Follow
_________________________
Cory’s Chart Corner
Humans just repeat the same old themes decade after decade. Today there is far more debt to service, thus greater financial impact on spending. Ask Walmart's CEO if he's noticed any change in consumer behavior while the U.S 10 years hits 5%.
Don’t forget in April of 2007 10 year hit 5.3% and by October of 2008 they were 2%.
Monthly Archives: February 2018
Losses are all on savers, now more than ever
On the way back to academic pastures this week, outgoing FOMC Chair Janet Yellen got nearly candid to reporters about the asset prices which she and her colleagues have maniacally contrived to inflate over the past 8 years: “Well, I … Continue reading
Posted in Main Page
Comments Off on Losses are all on savers, now more than ever
Wake up call: are your portfolio holdings highly correlated?
One of the most damaging presumptions of mainstream portfolio theory posits that there is downside protection against market sell-offs in holding an assortment of different stock and corporate bond issuers, products, sectors and countries. There is not. This week’s decline … Continue reading
Posted in Main Page
Comments Off on Wake up call: are your portfolio holdings highly correlated?
Danielle on The Disciplined Investor podcast
Danielle was a guest on The Disciplined Investor podcast with Andrew Horowtiz this weekend, you can listen to an audio clip of the segment here, beginning at 21:17 on the play bar. TDI Podcast: Add Debt and Stir with Danielle Park … Continue reading
Posted in Main Page
Comments Off on Danielle on The Disciplined Investor podcast
