The Business Times

Nir Kaissar

The S&P 500 has delivered 16% a year over the past five years and 15% a year over 10 years, much of it driven by Big Tech and easily beating the index’s long-term average return of closer to 9% a year. 

This market is nothing like the dotcom bubble

Regardless of what happens in the next several years, AI is likely to pay off big for long-term investors

Contrary to conventional wisdom, there’s no reliable relationship between interest rates and stock prices. So the movement of interest rates can’t be relied on to decide when to buy stocks.
THE BOTTOM LINE

The Fed is a poor guide for stock investors

The S&P 500 usually rises whether the US central bank is raising or cutting rates. There are more reliable ways to decide...

The market today is not only cheaper than it was at the dot-com peak, but it is also a higher-quality one.

Double-digit US stock returns are in the past, bubble or not

The S&P 500 looks healthier today than during the dot-com boom, but valuations still point to a subdued run over the decade...

Since 1926, the longest record available, value has beaten growth 83 per cent of the time over rolling three-year periods.
WEALTH & INVESTING

History bodes ill for growth stocks after big 2023 rally 

Lower valuations and higher dividend yields mean value stocks typically outperform in the long run regardless of interest rates

When available, spot Bitcoin ETFs will become a fixture in many portfolios, and deservedly or not, the conversation will be less about whether Bitcoin is a fraud and more about its merit relative to traditional investments such as stocks and bonds.

Spot Bitcoin ETFs are coming. Beware the risk

Last month, BlackRock, the world’s biggest money manager, asked the Securities and Exchange Commission to approve a spot Bitcoin exchange-traded fund (ETF)...

Shifts in the S&P 500 index’s concentration don’t necessarily make it any more or less risky. In fact, it’s more likely the opposite – that those changes help stabilise the risk of investing over time.

S&P 500’s tech-heavy top is a feature, not a bug

The US stock market is unusually top-heavy. Just two stocks, Apple and Microsoft, account for nearly 15 per cent of the S&P...

Too many investors act on the unreliable predictions they hear, often by selling their investments and hiding in cash until the talk dies down, eventually buying back the same investment at a price higher than the one at which they sold it.

Investors need to ignore the doomsayers driven by turmoil

A shaky market and an old-fashioned bank run have given rise to scaremongers and product peddlers who should be tuned out 

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