A Wealth of Common Sense. Investor, author, and host of Animal Spirits podcast, focuses on simplifying finance for everyone; has backed over 200 companies.
Here are 7 of the biggest risks from the past 100 years or so of financial markets:
1. Following the Roaring 20s the U.S. stock market peaked in September 1929. Over the next three years or so the stock market would fall 86%.
A $1 million portfolio would have turned into $140,000.
2. The 1970s inflation was absolutely brutal for households and investors alike. The inflation rate averaged nearly 8% per year that decade, wh...
Today’s Talk Your Book is brought to you by Janus Henderson Investors:
To learn more about Janus Henderson Investors click here: https://www.janushenderson.com/
On today’s show, we discuss:
Why AAA CLOs have never experienced a default in the history of the asset class, through 2008, 2020, and 2022
How the waterfall structure and overcollateralization in CLOs provide a built-in layer of credit protection
...
After being down 7% on the year at the end of March, the S&P 500 is now up almost 9% in 2026.
The bull market marches on.
As the AI trade shifts into overdrive and the market moves on from geopolitical concerns almost immediately, it’s worth considering the potential for a market melt-up.
Maybe it’s already here?
These are the one year returns for various segments of the stock market:
Not bad but these t...
I’ve written a number of pieces over the years about how hedge fund managers are seemingly always bearish.
Ray Dalio has been predicting a financial crisis for years now:
Paul Tudor Jones has been predicting a comeuppance for a while too:
I think it’s beneficial to know that even legendary investors have a hard time forecasting what comes next. If the legends can’t do it what chance do we mere mortals ...
We also covered questions about money and happiness, how to invest a pile of cash for a down payment, when to sell concentrated stock positions and how much you should have in your company’s stock.
Further Reading:
When Does the Federal Deficit Matter?
1Unless we want austerity. Ask Europeans how that went for their economies.
The post A Government Debt Crisis? appeared first on A Wealth of Common Sense.
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