July 12, 2021: The Long Forgotten Bear Market Cycles

July 12, 2021: The Long Forgotten Bear Market Cycles

We examine S&P 500 index total returns in its 93 plus year history and reveal that there are many bear or flat periods that are longer than 20 years. It’s important to be cautious and understand that the current bull market might end one day and likely enters a long period of bearish or flat market.  

May 3, 2021: Inflation, Sub Zero Interest Rate …

May 3, 2021: Inflation, Sub Zero Interest Rate …

We discuss inflation, valuation and risk in the current environment in the context of the latest commentaries by Warren Buffett and Charlie Munger in Berkshire’s annual meeting this weekend.