Monday Macro – a deep dive into stocks and bonds for the long run
A trifecta of reports digging into what returns you can expect from investing in the long run. Surely stocks always outperform over the long run ?? Maybe...
This week, I’m going to try and combine my three interests:
working out what the heck markets might do next,
figuring out how economic growth rates impact stock market returns (surely there must be some relationship or are they entirely unrelated), and
digging into the economic history record books to see what’s worked in the past in investment terms.
T…
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