Bondholders Could Lose $7T as Rates Rise — Watch the Sherman Ratio Posted by Michael Carr | Jan 20, 2021 | Chart of the Day Bonds provide income and safety, in theory. But the Sherman Ratio shows the risk for bonds if interest rates rise even slightly. Read More
Trump’s Impeachment May Trigger Stock Market Turmoil Posted by Michael Carr | Jan 19, 2021 | Chart of the Day President Nixon’s impeachment preceded a multi-year stock market slump, and the situation today is similar in many respects. Read More
In the Long Run, REITs Will Surprise You Posted by Michael Carr | Jan 18, 2021 | Chart of the Day In the very long run, real estate investment trusts, or REITs, are the second-best performing asset class. Here are a few reasons why. Read More
Bitcoin’s Value: What It’s Worth vs. What Investors Could Pay Posted by Michael Carr | Jan 15, 2021 | Chart of the Day We can use common metrics to determine bitcoin’s fundamental value, but investors abroad may drive that value even higher in 2021 and beyond. Read More
4 States Are Key in the Recovery — Watch for Sell-Off Signs Posted by Michael Carr | Jan 14, 2021 | Chart of the Day The U.S. is getting back to normal, but the economic recovery of four key states is lagging the rest of the country. That’s a problem. Read More