Charting the Course

Better Than Investing in Gold

BY Kristin Castner, CFA IN Charting the Course
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Each month, Purdue University conducts a phone survey of 400 U.S. agricultural producers about the expected future value of farmland. They use this data to compile and monitor the Long-Term Farmland Value Expectations Index (chart below). In March, this index rose back to its highest level on record, indicating a positive long-term outlook for the …

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What a global reopening means for your wealth (and your health)

BY Kristin Castner, CFA IN Charting the Course
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Just over a year after the global economy closed for business, countries are in various stages of reopening. News headlines cite more openings than closings. More and more people are getting vaccinated and feeling comfortable being out and about. Cushman and Wakefield, a commercial real estate company, has an interesting interactive global map that measures …

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What the Last 6 Weeks Tell Us About 2021 Market Returns

BY Kristin Castner, CFA IN Charting the Course
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On 11/9 the first significant news about a soon-available coronavirus vaccine hit the headlines. Since that time, we’ve seen stellar performance from equity markets, but a dramatic shift in the driver of stock market returns. No longer is Big Tech the only winner. (In the above chart, Top 5 S&P 500 includes Apple, Microsoft, Amazon, …

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3 Strategies for Navigating Today’s Low Interest Rates

BY Kristin Castner, CFA IN Charting the Course
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Nearly 200 years ago, the U.S. was debt-free. Our then-President, who thought buying something on credit was like “black magic”, decided to pay off the national debt. And he did it. In today’s world, most of us couldn’t imagine ourselves or our country being debt-free. Andrew Jackson is a testament to the power of making …

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What’s Scarier than Coronavirus?

BY Kristin Castner, CFA IN Charting the Course
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The Covid-19 pandemic is without question the defining event of 2020. Right? After all, it’s a “once in a generation” event that took a human and economic toll that was unimaginable to many just a year ago. So, you might be surprised to hear that coronavirus is NOT what investors are most afraid of this …

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The Lie Staring Us Right in the Face

BY Kristin Castner, CFA IN Charting the Course
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You hear it every day if you are paying attention to the news. Your neighbors and coworkers are likely talking about it (over Zoom, of course). And, if you are being honest with yourself, you probably believe it’s true. The Stock Market Is on Fire! (Yes, even despite this recent volatility.) We are witnessing what …

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