2024 is shaping up to be one of the rare years with no major asset class in decline (see far right column in the chart below.) Large Cap US, Foreign Stocks, and Real Estate have led the way, while Bonds and Commodities have returns barely more than money markets. Below, we will detail the relevant…
A Quarter on Repeat Our family has a handful of stories we tell on repeat. There is the one about my driver’s ed instructor who made me go through the Burger King drive-thru to pick up her lunch (a “Whopper with no mayonnaise this time!” emphasis hers.) After discovering mayonnaise on her Whopper, she made…
Happy Adjacent I recently learned the term “Happy Adjacent” when I stumbled on a YouTube series from Mythical Kitchen called “Last Meals.” The episodes center on Chef Josh Scherer asking famous people (some more famous than others) what they would eat for their last meal on Earth. Josh then recreates the meal, and they sit…
In this Quarter in Charts, we have several graphs detailing the current interest rate environment, global market events, the bond bear market, and various economic indicators. We use this data to explain what happened (and look ahead to what could happen) in economies, markets, and investment portfolios. But none of those graphs will be able…
Last month, I got swept up in reading Brian Doyle’s posthumous collection of essays, “One Long River of Song.” I was particularly drawn to his fascination with White Sturgeon. Specifically, an 11-foot-long…
(Note: At the time of publication, July 2022, I Bonds were paying an annualized rate of 9.62%. Since then, interest rates and inflation have changed, causing the combined I Bond rate to adjust down to 6.89% as of February 2023. You can find the current combined interest rate here.) The US Government introduced Series I…
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