Much of Fifth Set’s investment philosophy is drawn from the academic research findings of University of Chicago Professor Eugene Fama. A 2013 Nobel laureate in
On April 20, 2022, Netflix stock fell 37% following a disappointing earnings report the previous day. As a member of the FAANG group of large
Commodity[1] and gold funds have been the big winners so far this year, with year-to-date gains of 24.6% and 5.8% respectively. Driven by inflation rates
Since the beginning of 2021, inflation has increased significantly, driven largely by supply and demand changes caused by the Covid pandemic. Last week, the Labor
“Stocks are expensive, what should we do?“ With stock markets continuing to make all-time highs on a regular basis following a 112.6%[1] gain off the
Much has been made of the recent performance of large U.S. technology stocks. In particular, the performance of the FAANG[1] stocks has captured the imagination
On February 19th, 2020, the S&P 500 index closed at 3,386.15. That marked the highpoint before the COVID-19 pandemic and subsequent global economic collapse drove
That was the title of a keynote address given by Vanguard founder John Bogle in February 2005. For Bogle, a prominent evangelist of low-cost investing,
How we, as investors, define “the market” can obscure actual investment experiences. To illustrate, look at the following four measures of 2020 year-to-date returns through
From March 24th, 2020 through May 26th, 2020, the stock market, as measured by the S&P 500, returned 36%. That is not typo. Over the same period of time, we have seen a torrent of terrible economic news. For example, on April 24th, the Congressional Budget Office (CBO) released updated economic forecasts that included the following:
Ian A. Post, CFA, CFP®
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