#4 – “Bonds are NOT Safe Investments”
Most investors think of Treasury bills—the short-term, “risk-free” U.S. government debt—as the ultimate safe haven. No credit risk, highly liquid, guaranteed by Uncle Sam....
#3: “US Stocks Can Underperform Foreign Stocks For Way Longer Than You Think”
In our last piece, we examined just how long US stocks can go underperforming US bonds. The answer was, a lot longer than most...
#2: “Stocks Can Underperform Bonds for a Long, Long Time”
If you asked the average investor to name the most iron rule of investing, they’d likely say: “Stocks outperform bonds.” And yes, over the...
Chasing Buffett: Can You Get Berkshire Returns Without the Oracle?
Some of you may have seen that I built a customGPT trained on all my blogs, papers, books, and podcasts. You can even go...
20 Things You May Not Know About Markets (or That Might Surprise You). #1 – Normal Stock Market Returns are Extreme
We're starting a new series here that will eventually be a short paper, but thought we'd drip these articles out every week over the...
Want to Make the BIG Money?
If you ask most people who makes the big money, they'll likely say athletes like Ronaldo or celebrities like Taylor Swift.
Some might respond CEOs...
Taxes Matter
“We estimate that the ETF tax efficiency has increased long-term investors’ after-tax returns by 1.05% per year relative to mutual funds in recent years."
The...
ETF Performance vs. Fees & Assets Under Management (AUM)
We did a fun little study comparing the average Morningstar Star Rating vs. fees on the funds. We examined all ETF companies with at...
So…Much…To…Read….
You can now find all of our white papers on SSRN....enjoy!
Meb's White Papers on SSRN
How Long Can US Stocks Underperform Foreign Stocks?
Imagine waiting almost FOUR DECADES for US stocks to outperform. Crazy right?
That was 1952-1989.
If you go back to the 1800s, foreign stocks...
