Markets

Blog categorized as Markets

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...

Are We In a "Melt-Up?"

October 10, 2024 08:00 AM By alex.locker - Comment(s)
Are We In a "Melt-Up?"
A closer look into a quietly emerging risk in the stock market

Ending with a Bang!

January 11, 2024 07:11 PM By alex.locker - Comment(s)
Ending with a Bang!

Markets in 4Q23 ended with basically an entire year's worth of returns in a decent year.  Large cap stocks were up over 26%, small caps were up almost 17%, and international developed markets were up nearly 19%.  Both fixed income and cash equivalents (as measured by the 90 day US T-Bill) ...

All Things A.I.

July 04, 2023 04:07 PM By alex.locker - Comment(s)
All Things A.I.

The first half of 2023 was one with strong market performance, as the S&P 500 returned 16.89%.  However, deeper analysis paints a picture that isn't quite as rosy.  The S&P 500 is a market-capitalization weighted index.  When you look at the equal-weighted index, the return is...

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