Total Returns
As The Smoke Clears
Based on economic recessions, the sweet spot for stock accumulation seems to be upon us. Valuations also very compelling.
Inflation Impact On The Stock Market
CPI expected to decline in 2006 and historically a decelerating CPI is a significant stock market positive, producing above average returns. Stage could be setting for a market rally in 2006 as inflation pressures wane.
Can Bond Market Returns Match Future Stock Returns?
It will be tough for bonds to keep up with stocks over the next several years even though stock and bond returns are neck and neck over the past twenty years.
View from the North Country
Long Term Investment Perspective...U.S. Equity Returns Over Next Decade Will Likely Be Below Average...Watch For A Derivative Debacle...ATM Investing
Bonds: Guaranteed Long Term Underperformance???
Time for an attitude adjustment? We have seen some fat returns on long fixed income securities since rates peaked in 1981. What can we expect from bonds in the future? To help answer this question we look at three sample bonds using a 5 and 10 year risk/reward framework.
How Much More Is in This Market?
Clients are asking how much more is in this market? Herein we will attempt to provide an answer to this question, without the aid of charts, astrology, or Evel Knutson. Rather, we will employ over 60 years of historical valuation facts.
Perception for the Professional
March 2026 Issue
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March 2026 Issue
