Two articles of interest to investors are the following.
- The first article was written by Geoff Considine with the title, An Important Challenge to "Stocks for the Long Run." Jeremy Siegel is the author of the 'Long Run' book.
- The second article is actually a transcript of a debate between Siegel and Zvi Bodie. This paper can be found on one of my blog sites using this link.
Below is the QPP analysis of the portfolio cited in the Considine article. I used the default setting of 8.3% for the S&P 500 so as to match Considine's assumptions.
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