Stocks

Household Wealth & Real Estate

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One of the most heated debates on whether the bull market has run its course is about household wealth. The bearish investors claim that since household wealth as a percentage of GDP is at a record, the cycle must end, while the bullish investors disagree because there is no specific…CONTINUE READING

The Debt Is High, But Does It Matter?

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The US stock market has been on a fantastic run in 2018 even though returns are close to the historical average because other markets have seen weakness. As you can see from the chart below, US stocks underperformed last cycle and outperformed this cycle.  Source: Bank Of America Merrill Lynch…CONTINUE READING

Buying/Renting Home vs Investing In Stocks

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The conventional wisdom during the baby boom generation was that buying a house was a ticket to financial freedom. Because policy makers believed in this concept, since the late 90s there was an aggressive attempt to get people into homes they couldn’t afford. Obviously, over leveraging yourself with the purchase…CONTINUE READING