Investments

Stock Market Performance During Previous Fed-Rate-Hike Cycles

Are you wondering how the stock market has performed during previous Fed-rate-hike cycles? This article will explore whether stocks perform well or poorly when borrowing costs rise. On March 16, 2022, the Federal Reserve approved its first rate hike since December 2018. 11 Fed rate hikes later, the Fed Funds rate is at 5.25% – […]

Stock Market Performance During Previous Fed-Rate-Hike Cycles Read More »

Four Important Signs A Recession May Be Imminent

Well folks, the bad times are clearly back again. There’s a growing chance of a recession. What’s worse, there might actually be stagflation, where inflation remains high while economic output declines. For those of you who’ve been consistently investing since 2009 or earlier, experiencing a recession is just a part of the economic cycle. Bad

Four Important Signs A Recession May Be Imminent Read More »

Home Country Bias Investing And Why It Can Be A Big Problem

All of us are patriots to some degree. However, it’s good to beware of home country bias to protect ourselves from unexpected risk. Home country bias refers to investors’ tendency to favor companies from their own country over those from other countries or regions. After all, it’s usually better to invest in what we know

Home Country Bias Investing And Why It Can Be A Big Problem Read More »

How To Live With Dead Money For A While Under Different Scenarios

Unfortunately, we may have to accept the reality of living with dead money for a while. The forecasts of lower expected returns in the stock market over the next decade may very well be coming true. As a result, we must adapt and think ahead. In this post, I’d like to discuss several suboptimal financial

How To Live With Dead Money For A While Under Different Scenarios Read More »

Five Financial Observations Since The Start Of The Ukraine War

Russia has invaded Ukraine. Unfortunately, there’s nothing much you or I can do except give our moral and financial support to the Ukrainian people and organizations trying to help. If you’re looking for a donation idea, check out World Central Kitchen, which is providing warm meals to Ukrainian refugees. Let us hope there is a

Five Financial Observations Since The Start Of The Ukraine War Read More »

How To Hedge Your Bets Once You’ve Realized A Mistake Was Made

Like it or not, we are all bettors. To make things sound better, we like to call ourselves investors. But either way, we’re all constantly taking risks in everything we do. The other day a Financial Samurai reader named Jim challenged me to a $5,000 bet. Surprising! I was going to go back to Jim

How To Hedge Your Bets Once You’ve Realized A Mistake Was Made Read More »

How To Avoid Financial Fraud And Protect Your Investments

Are you aware of the risks you take online? Nearly half the U.S. population was impacted by identity fraud and financial fraud in 2020, responsible for $56B in losses. And the truth is, you’ve never been a bigger target. Technology is woven into our lives. From remote work to shopping to banking, we can send/receive

How To Avoid Financial Fraud And Protect Your Investments Read More »

A Stock Split Doesn’t Change Fundamentals But Could Boost Share Price

Are you excited about a stock split? Don’t be. A stock split is simply financial engineering. Some retail investors get tricked into thinking they’re getting a better deal than they really are. I still remember one of my VPs at Goldman making fun of an Associate one morning. The Associate excitedly shouted out to the

A Stock Split Doesn’t Change Fundamentals But Could Boost Share Price Read More »

Why Invest In Private Funds Even Though They Charge Higher Fees

I decided to invest in two private funds: 1) Kleiner Perkins 20 (KP20), and 2) Kleiner Perkins Select2. Kleiner Perkins is a top venture capital shop which has made more recent home run investments in Figma and Ripple. This article will explain why I invest in private funds even though they charge higher fees. KP20

Why Invest In Private Funds Even Though They Charge Higher Fees Read More »