Episodes

  • Winners and Losers for the Week of May 26–May 30, 2025

    Winners and Losers for the Week of May 26–May 30, 2025
    Jun 2 2025
    During the week of May 26–May 30, 2025, the best-performing asset classes were (see Table 1): The worst-performing asset classes for the week were: This week also marked the end of the second quarter of 2025. For the quarter, Bitcoin... Read More ›
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    3 mins
  • Winners and Losers for the Week of May 12 – May 16, 2025

    Winners and Losers for the Week of May 12 – May 16, 2025
    May 18 2025
    During the week of May 12 – May 16, 2025, technology stocks experienced significant positive appreciation, driven in part by relaxed export restrictions and deal-making initiatives by President Trump (see Table 1). Top-Performing Asset Classes: The biggest loser for the... Read More ›
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    3 mins
  • Winners and Losers for the Week of May 5 – May 9, 2025

    Winners and Losers for the Week of May 5 – May 9, 2025
    May 10 2025
    During the week of May 5 – May 9, 2025, the major economic news was that the Federal Reserve maintained its interest rate range between 4.25% and 4.5%. The Fed emphasized that while the current economy appears stable, the future... Read More ›
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    4 mins
  • The Federal Reserve Holds Interest Rates Steady: What Does It Mean for Investors?

    The Federal Reserve Holds Interest Rates Steady: What Does It Mean for Investors?
    May 8 2025
    The Federal Reserve announced today that it will maintain its short-term interest rate within the range of 4.25% to 4.5%. Federal Reserve Chair Jerome Powell described the economic outlook as “highly uncertain” but also noted that the economy remains stable.... Read More ›
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    8 mins
  • Asset Allocation Based on 20 Years of Market Data

    Asset Allocation Based on 20 Years of Market Data
    May 7 2025
    Is there a preferred asset allocation that can consistently deliver positive risk-adjusted returns across all market environments? This paper analyzes 20 years of market data to answer that question. In this research paper, I analyze 20 years of stock market... Read More ›
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    10 mins
  • Investing Principle #14: The stock markets are informationally efficient and may provide opportunities for long-term investors.

    Investing Principle #14: The stock markets are informationally efficient and may provide opportunities for long-term investors.
    May 2 2025
    The stock market is informationally efficient. It reflects nearly all available public information in stock prices. You have an opportunity to know about the company and the stock price as much as anybody else can legally. For beginner investors, selecting... Read More ›
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    6 mins
  • Is the S&P 500 Fairly Valued as of April 30, 2025?

    Is the S&P 500 Fairly Valued as of April 30, 2025?
    May 1 2025
    The stock market has been highly volatile. As of April 30, 2025, the S&P 500 Index has recovered 62% of its losses from the year’s low, yet remains approximately 9% below its year’s high. With new Gross Domestic Product (GDP)... Read More ›
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    7 mins
  • Investing Principle #13: Information travels near the speed of light. Do not try to overrun it.

    Investing Principle #13: Information travels near the speed of light. Do not try to overrun it.
    May 1 2025
    The financial markets are pretty efficient. High-frequency traders have fiber-optic cables in close proximity to major US stock exchanges. Many trades are done using computer algorithms. These trades are executed near the speed of light. Whenever you hear or see... Read More ›
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    3 mins