LWM Blog

Is this the Speculation Era?

June 06, 2025 02:07 PM By alex.locker - Comment(s)
Is this the Speculation Era?

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 By alex.locker - Comment(s)
The Soft Stuff Matters

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 By alex.locker - 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...

2025 Federal Reserve Outlook

January 24, 2025 01:41 PM By alex.locker - Comment(s)
2025 Federal Reserve Outlook

The Federal Open Market Committee (FOMC) consists of 12 members:  the seven members of the Board of Governors of the Federal Reserve System; the president of the Federal Reserve Bank of New York; and four of the remaining eleven Reserve Bank presidents, who serve one-year terms on a rotating ba...

Cryptocurrency: A Skeptical, yet Pragmatic View

December 03, 2024 01:09 PM By alex.locker - Comment(s)
Cryptocurrency: A Skeptical, yet Pragmatic View

Cryptocurrency has come a long way since Bitcoin’s whitepaper introduced the idea of a decentralized, peer-to-peer digital currency in 2008. What was once a niche fascination among cryptographers and tech enthusiasts has grown into a trillion-dollar industry. Today, cryptocurrencies are not just a s...

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