FEATURING THE LEAD-LAG REPORT‘S PUBLISHER, MICHAEL GAYED I’m a firm believer that when it comes to examining current economic and market conditions, the bond market gets it right more often than the stock market. With inflation rates soaring and the Fed ending its years-long ultra-loose monetary policy conditions, the big question is whether or not … Continued
This post originally appeared on Ben Carlson’s A Wealth of Common Sense on 3/22/22. Follow Ben on Twitter @awealthofcs for more! —— Interest rates are on the move. Here’s a look at government bond yields moving up across the board: Download Visual l Modify in YCharts These yields still pale in comparison with the inflation rate but rates are now much … Continued
This post originally appeared on Ben Carlson’s A Wealth of Common Sense on 2/20/22. Follow Ben on Twitter @awealthofcs for more! —— From 1990 through the end of 1999, Microsoft’s share price went from around 60 cents to almost $60. That was a gain of nearly 10,000%, good enough to turn $10k into $1 million. Not bad. Then the … Continued
FEATURING I/O FUND’S, TECHNOLOGY INDUSTRY ANALYST, BETH KINDIG @Beth_Kindig, and Bradley Cipriano Markets have been volatile in 2022 and growth stocks have had a rollercoaster year so far. Countless high-performing technology stocks have been sold indiscriminately this year. For instance, growth leaders such as CrowdStrike, Datadog, and Snowflake were all down over 20% at one point in … Continued
FEATURING RAMP Capital, @RampCapitalLLC One year ago during the retail trader and meme stock revolution, a new cult quip dubbed “diamond hands” was being spread around the world. There are many definitions on the web, but in general, someone who has “diamond hands” has a high tolerance to ignore volatility and large drawdowns in order … Continued
FEATURING THE FOUNDER & CEO OF COMPOUND CAPITAL ADVISORS, CHARLIE BILELLO, @charliebilello Is this a bull or a bear market? In looking at any of the major U.S. indices, that might seem like a ridiculous question. The S&P 500 is up over 20% on the year and has hit 66 all-time highs, the second most of … Continued
FEATURING SOCIAL CAPITAL’S EMERGING MANAGER, AUSTIN LIEBERMAN, @LiebermanAustin A $10,000 Investment in Microsoft in 1986 is Worth $39 Million Today! I hate these headlines. But let’s play along.. A $10,000 investment in Microsoft on November 3, 1986 held through November 29, 2021 is worth $38.9 million today. That’s a 389,000% return compared to a measly 4,270% return … Continued
FEATURING THE HOST OF WE TALK MONEY PODCAST, CHRIS DUNN @ChrisDunnTV When you ask someone the main reason why they invest, they are likely to respond with: “to grow my money, and beat inflation”. Over the past decade, inflation has been rather muted. Investors in equities have been handsomely rewarded with low interest rates, low inflation and … Continued
FEATURING THE FOUNDER OF LYN ALDEN INVESTMENT STRATEGY, LYN ALDEN @LynAldenContact One of my favorite ways to use YCharts is to keep track of various interest rates compared to various measures of inflation on one convenient chart. Historically, interest rates and inflation have often moved together, but things have been very different in 2021. We can … Continued
FEATURING 7 INVESTING’S, FOUNDER & CEO, SIMON ERICKSON @7Innovator In today’s full-throttle world, we’ve gone numb to hearing about stock-based compensation. During earnings calls, we yawn or mentally check out when companies start talking about their “adjusted earnings” or their “adjusted margins”. We already know and have come to accept that Silicon Valley’s fast-growing tech … Continued