To kick off Financial Literacy month approaching in April, we wanted to share with you some common industry terms that can be misunderstood. We found that many investors have different understandings of many different terms used in our day-to-day language. Below is our attempt to help clarify what we mean when we use these terms.
3. The Corporate Bond Bubble
2. The Overstimulated Monetary Base
1. The Fed and its Balance Sheet
Slow growth in the U.S. economy has been one of the most consistent topics of conversation since the end of the Great Recession (2007-2009). In fact, the U.S. economy has realized real GDP growth of less than 3% for a record eleven straight years! One of the flaws that we find with many slow growth discussions is that they make the implicit assumption that this recovery should be “normal”. We ...
For the last 15 years, 30.3% of U.S. equity, 54.4% of developed International equity and 26.9% of emerging market equity returns have been due to dividends. A caution...beware of industry concentration in sectors such as REITs, Utilities and MLPs.