Making Sense of Economic Data

Making sense of economic data provided by the government, markets, and media.

The Non-Farm Payroll Report. Crude inventories. The Federal Open Market Committee Minutes. If you aren’t an economist or passionately devoted to the financial media, you might have no clue what those are. But the reality is, if you’re an investor in the global marketplace and you own stocks and bonds, your money is likely reacting… Read More

Goldman Sachs Predicts 4.5% 10-year Treasury Yields


Geoff Considine

Goldman Sachs just came out with a prediction that 10-year Treasury bond yields will rise to 4.5% by 2018 and the S&P 500 will provide 6% annualized returns over that same period.  The driver for this prediction is simply that the Fed is expected to raise the federal funds rate. Because rising yields correspond to… Read More

Investing for Income vs. Total Return

Geoff Considine

One of the most-discussed issues in long-term investing is whether to focus on income generation or simply to think in term of total return (price gains plus income).  The discussion of this topic often focuses on whether investors should seek out stocks that pay dividends vs. simply planning to sell a fraction of their portfolio… Read More