Wednesday Reading List

ICYMI: Introducing My Bearish Friend – Arguing with one of my best friends – a great investor who always seems to be bearish on stocks and is bearish right now.

Secure Act 2.0 – What It Could Mean For You

In the final days of 2022, Congress passed a new set of retirement rules designed to make it easier to contribute to retirement plans and access those funds earmarked for retirement. The law is called SECURE 2.0, and it’s a follow-up to the Setting Every Community Up for Retirement Enhancement (SECURE) Act, passed in 2019. The sweeping legislation has dozens of significant provisions, we’ve summarized major provisions of the new law.

China’s Big Comeback Is Just Getting Started. How to Play It.

The country’s stocks are up 50% since officials eased Covid restrictions. Alibaba, Yum China, and other names stand to gain.

Stock, Bond & Cash Returns Over the Past 95 Years

It’s a safe bet to assume stocks will beat bonds and bonds will beat cash over multi-decade periods. It’s also safe to assume cash or bonds can beat stocks over a year or even multi-year periods. This is what makes investing relatively simple but never easy.

The Everything Everywhere All at Once Rally

Despite market volatility, inflationary pressures, and a potential earnings recession, a rally involving stocks, bonds, and some commodities started in November still persists.

If You Only Read A Few Books In 2023, Read These

I loved this list of 12 books — some new, some old — that will help you meet the goals that matter for 2023, that will help you live better and be better.

Are We in a Low Return World? We Doubt It

The double-digit selloff in both stocks and bonds left investors wondering whether low returns are in store for the foreseeable future. We doubt it. Taking a longer-term perspective, the 2022 downturn has set the stage for a much-improved long-term investing environment.

ChatGPT: Everything You Really Need To Know (In Simple Terms)

So what do you need to know about this latest AI-based chatbot system? Here’s a primer that will give you everything you need to know to get started.