Topic
Outlooks & Reviews
A collection of 17 posts
My 2025 Scorecard
Grading my 2025 Outlook: I got the big economic call right, correctly anticipated the bull market’s staying power and stuck with foreign stocks. My forecasts for market leadership and bonds were more mixed.
| 7 min read
Compounding Through the Noise
2025 MARKET REVIEW: How investors were rewarded for staying disciplined as leadership broadened beyond AI.
| 11 min read
Investing Beyond the AI Hype
2026 OUTLOOK | The market’s baseline is growth—but in an AI-driven, fully-priced world, diversification matters more than ever.
| 15 min read
My 2024 Scorecard
Grading my 2024 Outlook—my predictions for stocks and bonds were mixed, while my economic forecast was spot-on.
| 7 min read
Growth Stocks Dominated 2024
2024 MARKET REVIEW: The large growth bull market continued to charge.
| 8 min read