TPL - That One Chart I Cannot Stop Thinking About
2024-03-26 07:00:00 ET
Summary
- Stocks are always a good investment, but major crashes can take years to recover from, especially when accounting for inflation.
- We believe that we're entering a new environment of above-average inflation and that stocks are currently overvalued.
- We recommend focusing on value stocks, energy stocks, equity REITs, and companies with robust balance sheets and wide-moat business models to navigate the current market conditions.
Coproduced with Leo Nelissen.
I have to admit I think about markets and investments all the time.
However, there’s this one chart I cannot stop thinking about, as it’s such an important chart to keep in mind whenever we make an investment decision.
Before I decided to write this article, I came across the tweet below.
As we can see above, the main takeaway is that stocks are always a good investment.
Investors who bought every time the market ran hot in the past are still making money. That’s obvious, as the S&P 500 (SP500) is trading at an all-time high....
That One Chart I Cannot Stop Thinking About