The director of the CDC recently said that this fall may be the worst one we’ve ever had – as COVID and the traditional flu season come together. This is a bold prediction, and on the surface seems reasonable. But I believe this prediction, like most predictions, may be influenced by bias. In this post…
The underperformance of a diversified portfolio has been an issue for many years thanks to international underperformance, and owning lower return assets such as bonds. But even all stock portfolios are underperforming the indexes. A major help when discussing performance is to put things into proper perspective. I strongly encourage the use of the Investor…
Forecast Flaws What a wild first half of the year! Now we have many economists and market strategists providing forecasts for the second half of the year. But, before you listen to them you may want to think about how they did the first half of the year. In March, we experienced the largest market…
