Despite what happened in 2022, the market seems to have turned a corner in the short-run as we finish off a pretty strong month of January. The Fed meeting still looms large, but at least ONE month in 2023 was promising! Who knows what will happen in the other eleven.
Here’s what I’ve been reading this morning:
‘A Government Shutdown’ – Michael Batnick – The Irrelevant Investor
- So what happens if the government has to shut down? What happens to the economy? What happens to the stock market? Is there precedent for any of this? Don’t worry, Michael answers all the questions and more in this post!
‘Three Things I Think I Think: Bankrupt Ideologies’ – Cullen Roche – Pragmatic Capitalism
- Cullen is back with another edition of Three Things I Think I Think. This time he’s sharing his thoughts on some really bad ideologies floating around, whether interest rates actually do anything, and retirement as a concept in general.
‘Stock, Bond, and Cash Returns Over the Past 95 Years’ – Ben Carlson – A Wealth of Common Sense
- It’s good to know the numbers regarding stocks, bonds, and cash over the years considering they are the typical mainstays in a portfolio. Ben updates some of the numbers going all the way back to 95 years ago.
‘Active Management’s ‘Triumph’ is a Mirage’ – John Rekenthaler – Morningstar
- 2022 was a rough year for essentially all investments. That includes both active AND passive funds. The failure of passive funds last year though does NOT mean active funds were a success. John breaks down why in his latest post.
ENJOY!
