Journal to portfolio afterlife

[portfolioafterlife]

The Problem with Bonds

The Problem with Bonds The bond markets of most western democracies have encountered significant inflationary headwinds in 2022 brought on by nascent inflation, of both the cost-push and demand-pull variety. Covid and its aftermath saw supply chains that reached deep into China and elsewhere...

grahams.substack.com

 

[portfolioafterlife]

S&P 500 companies get the most analyst Buy ratings in over a decade

U.S. equity markets endured a gnarly first quarter. All three major indexes logged their worst performance in two years as rising interest rates, geopolitical tensions and supply chain disruptions dampened investor sentiment. But even against that backdrop, Wall Street pros stayed bullish.

finance.yahoo.com

 

[portfolioafterlife]

 

[portfolioafterlife]

 

[portfolioafterlife]

 

[portfolioafterlife]

Stamattina si recupera un po'.

 

[portfolioafterlife]

 

[portfolioafterlife]

 

[portfolioafterlife]

 

[portfolioafterlife]

Challenges for the 60/40 Balanced Investor in Today’s Market – Validea's Guru Investor Blog

By Justin Carbonneau (@jjcarbonneau) — Late last year I gave a presentation to investors title, “Alternatives to the 60/40 Stock/Bond Portfolio: Why Investors Should be Thinking About this Now in Today’s Market”. In it, I argued that the traditional 60/40 stock/bond portfolio, which had been a...

blog.validea.com