"The Reformed Broker" Articles

The first half of 2022 saw the second-worst performance of a 60/40 portfolio of stocks and bonds in over two centuries. Despite this, however, something still holds true: In combination, stock and bond markets naturally form an equilibrium.

Market news and data went from bad to worse this first half of 2022, but the good news is, we’re well into the middle; The “Mushy Middle”, that is.