Archive of entries posted by David Hunkar

The Callan Periodic Table of Global Equity Investment Returns 1999–2018

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Callan is celebrating the 20th  anniversary of the publication of the widely popular Annual Periodic Table of Global Equity Investment Returns. The firm has published another great set of periodic tables as part of the celebration thru its Callan Institute. The following is the Periodic Table of Global Equity Investment Returns from 1999 thru 2018. …

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Average Investors Underperform Most Asset Classes

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The enemy of the average individual investor is no one but himself. The average investor underperforms over almost every other asset class in terms of returns over the long run. This is because investors get distracted by a variety of things that are detrimental to their returns. Some of the things that retail investors do …

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Eleven Drawdowns Over The Past Eighty Years: Table

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US equity markets have turned extremely volatile since June is year. Fears of recession up until a few ago has been overtaken by positive developments or hints of progress in the trade dispute with China. In addition, Brexit and other chaos adds more uncertainties to the global equity markets. Even if the market stabilizes and …

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Interesting WSJ Article on What Americans Can Learn From The French On Free Markets

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“Competition is a sin”  – John D. Rockefeller The fundamental principle of capitalism is the belief in free markets and competition. In a free market economy, competition is encourage and market participants compete against one another for the benefit of all. In such an economy, the state ensures that no one company monopolies an industry or …

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U.S. Business Expansions Since World War II: Chart

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The chart shows the many periods of business expansions in the US since World War II. The current expansion that began during the depths of the GFC in 2009 is one of the longest on record lasting over 100 months. The previous long bull market was during the golden age of hi-tech from 1991 to …

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