Tom’s Blog

Have you started on your 2024 taxes?

What? Should you be doing ANYTHING now related to your 2024 taxes? Yep. I set up the file folders on my computer that I’ll eventually fill up with documentation for my 2024. It sounds strange, but this is the time to do that. I found

We’re still tracking to lower inflation

The inflation data for December came out on Thursday: we continue to track to less than an annual 3% rate of inflation, and 2% is in sight. I show several graphs that help me see the trends in inflation more easily. I think the two

What segments of US stocks outperformed in 2022?

I like arranging the most recent calendar year returns in the 3 by 3 matrix of the Investment Style Box. I get a snapshot of what outperformed and what underperformed the US stock market as a whole. This post shows the nominal return for

Who turned the buckets upside down?

This post displays our portfolio return for our 12-month year ending November 30 and compares returns to prior years in my lifetimes. Stock returns were the 6th worst in my lifetime. Bond returns were THE worst in my lifetime. The return on our portfolio

How bad is this period of high inflation?

I was surprised: this period of inflation (so far) PALES in comparison to periods of high inflation that all of us retirees have lived through. I look at two slices of what one might consider as high inflation: we currently have experienced 19-months with inflation

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