Profiting from the new space race
A new space race is heating up.
The long term, part 2
Following my first post on this topic, a reader suggested I also look at how an all-equity portfolio and a 60/40 portfolio would have performed over the same period assuming a 4% spending rule.
Where is growth going?
* Bond markets moved a lot after a weak German manufacturing sentiment opinion poll. Bond yields fell as investors became negative about the economy. At the same time, equity investors have stayed more positive about the economic outlook. * This split in views mirrors a split in the data. Manufacturing sentiment data has been weak. […]
How well are consumers consuming?
* Today is a consumer-focused day. Consumer spending numbers come from Germany, France and other European economies. The European consumer (except the Italian, of course) has a lot to be cheerful about. Labor markets are strong. Bank lending is normal. There are localized problems (riots on the Champ Elsysee deter shoppers), but the numbers should […]
The long term, part 2
Following my first post on this topic, a reader suggested I also look at how an all-equity portfolio and a 60/40 portfolio would have performed over the same period assuming a 4% spending rule.
Where is growth going?
* Bond markets moved a lot after a weak German manufacturing sentiment opinion poll. Bond yields fell as investors became negative about the economy. At the same time, equity investors have stayed more positive about the economic outlook. * This split in views mirrors a split in the data. Manufacturing sentiment data has been weak. […]
Profiting from the new space race
A new space race is heating up.
How well are consumers consuming?
* Today is a consumer-focused day. Consumer spending numbers come from Germany, France and other European economies. The European consumer (except the Italian, of course) has a lot to be cheerful about. Labor markets are strong. Bank lending is normal. There are localized problems (riots on the Champ Elsysee deter shoppers), but the numbers should […]
The long term, part 2
Following my first post on this topic, a reader suggested I also look at how an all-equity portfolio and a 60/40 portfolio would have performed over the same period assuming a 4% spending rule.
Where is growth going?
* Bond markets moved a lot after a weak German manufacturing sentiment opinion poll. Bond yields fell as investors became negative about the economy. At the same time, equity investors have stayed more positive about the economic outlook. * This split in views mirrors a split in the data. Manufacturing sentiment data has been weak. […]