Jonathan Baird CFA – Medium

Jonathan Baird CFA

Jonathan Baird CFA

Why S&P 500 Valuations Signal Dismal Future Returns And What to Do About It

It’s axiomatic that the price you pay for an investment is one of the major factors in its ultimate return. This makes the accompanying…

6d ago

Why S&P 500 Valuations Signal Dismal Future Returns And What to Do About It

6d ago

Jonathan Baird CFA

How AI Leadership Will Shape Economies And Markets In The Years Ahead

Aside from being the investment theme that has driven and accounted for the bulk of gains by U.S. stock indices over the past year, the…

6d ago

How AI Leadership Will Shape Economies And Markets In The Years Ahead

6d ago

Jonathan Baird CFA

The Rise And Fall Of Economies: Lessons From 123 Years Of Market Analysis

Our latest analysis compares global market capitalization by nation from 1900 to 2023. The shifts over time are dramatic, and few in 1900…

6d ago

The Rise And Fall Of Economies: Lessons From 123 Years Of Market Analysis

6d ago

Jonathan Baird CFA

The Calm Before The Storm: Why Volatility Is Set To Surge

The accompanying chart illustrates that when the returns of the S&P 500 outperform the equally weighted S&P 500 by 15% or more unpleasant…

6d ago

The Calm Before The Storm: Why Volatility Is Set To Surge

6d ago

Jonathan Baird CFA

Global Economic Trends: Dangers and Opportunities for Investors

GLOBAL ECONOMIC TRENDS: DANGERS AND OPPORTUNITIES FOR INVESTORS

6d ago

Global Economic Trends: Dangers and Opportunities for Investors

6d ago

Jonathan Baird CFA

Gold Prices Surge: The Real Driver Behind The Surge

GOLD PRICES SOAR: THE REAL DRIVER BEHIND THE SURGE

Oct 30

Gold Prices Surge: The Real Driver Behind The Surge

Oct 30

Jonathan Baird CFA
in
The Capital

What Will Be The Investment Theme Of The 2020s That Will Produce A Fortunes

What Will Be The Leaders Of The Next Bull Market?

Dec 14, 2022

What Will Be The Investment Theme Of The 2020s That Will Produce A Fortunes

Dec 14, 2022

Jonathan Baird CFA
in
The Capital

Market Crash Or Investment Opportunity Of The Century?

Market Strategist’s Ultra Rare Estimate For 2023

Dec 13, 2022

Market Crash Or Investment Opportunity Of The Century?

Dec 13, 2022

Jonathan Baird CFA
in
The Capital

CEOs ARE WORRIED ABOUT EARNINGS. INVESTORS SHOULD BE TOO.

Investor Expectations Versus Economic Reality

Nov 29, 2022

CEOs ARE WORRIED ABOUT EARNINGS. INVESTORS SHOULD BE TOO.

Nov 29, 2022

Jonathan Baird CFA
in
The Capital

How Much Risk Can You Stand?

Our Choices Determine How Much We Make Or Lose As Investors

Nov 24, 2022

How Much Risk Can You Stand?

Nov 24, 2022

Jonathan Baird CFA

Jonathan Baird CFA

PUBLISHER OF THE GLOBAL INVESTMENT LETTER. AWARD-WINNING MONEY MANAGER. SPEAKER ON GEOPOLITICS AND MARKETS. www.globalinvestmentletter.com

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