inflation
Investment Impact of Ukraine Invasion
No doubt you’ve been watching the escalating situation with Russia and Ukraine. Here’s two observations for investing in uncertain times.
Is the 60/40 Portfolio Dead?
Is the classic 60/40 portfolio for retirees dead? Many commentators believe so. We’re not convinced the 60/40 portfolio is dead, but discuss why people are saying this and what we recommend to current retirees.
Hawkish Turn by the Federal Reserve
The Federal Reserve made a hawkish turn this week in the direction of attacking inflation. Here’s our take on what that means for stock investors.
Testing Our Thesis: Will Higher Inflation Eventually Hurt Stock Prices?
Inflation is here. But the big question on everyone’s mind is, “Will Higher Inflation Hurt Stock Prices?” Our view remains YES, eventually. But we test that thesis this week and discuss the reasons why inflation will remain sticky.
Big Social Security Cost of Living Increase Expected in 2021
Will the Social Security Cost of Living Adjustment keep up with inflation in 2021? Our estimate is that the cost of living adjustment in 2021 will be one of the highest in recent decades.
Is Inflation Transitory or Not?
The important question in the investment world is: Is inflation transitory or not? Whether inflation ends up running hot or cold can make a big difference in how markets perform. Read about our thoughts regarding this all-important question.
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