CEO & CIO of Mainstay Capital Management, LLC. Tweet content is not investment advice. For personal advice, contact MCM. Retweets & Likes are not endorsements.mainstaycapital.com Grand Blanc, MIJoined June 2012
Why do rates matter so much to smaller companies?
Nice chart from @_JoshSchafer that shows how their debt looks.
Bottom line, 40% of debt isn't locked in, so movements in rates matter more.
The Ishares 20+ Year Treasury Bond ETF is down 48% since April 2020. This means investors have realized a negative return of 15% annually on long-duration bonds over the last four years. Moreover, this '#return' was realized with structurally higher #volatility and, on average, a…
USA will have a retirement crisis soon.
39% of adults have nothing saved for retirement / no pension
People aged 55+ have a median 401k balance of $70,000
The average retiree spends $50,000 every year
Are people planning on working forever? This seems like poor planning.
Infinite banking usually benefits the salesman rather than the client.
Insurance is a tool to cover an unforeseen loss/ big risk. Not as an investment.
IMO if you’re going to invest, invest directly in assets, instead of through a complicated insurance product.
As with…
Infinite banking usually benefits the salesman rather than the client.
Insurance is a tool to cover an unforeseen loss/ big risk. Not as an investment.
IMO if you’re going to invest, invest directly in assets, instead of through a complicated insurance product.
As with…
4/15
How's it going? Bad!
Through April 15, the Bloomberg Domestic Agg Index YTD total return is -3.11% (blue)
This is the 49th year of data (1976). Only 1980, 1994, and 2022 were worse through April 15.
All those years were historically bad years.
Not good
Bond markets are officially ending a multi-decade bull run:
The 10-year annualized return of US Treasuries with maturities higher than 15 years has fallen to a 65-year low.
This is a steep drop from roughly a 9% return in 2020 and concludes a 40-year bond bull market.…
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