In Plus episode 473, we review investment conditions as of early April 2024. We consider options for rebalancing away from U.S. stocks after their 30% gain in the past year. David also shares why we sold the JP Morgan Alerian MLP ETN. Become a Member If you would like to listen to this episode of Money For the Rest of Us Plus, you can do so by becoming a Money For the Rest of Us Plus member. Learn More About Membership Options » 473 Plus Show Notes April 2024 … [Read more...]
September 2021 Investment Conditions and Strategy Report
This is the September 2021 investment conditions and strategy report. It includes both a written version and an audio commentary that is part of Plus Episode 356. Become A Member If you would like to access this investment conditions and strategy report, you can do so by becoming a Money For the Rest of Us Plus member. Learn More About Membership Options » Executive Summary Global stocks, as measured by the MSCI All Country World Index, gained 2.5% in August, led by the … [Read more...]
August 2021 Investment Conditions and Strategy Report
This is the August 2021 investment conditions and strategy report. It includes both a written version and an audio commentary that is part of Plus Episode 352. Become A Member If you would like to access this investment conditions and strategy report, you can do so by becoming a Money For the Rest of Us Plus member. Learn More About Membership Options » Data Download The following spreadsheet contains monthly valuation, economic trends, and market internal data used in the … [Read more...]
July 2021 Investment Conditions and Strategy Report
This is the July 2021 investment conditions and strategy report. It includes both a written version and an audio commentary that is part of Plus Episode 348. Become A Member If you would like to access this investment conditions and strategy report, you can do so by becoming a Money For the Rest of Us Plus member. Learn More About Membership Options » Data Download The following spreadsheet contains monthly valuation, economic trends, and market internal data used in the … [Read more...]
May 2021 Investment Conditions and Strategy Report
This is the May 2021 investment conditions and strategy report. It includes both a written version and an audio commentary that is part of Plus Episode 341. Become A Member If you would like to access this investment conditions and strategy report, you can do so by becoming a Money For the Rest of Us Plus member. Learn More About Membership Options » Data Download The following spreadsheet contains monthly valuation, economic trends, and market internal data used in the … [Read more...]
September 2020 Investment Conditions and Strategy Report
This is the Septmeber 2020 investment conditions and strategy report. It includes both a written version and audio commentary. Executive Summary Overall investment conditions are low neutral YELLOW as of early September 2020. Global stocks posted strong returns in August, gaining 6.1%, eliminating their year-to-date losses as measured by the MSCI All Country World Index. Both Japan and the U.S. returned over 7% for the month. Developed market government bond yields rose in … [Read more...]
August 2020 Investment Conditions
This is the August 2020 investment conditions report. It includes both a written version and audio commentary. … [Read more...]
October 2016 Investment Conditions
This is the October 2016 investment conditions report. It includes both a written version and audio commentary. … [Read more...]
September 2016 Mid Month Strategy Update
This is the September 2016 Mid Month Strategy Audio Update. It reviews the characteristics of the current market sell off that suggest it is normal market volatility rather than the beginning of something more severe. We also look at the positive correlation between rising bond yields and stocks prices when interest rates are less than 4%. … [Read more...]
September 2016 Investment Conditions
This is the September 2016 investment conditions report. It includes both a written version and audio commentary. … [Read more...]
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