VVC Resources’ Post

Friday fact...stocks have significantly out-performed other key assets classes over the long run. I believe the focus of any long-term investor should be the growth of purchasing power of their investment – that is, the creation of wealth adjusted for the effects of inflation. The chart showcases those returns (called "real return") by key asset classes. You can see that Treasuries, Bonds, Cash, etc. act as ballast to the portfolio, not real return (net inflation) growth over the long run. That’s left to stocks. However, don't let this chart fool you. While these stock returns are stable in the long run, there is no way to guarantee stability in the short run. This "straight-and-to-the-right" graph over the long-run turns into a turbulent roller-coaster in the short run. Sources: Stocks for the Long Run (Sixth Edition) by Jeremy J. Siegel

It would be ironic if the yield curve becoming un-inverted was the next top in stocks. The 10-2 spread is getting close, at only -0.17% inverted currently. The best recession predictor has been wrong so far, with the S&P 500 up ~27% since the inversion. Predicting stock market movement based on economics is a tough game to play.

📈 Stocks Rebound with a Perfect Week! 📈 The S&P 500 bounced back 4.1% last week, marking its second perfect week in two months—something we haven't seen since 2019! 🚀 While September and October are typically volatile, strong market performance and high-yield bond action suggest the economy is on firm footing. All eyes are now on the Fed's upcoming policy meeting, where a potential rate cut—possibly 0.50%—could shape the market. Learn more about what it could mean for you in our Weekly Market Commentary: https://lnkd.in/eDNpmthp #StockMarket #SP500 #Investing #Economy #FederalReserve

📈 Stocks Rebound with a Perfect Week! 📈 The S&P 500 bounced back 4.1% last week, marking its second perfect week in two months—something we haven't seen since 2019! 🚀 While September and October are typically volatile, strong market performance and high-yield bond action suggest the economy is on firm footing. All eyes are now on the Fed's upcoming policy meeting, where a potential rate cut—possibly 0.50%—could shape the market. Learn more about what it could mean for you in our Weekly Market Commentary: https://lnkd.in/eNKKXHNE #StockMarket #SP500 #Investing #Economy #FederalReserve

With stocks at new heights, interest rate expectations shifting, and political and geopolitical uncertainty still elevated, it’s a good time to make sure portfolios are well positioned for the months and years ahead. Here we outline three ways to navigate the current landscape. ✔️ Stay invested, but stick to quality in equities: All-time highs alone are no reason to sell out. We still see solid earnings and economic fundamentals in place, and favor quality stocks with strong balance sheets. ✔️ Position for lower rates in fixed income: While yields have crept back up, we believe the 10-year yield will head lower toward 3.5% by June 2025. This is largely because we still expect the Fed to cut rates twice this year and once per quarter next year. ✔️ Have some diversifiers in place: Political and geopolitical uncertainty make diversification even more important.

📈 Stocks Rebound with a Perfect Week! 📈 The S&P 500 bounced back 4.1% last week, marking its second perfect week in two months—something we haven't seen since 2019! 🚀 While September and October are typically volatile, strong market performance and high-yield bond action suggest the economy is on firm footing. All eyes are now on the Fed's upcoming policy meeting, where a potential rate cut—possibly 0.50%—could shape the market. Learn more about what it could mean for you in our Weekly Market Commentary: https://lnkd.in/eqwpXsWz #StockMarket #SP500 #Investing #Economy #FederalReserve

📈 Stocks Rebound with a Perfect Week! 📈 The S&P 500 bounced back 4.1% last week, marking its second perfect week in two months—something we haven't seen since 2019! 🚀 While September and October are typically volatile, strong market performance and high-yield bond action suggest the economy is on firm footing. All eyes are now on the Fed's upcoming policy meeting, where a potential rate cut—possibly 0.50%—could shape the market. Learn more about what it could mean for you in our Weekly Market Commentary: https://lnkd.in/ee3z-Uze #StockMarket #SP500 #Investing #Economy #FederalReserve

📈 Stocks Rebound with a Perfect Week! 📈 The S&P 500 bounced back 4.1% last week, marking its second perfect week in two months—something we haven't seen since 2019! 🚀 While September and October are typically volatile, strong market performance and high-yield bond action suggest the economy is on firm footing. All eyes are now on the Fed's upcoming policy meeting, where a potential rate cut—possibly 0.50%—could shape the market. Learn more about what it could mean for you in our Weekly Market Commentary: https://lnkd.in/eyzMrm9b #StockMarket #SP500 #Investing #Economy #FederalReserve

04/25 Stagflation Slams Stocks Amid a Flood of Earnings Reports Read more in our Morning Minutes, a daily update on the day's market news https://lnkd.in/gWRC49np #investing #morningminutes #siawealth #economy #stocks #inflation