Warning Shot: Stocks, Bonds, Inflation, and Interest Rates
The first quarter of 2018 offered some validation of my number one concern (expressed in detail in last year’s Q2...
Michael C. Stalker
Year End Results
If MCS clients’ investments were treated as one large portfolio including their cash, on average clients gained 4.28% in 2017, after fees. The range of individual...
Michael C. Stalker
Sequence of Return Risk
This quarter’s update introduces the concept of Sequence of Return Risk and how this under-appreciated risk especially relevant in today’s market...
Michael C. Stalker
If MCS clients’ investments were treated as one large portfolio including their cash, on average clients gained 2.68% so far this year (through June 30, 2017), after fees. The...
Michael C. Stalker
If MCS clients’ investments were treated as one large portfolio including their cash, on average clients gained 1.67% after fees through March 31, 2017. The range of individual...
Michael C. Stalker
If MCS clients’ investments were treated as one large portfolio including their cash, on average clients gained 3.47%1 after fees this year through December 31, 2016. The range...
Michael C. Stalker
If MCS clients’ investments were treated as one large portfolio including their cash, on average clients gained 4.71% after fees this year through September 30, 2016. The range...
Michael C. Stalker
If MCS clients' investments were treated as one large portfolio including their cash, on average clients gained 3.67% after fees through June 30, 2016. The range of individual client...
Michael C. Stalker
This exhibit compares today's environment with the Dot-Com Stock and Real-Estate booms. Due to formatting constraints, it must be viewed as a...
Michael C. Stalker
If MCS clients’ investments were treated as one large portfolio including their cash, on average clients gained 1.44% after fees. The range of individual client returns was from...
Michael C. Stalker