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

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

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

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 

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

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

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