Wealth & investing
Outpacing Inflation with Stocks
With inflation back in the headlines, a reminder of the long-run evidence that stocks have outpaced inflation — and why expected inflation is already in market prices.
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Wealth & investing
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A Surprise Winner Among Asset Classes
After years in the shadow of US large caps, international stocks may be stepping back into the spotlight — a case for not giving up on global diversification.
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The Streak Illusion
The 'hot hand' is a powerful illusion — in basketball and in markets. Why recent streaks (like currency moves) don't tell you much about what comes next.
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The Miracle of Markets and the 100-Year Dataset That Changed the World
We now have 100 years of research-quality US stock market data. David Booth on the dataset that quietly reshaped how millions of people invest.
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Uncertainty Is How You Grow Wealth
Uncertainty feels like the enemy of investing — but it's actually the source of returns. A reframe on why risk and reward are inseparable.
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Public Proxy for Private Credit
Private credit is everywhere in the headlines — and increasingly in portfolios. A look at the opacity of private funds and what public markets reveal about the risks.
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AI Data Centers and Emissions — Q&A Pt. 2: Impact on Carbon Footprint
Part two of a Q&A on how the surge in AI data-center energy use shows up in a company's carbon footprint — and why measuring it is harder than it sounds.
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Weighing In on Equal Weights
Worried about concentration in the largest US stocks? Equal-weighting an index is one popular fix — but this Dimensional piece explains why it can add trading costs and taxes without being the right tool for the job.
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A World of Opportunity in Global Bonds
The global bond market is vast and varied. A one-page look at why broadening beyond domestic bonds can expand opportunity and manage risk.
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Bulls, Bears, and the Long-Term Benefits of Stock Investing
Bull markets have tended to be longer and stronger than bear markets are short and sharp. A one-pager on the long-term math that favors patient investors.
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Do Downturns Lead to Down Years?
A scary drop mid-year doesn't doom the whole year. A one-pager showing how often markets finish positive despite a sharp intra-year decline.
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Global Diversification Can Make a World of Difference
The US is a big slice of global markets — but far from all of it. A one-pager on why looking beyond home borders can smooth the ride.
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Gold Hasn't Been Effective at Tracking Inflation
Gold is widely assumed to be an inflation hedge — the data is far less convincing. A one-pager on gold's spotty record against rising prices.
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How Asset Allocation Impacts Risk and Return
Your mix of stocks and bonds is the biggest lever on both risk and return. A one-page primer on how asset allocation shapes the range of outcomes.
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How Do the Fed's Moves Affect Market Interest Rates?
The Fed sets one rate — but market rates across the curve don't simply follow. A one-pager on the loose link between Fed moves and the rates that matter.
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How Often Do Small Cap, Value, and High Profitability Outperform?
The size, value, and profitability premiums are reliable over long horizons — less so over short ones. A one-pager on how the odds improve with time.
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How US Stocks Have Behaved in an Election Month
Election-month volatility feels inevitable — but the history is calmer than the anxiety. A one-pager on how stocks have actually behaved when Americans vote.
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Here's Why You Should Invest in All the Sectors, Not Just One
Sector leadership rotates unpredictably year to year. A one-pager on why owning the whole market beats betting on this year's hot sector.
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Long-Term Investors, Don't Let a Recession Faze You
Recessions are frightening in the moment, but markets often turn up before the economy does. A one-pager on keeping perspective through a downturn.
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Markets Don't Wait for Official Announcements
Markets price in news in real time, not when it's made official. A one-pager on why prices move ahead of the headlines — and why timing them is so hard.
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Staying the Course with Value Stocks
The value premium is real but lumpy — it shows up in bursts. A one-pager on why discipline matters most when value has been out of favor.
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Stock Gains Can Add Up After Big Declines
Sharp downturns are unsettling — but the recoveries that follow have often been substantial. A one-pager on what tends to come after big declines.
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Stocks Have Rewarded Investors over the Long Term
Daily headlines can rattle anyone, but over the long term stocks have richly rewarded patient investors. A one-page look at the long-run case for staying invested.
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Swing in Small Value Stocks Shows Benefits of Sticking with a Plan
Small-cap value can swing hard from worst to first. A one-pager on why a sharp turnaround rewards investors who stuck with the plan.
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The Bumpy Road to the Market's Long-Term Average
The 'average' annual return almost never happens in any single year. A one-pager on the bumpy path behind that smooth long-run number.
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The Cost of Trying to Time the Market
Miss just a handful of the market's best days and your long-run return can crater. A one-pager on the steep cost of being out at the wrong time.
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The Market and Control of US Congress
Does it matter for stocks which party controls Congress? A one-pager on the historical returns across every configuration of power.
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The Market and US Presidential Elections
Elections feel high-stakes for portfolios, but markets have grown under both parties. A one-pager on why your vote shouldn't drive your allocation.
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The Power of Compounded Returns
Compounding is a quiet, powerful force — small returns stacked over time become large outcomes. A one-page illustration of why starting early matters.
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The Randomness of Global Stock Returns
Which country tops the charts each year? It's essentially unpredictable. This one-pager shows why chasing last year's winner is a losing game — and why you diversify.
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The Rewarding Distribution of US Stock Market Returns
Yearly stock returns are rarely 'average' — they cluster in the extremes. This one-pager shows why the messy distribution of returns still trends rewarding over time.
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Think Twice About Chasing the Biggest Stocks
By the time a company becomes one of the largest in the market, much of its growth may be behind it. A one-pager on the risk of chasing mega-cap winners.
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TIPS Can Help Investors Hedge Inflation
Treasury Inflation-Protected Securities are built to track inflation directly. A one-pager on how TIPS can play a role in hedging rising prices.
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When It's Value vs. Growth, History Is on Value's Side
Over the long sweep of history, value has beaten growth more often than not. A one-pager on the long-term odds favoring value.
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Why a Stock Peak Isn't a Cliff
New market highs feel like a warning to many investors. A one-pager on why all-time highs have historically been followed by more gains, not a fall.
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Will Inflation Hurt Stock Returns? Not Necessarily.
Inflation worries are common, but the historical link to stock returns is weaker than you'd think. A one-pager on stocks through inflationary periods.