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, 2024

October

Posted on October 7, 2024

The 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, 2024

August

Posted on August 7, 2024

Don’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, 2024

June

Posted on June 6, 2024

Johan 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, 2024

America’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, 2024

The 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, 2024

A $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, 2024

From 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