Latest Articles
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Is Your Retirement Portfolio Built For 2008 Or For 2022?
Part of our series on building a mix that lasts. Start here: is 60/40 dead? Most retirement portfolios were built with one bad year in mind, and it’s usually 2008. That’s the year the bond half of a 60/40 mix did exactly what it was ...
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Investors Pulled $7 Billion From Three Cash Funds In A Month. Where Did It Go?
Follow the whole story: every piece in this series is on our AI storyline page . Where did it go? Into stocks, with an unusually big share heading for semiconductors. We’ll walk through the flows, then open up the chip funds and look at th...
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The S&P 500 Is Up 75% In 3 Years. Priced In Gold, It Is Down 14%. Which Is Real?
Part of our series on building a mix that lasts. Start here: is 60/40 dead? Which is real? Both, and the gap between them is the interesting part. In dollars, your S&P 500 fund rose about three-quarters in three years. Measured against gold,...
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Bonds Now Pay More Than Stocks. Is 60/40 Back?
Part of our series on building a mix that lasts. Start here: is 60/40 dead? Is 60/40 back? On the yields, more than it has been in years: the bond side now pays more than the stock side earns, and in 2021 it paid far less. We’ll show you t...
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What If You Add Gold And Cash To A Dividend Portfolio?
Part of our series on building a mix that lasts. Start here: is 60/40 dead? Here’s the short answer. In the nine and a half years we tested, adding gold and cash to a dividend-and-index portfolio gave you more return than 60/40 and a much ...
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Are Dividends The New Bonds?
Part of our series on building a mix that lasts. Start here: is 60/40 dead? Are dividends the new bonds? It’s a fair thing to wonder, especially after 2022, when the bond fund lost 13% and a lot of dividend stocks didn’t. We’ll...
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Dario Amodei Or Elon Musk: Who Is The Better Leader For Investors?
Follow the whole story: every piece in this series is on our Anthropic IPO storyline page . This is a fun question, and a serious one. People argue about Elon Musk and Dario Amodei the way they argue about quarterbacks. We’re going to skip...
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Where Will Your Portfolio Be In 2031, Not Tomorrow?
Follow the whole story: every piece in this series is on our AI storyline page . The question worth a quiet weekend isn’t what Monday does. It’s where your money needs to be in 2031, and whether Thursday changes that. We’ll get...
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Who Should You Call When The Market Drops 5%?
Follow the whole story: every piece in this series is on our AI storyline page . Who should you call when the market drops 5%? It’s a fair question, and a good instinct: talking it through beats acting alone at 3:55 pm. We’ll answer ...
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Should You Invest More Right Now, While Stocks Are Down?
Follow the whole story: every piece in this series is on our AI storyline page . Should you invest more right now, while stocks are down? It’s a fair question, and the data gives a clearer answer than you might expect, so we’ll lay i...
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Is 60/40 Dead?
Follow the whole story: every piece in this series is on our AI storyline page . Short answer: 60/40 isn’t dead. It has one blind spot, and you can see it in a single year. Here’s the part worth staying for: a mix that adds dividend ...
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Will Stocks Rebound Today, Or Do You Have A Plan?
Follow the whole story: every piece in this series is on our AI storyline page . Will stocks rebound today? It’s the question in every inbox this morning, and it deserves a straight answer, so we’ll give you one, with data. But here&...
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Stock Market Crash Or Rally? Plan For Both
Part of our midterms guide. Start here: what the vote really changes for your money . Image from Pixabay What Does Everyone Already Know? On Monday, the Nasdaq 100 closed more than 10% below its Oct. 6 peak: a correction, its third this year....
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Does Cash Beat Debt When Markets Turn?
Inflation is back at 3.7%, the 10-year Treasury pays about 5.1%, and US oil is above $100 a barrel. Money is getting more expensive, and some companies need it more than others. When the market turns in a setting like this, does it matter what yo...
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How Do You Invest For A Crash And A Rally?
Inflation is back at 3.7%, and we think it is being pushed up by tariffs, war, a shortage of workers, big deficits and an AI spending race . And the AI build-out increasingly runs on borrowed money. That leaves investors with two stories running ...
