Old school investors “won” last week hands down. The “trendy” stock markets and indices that are concentrated in tech shares, especially semiconductor shares (e.g. the NASDAQ and Asian exchanges like the KOSPI), took it on the chin, as investors finally got skittish on the broader A.I. trade. The winners last week were what I view as the “boring places to have your money”, including US Treasuries, European stocks, and indices like the DJIA that are not heavily concentrated

"....That being said, let’s motor on to what really matters in the coming days – May CPI in the U.S. (released yesterday), upcoming central bank meetings, the SpaceX IPO which is on the launch pad (no pun intended), and U.S. social security."

This article is the third update of an article I originally penned in March 2022, examining the long-term return of US stocks. The short answer to the question "do stocks always go up" is a resounding "yes", so long as the holding period is long.

This is a short article about the K-shaped economy, driven by persistently high inflation and exacerbated by the errant "One, Big Beautiful Bill".

US Treasury yields are stuck, with the 10y UST yielding just north of 4%, What might be coming next? This article presents the factors that will influence the next gap up or down in UST yields.

Inspired by Mr Trump's false claims that he inherited the "worst economy ever", this article looks at administrations' economic performance.

Here are a few last-minute thoughts on the US election which will be held on Tuesday, Nov 5. A lot is at stake, but Weds, the world goes on

I wrote about portfolio allocation pre-retirement a few weeks ago. This article is about “sizing” your drawdowns after you retire.

"Guns or butter" is a macroeconomic concept regarding govt budget allocation, but this article is about similar consumer decisions.