I summarize Jeremy Grantham’s latest article where he says the whole US market is overpriced, but identifies a few places where you can minimize damage.
Could dividend ETFs be ready for liftoff?
My article for ETF Trends on dividend growth funds:
The 4% rule is now the 4.7% rule
My article from last Octobor on MarketWatch including an interview with Bill Bengen who invented the “4%” retirement distribution rule
Two videos on housing
Prices look expensive on a variety of metrics. However, one reason to think they could stay expensive is that new housing starts collapsed after the…
Has AI captured your imagination?
Nobel laureate economist Robert Shiller wrote a book just before the Covid pandemic called Narrative Economics. It’s about how human beings have the propensity to…
Morningstar’s Rekenthaler on retirement income
Retirees are always flummoxed by the question of how to generate income from their assets. But in this recent article, my former Morningstar colleague, John…
Prognosticators don’t know the future
Financial advisor, Adam Grossman, has written a good article about managing your emotions when it comes to reading the popular press on markets and the…
Equal Weight
In the latest edition of Wealthtrack with Consuelo Mack, risk expert Richard Bookstaber says he prefers equal weighted indices over capitalization weighted indices at this…
“Skinny Bull”
Barron’s writer Allan Sloan coined the phrase “skinny bull” in this article, where he describes how seven stocks — Apple, MIcrosoft, Nvidia, Alphabet, Amazon, Meta,…