LWM Blog
Fed Rate Cuts Start
September 19, 2025 12:48 PM - Comment(s)
Navigating the Markets & Economy Through the PEST Lens
August 12, 2025 01:50 PM - Comment(s)
Is this the Speculation Era?
June 06, 2025 02:07 PM - Comment(s)
The Buffett Indicator: A 25-Year Rollercoaster Ride for Market Valuations
In recent years, there has been some concern about the stock market's seemingly high valuations by common fundamental measures, yet it still seems to climb higher. Rather than debate right or wrong, I thought a deeper div...
The Soft Stuff Matters
March 25, 2025 05:38 PM - Comment(s)
A thought on your portfolio's "total return." (If you were told there would be no math today, I apologize in advance.)
Total Return has two parts to it: appreciation & income. If you view owning a stock like you are an...
Crazy Ivan!
March 18, 2025 02:24 PM - Comment(s)
In a post dated 4/5/24 titled "The Stubborn Soft Landing", I wrote the following: "A soft landing is - unofficially - when monetary policy makers both slow the pace of economic growth and reduce inflation without causing a recession. So far, that appears to be the most likely sc...
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