Jonathan Baird CFA – Medium

Jonathan Baird CFA

Could This Be the Key Indicator of Future Stock Market Performance?

A fascinating chart raises a compelling question: could household equity ownership serve as the single most reliable predictor of future…

Mar 27

Could This Be the Key Indicator of Future Stock Market Performance?

Mar 27

Historic Divergences and the End of U.S. Market Supremacy? Insights for 2025

Market extremes serve as critical signals for understanding the dynamics of economic and financial trends. In a world increasingly shaped…

Mar 22

Historic Divergences and the End of U.S. Market Supremacy? Insights for 2025

Mar 22

The Magnificent 7’s Weakening Grip: Are U.S. Markets at a Turning Point?

Mar 20

The Magnificent 7’s Weakening Grip: Are U.S. Markets at a Turning Point?

Mar 20

The Shift of 2025: Why Capital is Abandoning U.S. Stocks for Europe

One of the most noteworthy trends of 2025 is the reversal of a longstanding trend of capital flows into U.S. equities dwarfing flows into…

Mar 19

The Shift of 2025: Why Capital is Abandoning U.S. Stocks for Europe

Mar 19

2025 Market Insights: Why Retail Bullishness Could Signal Deeper Declines

2025 has thus far been a year of divergences, with one of the starkest, from an investment standpoint, being the behaviour difference…

Mar 19

2025 Market Insights: Why Retail Bullishness Could Signal Deeper Declines

Mar 19

Investment Success: Adapting Style to Market Conditions

The ongoing debate between growth and value investing often misses a fundamental truth: successful investing is not about choosing one…

Mar 17

Investment Success: Adapting Style to Market Conditions

Mar 17

Breaking the Cycle of Complacency: Why Passive Investing May Not Weather the 2020s

Investor complacency is an intriguing challenge in today’s markets, and it often stems from something known as “recency bias.” It’s a…

Mar 17

Breaking the Cycle of Complacency: Why Passive Investing May Not Weather the 2020s

Mar 17

From Canals to AI: What Every Investor Should Learn from History

The key to producing truly superior investment returns is early identification and participation in major investment themes. Each decade…

Mar 17

From Canals to AI: What Every Investor Should Learn from History

Mar 17

S&P 500’s Lowest Free Cash Flow Yield in 20+ Years: What It Means for You

One of the most important concepts I was exposed to while studying for my CFA many years ago was the critical importance of free cash and…

Mar 12

S&P 500’s Lowest Free Cash Flow Yield in 20+ Years: What It Means for You

Mar 12

The Hidden Trap in Investing: How to Navigate Recency Bias and Market Volatility

Human psychology is the single greatest handicap to successful investing, and recency bias (the tendency to believe the events of the…

Mar 10

The Hidden Trap in Investing: How to Navigate Recency Bias and Market Volatility

Mar 10

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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