Category Archives: Daily Top Ten

On a recent episode of his show, Behind the Markets, WisdomTree’s Jeremy Schwartz made a comment about a stat from one of Jeremy Seigel’s books. He discussed how in real terms, bonds in the U.S. have actually experienced a much longer bear market than anything witnessed in the stock market.

This makes sense when you realize the biggest risk for stock market investors is generally a crash while the biggest risk for bond market investors is sky-high inflation.

I decided to run the numbers to put some more meat on the bones of this one to gauge the length of bear markets in both stocks and bonds on an after-inflation basis.

This is the historical real drawdown chart for the S&P 500:

I didn’t know which route to choose for a bond proxy so I decided to look at both 5-year treasuries and long-term treasuries. Here’s the chart for the 5-year bond:

And these were the drawdowns for long-term bonds:

Here’s what the stats look like for the longest bear markets for each since 1926:¹

https://awealthofcommonsense.com/2018/10/the-worst-kind-of-bear-market/ Continue reading →

Topley’s Top Ten – October 17, 2018

October 17, 2018

Matt Topley

Daily Top Ten No Comments

1.S&P Bounces at 200 Day….250 Names Were Down 20% or More in this Correction.

Here are some interesting numbers about the S&P 500, according to data provided by FactSet.

Among the S&P 500, 250 stocks were down 20% or more from their all-time closing highs (adjusted for splits and spin-offs) as of the close on Oct. 15.
162 were down at least 30% from their all-time highs.
113 were down at least 40% from their all-time highs.
69 were down at least 50% from their all-time highs.

You may be surprised at how many S&P 500 stocks have fallen at least 50% from record highs

Philip van Doorn

https://www.marketwatch.com/topics/journalists/philip-van-doorn