For almost 15 years after the global financial crisis of 2007-2009, Uncle Sam enjoyed the financial equivalent of high tide — ultra-low interest rates that made borrowing trillions remarkably cheap.
Read MoreFor me, Sept. 11 will always be inseparable from William Ralph “Will” Raub.
Read MoreBloomberg columnist Matt Levine usefully framed the problem this way: Situational Awareness had a long-term thesis financed by very short-term money
Sports analytics uses data, technology and predictive modeling to improve decisions.
According to Bloomberg Intelligence, companies tied to AI now account for more than half of the S&P 500’s weighting.
The better questions are whether these accounts help children build wealth and at what cost.
Wars, terrorist attacks and pandemics strike without warning — making preparation, not prediction, essential.
History suggests we consistently underestimate the economy’s ability to create new categories of jobs when automation displaces old ones.
For millions of Americans, their 401(k) or IRA is their largest financial investment, and many of those accounts are tethered to S&P 500 index funds.
Periods like this rarely feel historic in real time, but the rebound from the April lows ranks among the most powerful market recoveries on record.
Today’s markets display the same heady mix of optimism, financial innovation and unchecked hubris.
Thankfulness doesn’t ignore hardship; it helps us see what’s still good and builds the resilience to keep going.
How do we figure out what truly adds value to our lives versus what just feeds the status beast?
Time and time again, investors pour money into equities after strong rallies and bail during downturns.
America’s 401(k) system controls over $12 trillion in retirement assets, the single largest reservoir of investable long-term money on the planet.
This distinction isn’t just marketing. It’s a legal lifeline.
Some people hate roller coasters.
Moody’s, S&P Global Ratings and Fitch Ratings are the three primary credit rating agencies for corporate and government borrowers. Moody’s was actually the last CRA to strip the United States of its highest credit rating.
Says former Gov. Mitch Daniels: “If [tariffs are] the way of getting the attention of trading partners, … then I can understand it. All I can say is, if that’s the game, then it better work fast.”
According to economic theory, when trading partners are free to produce the goods each does best, both partners benefit.
With the “honeymoon” over—in that the S&P 500 has surrendered all of its post-election gains—some historical perspective might help you survive the storm.
Financial markets have always been and will always be subject to bubble thinking.
