The first quarter of 2018 had a negative total return for both the S&P 500 and Barclays US Aggregate. This is the first time since the 3rd quarter of 2008. And only the 8th time in the last 30 years. Stay Tuned, Disciplined & Patient! {TJM} The Investor & Character Equation (ICE) | S
Good Investing Is Easy: Buy low. Sell high. Executing Investing Is Hard: Stay patient. Get diversified. Stay disciplined. Rebalance. Stay apolitical. Avoid emotional decisions. Avoid permenant loss of capital. etc. etc. From the Behavior Gap: Stay Tuned, Disciplined & Patient! {TJM} The Investor & Character Equation (ICE) | S + R = O Disclosure Please
A new volatilite regime is upon us. Here is the proof: For the S&P 500, the 1st quarter of 2018 will finish with at least five -2% days (no matter what happens today). Since 1985, there have only been 4 other years with at least five -2% days in the first quarter: 2000 2001 2008
After yesterday massive intraday swing and on the heels of a few manic months, it appears we are in a new risk regime. Meaning we will be locked in a battle of major market swings both high and low, which will lead to a grinding out of lower than expected returns. During the late afternoon
Caveeat: This is not a recommendation to buy or sell any individual securities mentioned below. Sometimes I am just not sure what our government is thinking. The latest example is the blocking of the AT&T and Time Warner merger. While it appears to be all about CNN and President Trump, one of the ‘issues’ is