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We’ve only seen 4 other time periods since 1926 with back-to-back calendar years of both stock returns above 16% and bond returns above 7%. This Student of the Market for July looks at those stats, along with the top 20 best starts to a year for stocks, long-term equity cycles, taxable bond fund flows and interesting inflation disconnects.
2021 had the 4th worst start for bonds. This Student of the Market looks at how “Worst Starts” bounce back historically. Combine this with the stats on the 3rd best start for value stocks. Also included are insights for cash on the sidelines, equity fund assets, investing signals, and recent inflation basics.
This May edition of the Student of the Market looks at recent stats and trends, such as value performance, fund flows, seasonal stock returns, as well as providing a quick primer on inflation.
This new year summary recalls historic returns in the U.S. stock market in the past two years. Plus important stats on risk, volatility, assets and diversity, including the historic divergence between equity mutual fund and ETF flows.