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Blog

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The Yield on Fixed Income Has Surpassed Stocks' Earnings Yield

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Inflation in needs vs wants

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Appetite for Destruction (1982-2025)

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How a 60/40 Portfolio Becomes an 82/18 Portfolio Over Time

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Growth/Value ratio hit levels last seen in 2000

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Total Housing Inventory

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There are nearly 500,000 more Sellers than Buyers

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Weekly Returns for the Fama/French Total US Market Research Index (1926-2024)

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Return variables by decade to show where stock market performance comes from (1900-2009)

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Average returns after different valuation and yield regimes

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