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Monday, November 20, 2017

Why aren't we paid more?

I promise that this is a valid post and not the inappropriately located early rumblings of a labor strike...and now that I have alleviated the concerns of my bosses who may or may not read this blog, we can carry on...

My colleague recently wrote a post on his blog entitled "NFIB Small Business Optimism Index Highlights Tight Labor Market".  One of the big takeaways from the NFIB report was that, "Fifty-nine percent of owners said they tried to hire in October, with 88 percent of them reporting no or few qualified applicants." 

Saturday, November 18, 2017

Hard to Lose Money

For U.S. investors it has been almost difficult to lose money thus far in 2017.  The below chart shows that most global equities and sovereign 10yr bonds are in positive territory in US dollar terms for the year.


Things will not always be so rosy, so let's enjoy it while it is.

Thursday, November 16, 2017

Where to Invest?

Below is a cool chart showing the current 12 month forward P/E ratio for stocks by country.  That is, how expensive are stocks in relation to what they are expected to earn over the next 12 months?


Saturday, November 11, 2017

Wealthy vs. WEALTHY

Why are you investing?  What's the goal?  What are you willing to give up to reach that goal?  A lot of the "advice" on this blog (and many other financial blogs) assumes that you want to retire at some point and that you are willing to give up a certain percentage of current consumption in order to save for that goal. 

Unfortunately, what most investors seem to be looking for is a "hot tip" with unlimited upside so that they can get incredibly wealthy in a relatively short period of time. Obviously, the "advice" has to be different to reach this goal.  Well, I'm here to provide that "advice" (mostly by borrowing it from a better blog).

Thursday, November 2, 2017

With Age Comes Wisdom

The results of the Schroders Global Investment Study 2017 have recently been released.  The study surveyed 22,100 people from around the globe to find out what they expected as a return on their investments over the next five years (Schroders).  Apparently investors expect a 10.2% annualized return over that time period.

Monday, October 23, 2017

We've Reached the Peak

While I generally refrain from sharing opinions on this blog, sometimes I must make an exception.  The S&P 500 will undoubtedly reach its cyclical peak on November 1, 2017.  How can I be so confident you ask?  Simple.  The bagel is back.

Thursday, October 19, 2017

1987 Market Crash - 30 Years Ago Today

"On October 19, 1987 the Dow Jones Industrial average lost 22.6 percent of its value in a single day, a percentage drop twice as much as any single day in the 1929 stock market crash." (US News).  In light of this historic day in markets, many market participants are sharing their memories of that day.  I wish I could do the same for you, but I was not born for a few more years...so instead let's look at some pictures of how scary it was.