QQQ is up 25% over the last 12 months. Why would I settle for 5%?
279 comments on whether a risk-free 5% beats equities, and the crowd is still anchoring on trailing returns while the equity risk premium shrinks. That is the real debate for anyone rebalancing now.
Bloomberg's ETF analyst is putting a number on the cost of trading the doom headlines: 34% in 22 months for anyone who just held the S&P 500 index fund through AI bubble talk and Fed hikes.
COYOTE VS SPX: Wrote today about how this market is so akin to the Road Runner cartoon, as the S&P 500 cheerfully eludes each new alarmist narrative thrown at it by the Doomers w/ AI Fears and Fed Hikes being the latest attempts over the past 22mos which has seen $VOO gain 34%. https://t.co/lTfpbZwldr
Bitcoin's biggest ETF outranking gold's at 5th in all-ETF volume is the clearest sign yet that the debasement trade is rotating toward crypto, and Balchunas says the volume leaderboard now doubles as the year's theme list.
$IBIT having one those days.. 5th in overall ETF volume with its BFF (Best Frenemy Forever) $GLD in 9th spot (normally GLD has higher rank, prob btc price up more today). Btw the Top 10 is a perfect snapshot of this year: VOO & Chill + AI Mania + Debasement Trade https://t.co/gXW5A4rlsz
VNQ's yield looks generous on paper, but three IRS rules quietly decide how much of that income actually reaches the 20 percent deduction, and most investors read only one of them.
Choosing a smoother ride over a volatile one sounds sensible until you add up what the comfort actually costs across five years and a single brutal week in April.
Schwab runs a quieter growth ETF that most investors ignore in favor of its famous dividend sibling, and the gap between what each fund did with the same monthly deposits over 14…
Warren Buffett built a fortune through decades of expert stock picking, then told ordinary savers to ignore everything he knows. The reason why exposes a hidden cost most investors never calculate until…
A single retirement account holding VOO may carry far more exposure to one chipmaker than its owner ever intended, and the fund's own prospectus quietly warns about exactly this kind of concentration…
Warren Buffett built a trillion-dollar empire yet left his wife's trustee a surprisingly simple set of investment instructions, and the math behind those instructions reveals a gap most investors never think to…
U.S. stocks dominated the past decade, but history reveals long stretches where betting on America cost investors dearly in real purchasing power. A single ETF spanning 9,000 stocks across dozens of countries…
David Swensen built the most copied investment portfolio in the world using hedge funds and private equity, then told ordinary investors to do something completely different. Understanding why he gave that advice…
Charlie Munger beat the market for decades alongside Warren Buffett, then turned around and told ordinary savers to stop trying to do what he did. His reasoning exposes a costly mistake millions…
Warren Buffett says never bet against America, and younger investors have taken that advice to heart by piling into S&P 500 ETFs. But there was a stretch of U.S. market history that…
Dividend reinvestment can quietly trigger the wash sale rule on a VOO position, but the actual damage may look very different from what the seasonal warnings suggest. Understanding exactly which shares the…
Waiting for tariff headlines to calm down before buying VOO felt like the safe move, but the market had already made its decision and moved on without you.
Paul Samuelson, the first American to win the Nobel Prize in economics, once placed the invention of the index fund alongside the invention of the wheel, the alphabet and Gutenberg printing. He…
The greatest stock picker of his generation handed ordinary investors a confession that cost him nothing and could save them six figures. What he said, and why the math behind it is…
Ray Dalio says beating the market requires Olympic-level skill most investors simply don't have, yet millions keep trying anyway. Here's what the math says happens when you stop guessing and just show…
Joel South 
