivers, an El Dorado local, was doing a […]
Looking Forward To It
My entire career, I’ve heard that stock markets are a forward-looking mechanism. According to the theory, markets anticipate the future based on all the data that everyone has. Furthermore, market prices now reflect where the economy will be at some point in the future. If that’s true, then why do we see phrases like “better […]
The Lost Art of Listening
I try to be objective, with the given that, of course, I will form an opinion. My opinion is I expect a long-term recovery. I do not see a quick “V-shaped” recovery*. I think the current rally in the markets is too optimistic. How does that opinion affect my investment advice? Being objective, it means […]
Diversify Well
New England Patriot head coach Bill Belichick is known for adding “well” to “do your job.” In order for the team to succeed, he had said, “just do your job, not someone else’s job.” Then he began saying “do your job well.” Ray Dalio says diversify well. Some people try, but do not diversify well. […]
Two Sides of the Same Coin
Like everyone else, I’m hoping for two types of recovery. The first is health. To everyone who has been effected (affected?). To everyone who works in the medical field. Just an overall health recovery. The second one is economic recovery. When I think about the economy, I’m trying to weigh out two sides of what […]
Inspiration For a Change
I recently read a paper from Bain & Company, The Coronavirus May Inspire a Great Retooling. James Allen, a senior partner from Bain in London, draws similarities between the COVID-19 crisis today and the war-time era of the 1940s. Allen discusses how CEOs of the 1940s adapted to their circumstances and “retooled” their businesses to […]