Very interesting article by Dan Rasmussen at Verdad Capital about the growth of Private Credit and the state of the current market. Demand is strong but will the stretch for yield turn out badly?
The Full link is below:
The Callan Periodic Table of Investment Returns
Annual Returns for Key Indices Ranked in Order of Performance (2000–2019)
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Visualizing Data: How the Media Blows Things Out of Proportion
See the full article by Jeff Desjardins below: originally written in 2016 it applies just as well today.
Visualizing Data: How the Media Blows Things Out of Proportion