The Most Important Number In Finance

The most keenly watched interest rate in the world is stirring things up. The 10-year US treasury (10yr UST) yield is arguably the most important number in finance. It is the de-facto global “risk-free” interest rate used in financial calculations across the world (the rate of return that theoretically bears no credit risk). The chart […]

What To Expect From The Stock Market In 2018

Heading into the end of the calendar year and many stock market pundits are sharing their guesses forecasts for where stocks will go in 2018. In this article I promise to spare you the “S&P 500 will close at 2450 on 31 December 2018” type of forecast. Instead, I’ll give you an outline what I […]

3 Reasons I’m (Still) Bullish On Stocks

Many pundits continue to warn that stocks are expensive, valuations are stretched, it’s the 30th anniversary of the ’87 stock market crash, etc etc – a sure sign that a market top is not in place. Meanwhile, the S&P 500 Index cruised to a another all-time high on Friday. Today I want to share with […]