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'Speculative Frenzy': Tech Stocks Haven't Done This Since the Dot-Com Bubble

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One measure of U.S. technology stocks has just surpassed its dot-com bubble high, raising concerns for one widely followed strategist about unsustainable levels in U.S. stocks.

By: Evelyn Cheng
CNBC News, May 22, 2017

One measure of U.S. technology stocks has just surpassed its dot-com bubble high, raising concerns for one widely followed strategist about unsustainable levels in U.S. stocks.

The MSCI USA Growth Index, whose top three holdings are Apple, Amazon.com and Facebook, has outperformed the MSCI World Value Index so much that the ratio of their performance topped this month a high last seen during the tech bubble in 2000, Bank of America Merrill Lynch's chief investment strategist, Michael Hartnett, said in a note Monday.

10 Big Tax Mistakes That Can Lead to an Audit

The chart below demonstrates a sharp decline in the number of audits since 2010. The IRS audits only 0.5% of all returns as of 2017. That being said, that is still nearly 1 million taxpayers that may face the dreaded audit this coming tax year With that in mind, here is a list of red flags that may draw the attention of the IRS to examining your tax return.

April 2021 - Monthly Market Review

April 2021 monthly market review

This report features a market review that discusses global stock trends, U.S. stock returns, and U.S. Treasury yields. There's also a monthly article, It's Like Riding a Bike. 

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April 2022 - Monthly Market Review

April 2022 Monthly Market Review

This report features a market review that discusses global stock trends, U.S. stock returns, and U.S. Treasury yields. There's also an article that discusses the best investment strategy for long-term success in the face of poor returns, as well as an academic article: Retirement Income as a Psychological Portfolio Problem

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August 2021 - Monthly Market Review

August 2021 monthly market review

This report features a market review that discusses global stock trends, U.S. stock returns, and U.S. Treasury yields. There's also an article illustrating the magnitude and speed of the economic recovery since the onset of COVID-19 and the subsequent recession, as well as an academic article: Financial Decision-Making in Married Couples 

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August 2022 - Monthly Market Review

August 2022 Monthly Market Review

This report features a market review that discusses global stock trends, U.S. stock returns, and U.S. Treasury yields. There's also an article that discusses the best investment strategy for long-term success in the face of poor returns, as well as an academic article: Capturing Time

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CONSUMER CREDIT: 3,500 B.C. TO TODAY

Consumer credit is an integral part of modern life and might seem like a relatively new invention. However, historical evidence shows that it has actually been around for more than 5,000 years! This informative infographic takes us on a journey through the history of consumer credit from antiquity through to modern times.

history of consumer credit 01

December 2021 - Monthly Market Review

December 2021 Monthly Market Review

This report features a market review that discusses global stock trends, U.S. stock returns, and U.S. Treasury yields. There's also an article that discusses the best investment strategy for long-term success in the face of poor returns, as well as an academic article: How Do You Start Saving?

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December 2022 - Monthly Market Review

December 2022 Monthly Market Review

This report features a market review that discusses global stock trends, U.S. stock returns, and U.S. Treasury yields. There's also an article that discusses the best investment strategy for long-term success in the face of poor returns, as well as an academic article: What Do We Want in the New Year? On Happiness, Meaning, and Psychological Richness

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February 2022 - Monthly Market Review

February 2022 Monthly Market Review

This report features a market review that discusses global stock trends, U.S. stock returns, and U.S. Treasury yields. There's also an article that discusses the best investment strategy for long-term success in the face of poor returns, as well as an academic article: The Psychology of Financial  Windfalls.

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First Quarter 2018 - Quarterly Market Review

This report features world capital market performance and a timeline of events for the past quarter. It begins with a commentary article: Sailing With the Tides.  After the article you can look for a market summary, then the returns of stock and bond asset classes in the US and international markets.

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First Quarter 2019 - Quarterly Market Review

This report features world capital market performance and a timeline of events for the past quarter. It begins with a commentary article: Gerard O'Reilly on Understanding Investment Performance.  After the article you can look for a market summary, then the returns of stock and bond asset classes in the US and international markets.

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First Quarter 2020 - Quarterly Market Review

This report features world capital market performance and a timeline of events for the past quarter. It begins with a commentary article: The Coronavirus and Market Declines. After the article you can look for a market summary, then the returns of stock and bond asset classes in the US and international markets. Finally it ends with a look at fixed income.

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First Quarter 2021 - Quarterly Market Review

This report features world capital market performance and a timeline of events for the past quarter. It begins with a global overview, then features the returns of stock and bond asset classes in the US and international markets. The report also illustrates the impact of globally diversified portfolios and features a quarterly topic: YOLO, Meme, and EMH: What's Your Investment Style? 

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Fourth Quarter 2017 - Quarterly Market Review

This report features world capital market performance and a timeline of events for the past quarter. It begins with a commentary article: What Should Investors Make of Bitcoin Mania? After the article you can look for a market summary, then the returns of stock and bond asset classes in the US and international markets.

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Fourth Quarter 2018 - Quarterly Market Review

This report features world capital market performance and a timeline of events for the past quarter. It begins with a  market summary, then the returns of stock and bond asset classes in the US and international markets, wrapping up with a look at fixed income. Finally, it ends with an article on the quarterly topic: 2018 Market Review

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Fourth Quarter 2019 - Quarterly Market Review

This report features world capital market performance and a timeline of events for the past quarter. It begins with a commentary article: Tuning Out the Noise,  after the article you can look for a market summary, then the returns of stock and bond asset classes in the US and international markets. Finally, it ends with a look at fixed income.

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Fourth Quarter 2020 - Annual Market Review

This report features world capital market performance and a timeline of events for the past quarter. It begins with a global overview, then features the returns of stock and bond asset classes in the US and international markets. The report also illustrates the impact of globally diversified portfolios and features a quarterly topic: Market Review 2020: Looking Back on an Unprecedented Year.

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How Evidence-Based Indexing Works

The strategy uses common sense, data, and financial science to boost performance.

In the hallowed halls of academia, noted professors at the top business schools are teaching entire semesters on the benefits of investment strategies using passive indexes instead actively managed mutual funds or picking stocks.

As of 2017, more than $4.5 trillion has flowed into passive index funds and exchange-traded funds. What is passive investing, why are trillions of dollars flowing to this strategy, and more importantly is there a better way to invest?

To fully understand passive investing, it is helpful to understand active investing. Here investment managers (or investors doing it on their own) try to outperform the overall stock market or a specific part of the market using strategies such as fundamental and technical stock picking or market timing.

investing

How to Invest Better - and Live Better

It can be challenging to start a conversation about investing. That’s why I encourage having a conversation before the investing conversation—what I like to think of as a “preamble.” Connecting life principles to investment principles is a powerful way to ground abstract principles in reality, and to connect over universal experiences and feelings. It can also help make sense of investment concepts often dismissed as overly complex for those who aren’t familiar with them.

Our lives are the cumulative result of the decisions we make every day. Just as in investing, the power of these decisions compounds over time. That’s why it’s so important to find a decision-making process that works for you—both in life and in investing. In my mind, this involves acknowledging that uncertainty can create both stress and opportunity, planning for what might happen rather than trying to predict what will happen, cultivating flexibility and adaptability, harnessing the power of compounding, and accepting your own limits. Embracing uncertainty by planning for the future can help you live life better now.

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