Year 2024
PMA highlights articles that we think provide useful insights into finance, business, the economy and current events. Select from those listed to read on-line.
November
Posted on November 13, 2024Alumni Spotlight: Paul Snitzer
Dechert Alumni Stay Connected
Medicare Plans Are Making Big Changes for 2025. Here’s How to Navigate Them.
Anna Wilde Mathews, The Wall Street Journal
The Stock Market Keeps Breaking Records. What Could Stop the Rally?
Sarah Hansen, Morningstar
American productivity still leads the world
The Economist
October
Posted on October 7, 2024The 60/40 Portfolio Win Rate
Ben Carlson, A Wealth of Common Sense
Where Taxes Would Rise the Most if Trump’s Tax Cuts Expire
By Richard Rubin, Max Rust and Anthony DeBarros, The Wall Street Journal
The Investment Implications of the Wealth Surge
David Kelly, Notes on the Week Ahead
Six Rules for Traveling in Retirement
Robbie Shell, The Wall Street Journal
September
Posted on September 8, 2024It’s Time for the Fed to Cut Permalink
Jeremy Siegel, VettaFi Advisor Perspectives
Here’s Why You Should Invest in All the Sectors, Not Just One
Dimensional Fund Advisors
Fifty Years Without Gold
Alex J. Pollock, Law & Liberty
Hackers may have stolen the Social Security numbers of every American. Here’s how to protect yourself
Jon Healey, Los Angeles Times
A Straight Man and a Funnyman Explain the World Economy
Lauren B. Siegel, VettaFi Advisor Perspectives
August
Posted on August 7, 2024Don’t Get Fed Up
Wes Crill, PhD, Dimensional
Why I Remain Bullish on the United States of America
Ben Carlson, A Wealth of Common Sense
Eight Things Republicans Get Wrong About Free Trade
Tyler Cowen, Bloomberg
The Case Against Low Interest Rates
John Michaelson, The Wall Street Journal
July
Posted on July 13, 2024Roger Federer vs. the Stock Market
Ben Carlson, A Wealth of Common Sense
US Stocks Beat Predictions Over the Past Decade. Can They Do It Again?
John Rekenthaler, Morningstar
Global Diversification Still Requires International Securities
Wes Crill, PhD, Dimensional
Why Concentrated Stock Positions Are A ‘Loser’s Game’
Larry, Swedroe, Financial Advisor
June
Posted on June 6, 2024Johan Norberg’s Plan to Save the World Through Capitalism
Laurence B. Siegel, VettaFi Advisor Perspectives
The Indispensability of Risk
Howard Marks, Oaktree Capital Management
The Perils of the Fed’s Vast Bond Holdings
Jeff Sommer, The New York Times
Meet Salim Ramji, Who Is Going to Oversee the Retirement Assets of Tens of Millions of Americans
Jack Pitcher, The Wall Street Journal
May
Posted on May 9, 2024America’s Economy Is No. 1. That Means Trouble.
Greg Ip, The Wall Street Journal
Is robotics about to have its own ChatGPT moment?
Melissa Heikkilä, MIT Technology Review
Everything is Obvious
Joe Wiggins, Behavioural Investment
Daniel Kahneman Changed How We Think About Human Nature
Daniel Read, RealClearScience
The Rewarding Distribution of US Stock Market Returns
Dimensional
April
Posted on April 10, 2024The Fed’s Conundrum: Interest Rates Are Both Too High—and Too Low
Justin Lahart, The Wall Street Journal
Rogoff Says Biden, Trump Favor ‘Blowing Up’ U.S. Debt
Christopher Anstey, Financial Advisor
Inside the Operating Room: Doctors Test a Revolutionary Brain-Computer Implant
Jo Craven McGinty, The Wall Street Journal
Japanese Lessons
David Kelly, Notes on the Week Ahead
March
Posted on March 5, 2024A $1 Trillion Conundrum: The U.S. Government’s Mounting Debt Bill
Eric Wallerstein, The Wall Street Journal
Investors Are Almost Always Wrong About the Fed
Eric Wallerstein, The Wall Street Journal
Macro is Hard
Ben Carlson, A Wealth of Common Sense
February
Posted on February 8, 2024From downturn to upswing: Strong fourth-quarter returns in stocks and bonds
Francis M. Kinniry Jr., CFA, Ted Dinucci, CFA and Chris Tidmore, CFA, Vanguard
Conference Roundup: The End of the Dollar, or Not
Laurence B. Siegel, AJO Vista
El-Erian Says It’s Too Soon for Fed to Declare Inflation Victory
The Wealth Advisor
January
Posted on January 1, 2024Hopescrolling: 52 fact-based optimistic news from every week in 2023
Warp News
Higher Interest Rates Are Here to Stay
Kenneth Rogoff, Project Syndicate
2023: the year of sticker shock
Justin Klawans, The Week
The Office Market Had It Hard in 2023. Next Year Looks Worse.
Peter Grant, The Wall Street Journal
How Were So Many Economists So Wrong About the Recession?
Tyler Cowen, Bloomberg