Our first Roundup of the new year features articles that look back at the year gone by, plus a few that may help you prepare for the year ahead. Enjoy!
Is this the greatest bull market in history? (Ben Carlson, A Wealth of Common Sense). The S&P 500 is up more than 800% since early 2009. That may tell us something about the future. Or not.
Ed Yardeni: Why 70-plus ’panic attacks’ haven’t killed the bull market (Think Advisor). "It’s been the most hated and feared bull market that any of us have experienced.... It’s not one where everybody is wildly bullish all the time."
How every asset class, currency, and S&P 500 sector performed in 2021 (Visual Capitalist). Hindsight is 20/20.
8 charts on 2021 market performance (Morningstar). A great year for stocks. For bonds, not so much.
2021: The year in charts (Charlie Bilello, Compound Capital Advisors). A huge roundup of charts and tables — on inflation, employment, stocks, bonds, crypto, and more.
10 lessons from 2021 (Michael Batnick, The Irrelevant Investor). Batnick offers a caveat: "Few things in the market are permanent, so take what I’m about to say with a grain of salt."
Does not compute (Morgan Housel, Collaborative Fund blog). Investor behavior can often seem "crazy, dumb, unexplainable, and...remain that way for a long time."
For retirees, when inflation arrives is as important as its magnitude (John Rekenthaler, Morningstar). You’ve heard of sequence-of-returns risk. How about sequence-of-inflation risk?
Many home insurance premiums are rising faster than inflation (The Washington Post via Anchorage Daily News). The cost to rebuild a house is rising sharply. That’s showing up in higher premiums for homeowners insurance.
Employers adding Roth 401(k) option at fast clip (CNBC). A decade ago, only about half of company retirement plans offered Roths. Now, it’s close to 90%.
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