Jonathan Baird CFA
@jonathan-baird.bsky.social
I’m an award winning money manager who has written the Global Investment Letter since 2017. Each month I share my analysis of global markets and my investing activities. Sample issues are available on the website.
S&P 500’s Lowest Free Cash Flow Yield in 20+ Years: What It Means for You and the Current Market
open.substack.com/pub/jonathan...
open.substack.com/pub/jonathan...
S&P 500’s Lowest Free Cash Flow Yield in 20+ Years: What It Means for You and the Current Market
Why Collapsing Cash Flow Yields Signal Bigger Trouble Ahead for Investors
open.substack.com
May 24, 2025 at 2:36 PM
S&P 500’s Lowest Free Cash Flow Yield in 20+ Years: What It Means for You and the Current Market
open.substack.com/pub/jonathan...
open.substack.com/pub/jonathan...
A Recent post on the likely effects of a strong dollar and tariffs on the economy and markets:
medium.com/@jonathanbai...
medium.com/@jonathanbai...
The Double-Edged Sword: U.S.
THE DOUBLE-EDGED SWORD: U.S. TRADE TARIFFS AND A RISING DOLLAR’S EFFECT ON MULTINATIONAL CORPORATIONS
medium.com
January 29, 2025 at 3:45 PM
A Recent post on the likely effects of a strong dollar and tariffs on the economy and markets:
medium.com/@jonathanbai...
medium.com/@jonathanbai...
An artcile I published BEFORE the recent decline in Nvidia:
medium.com/@jonathanbai...
medium.com/@jonathanbai...
Why The Dominance Of Nvidia And Tech Giants Could Spell Trouble For Investors
WHY THE DOMINANCE OF NVIDIA AND TECH GIANTS COULD SPELL TROUBLE FOR INVESTORS
medium.com
January 29, 2025 at 3:43 PM
An artcile I published BEFORE the recent decline in Nvidia:
medium.com/@jonathanbai...
medium.com/@jonathanbai...
The end of this bull marrket has created the greatest losses in history and its still going on:
medium.com/@jonathanbai...
medium.com/@jonathanbai...
The End Of This Bull Market Is Creating The Greatest Losses In History
THE END OF THIS BULL MARKET IS CREATING THE GREATEST LOSSES IN HISTORY
medium.com
January 29, 2025 at 3:42 PM
The end of this bull marrket has created the greatest losses in history and its still going on:
medium.com/@jonathanbai...
medium.com/@jonathanbai...
A recent article I wrote on a major threat to the banking system that is not getting sufficient attention:
medium.com/@jonathanbai...
medium.com/@jonathanbai...
The Hidden Threat To Banks: Unraveling The Looming CRE Crisis
THE HIDDEN THREAT TO BANKS: UNRAVELING THE LOOMING CRE CRISIS
medium.com
January 29, 2025 at 3:41 PM
A recent article I wrote on a major threat to the banking system that is not getting sufficient attention:
medium.com/@jonathanbai...
medium.com/@jonathanbai...
I wrote an article on the merits of investment newsletters and how to pick a good one:
medium.com/@jonathanbai...
medium.com/@jonathanbai...
Boost Your Portfolio: Selecting The Best Global Investment Newsletter For All Levels
In today’s intricate financial landscape, the pursuit of sound investment strategies can be overwhelming. Amid fluctuating markets…
medium.com
January 29, 2025 at 3:39 PM
I wrote an article on the merits of investment newsletters and how to pick a good one:
medium.com/@jonathanbai...
medium.com/@jonathanbai...
I recently published a post on the poor future prospects for the S&P 500 and how to work around them:
medium.com/@jonathanbai...
medium.com/@jonathanbai...
Why The S&P 500 Is Setting Investors Up For Disappointing Returns-And How to Prepare
Investors, brace yourselves — the landscape is shifting beneath our feet. It’s a timeless truth: the price you pay today shapes the…
medium.com
January 29, 2025 at 3:38 PM
I recently published a post on the poor future prospects for the S&P 500 and how to work around them:
medium.com/@jonathanbai...
medium.com/@jonathanbai...
I recently published a new post:
medium.com/@jonathanbai...
medium.com/@jonathanbai...
Active Versus Passive Investing Strategies: Unveiling The Winners From 1997 To 2025
There has been an age-old debate between the merits of active investment management and passive (buy-and-hold) strategies. The accompanying…
medium.com
January 29, 2025 at 3:36 PM
I recently published a new post:
medium.com/@jonathanbai...
medium.com/@jonathanbai...
Consensus opinion continues to embrace what we think is the paradoxical notion that America can both avoid a recess and see an aggressive cut in interest rates. Markets will be vulnerable when investor expectations meet economic reality.
November 15, 2024 at 2:19 PM
Consensus opinion continues to embrace what we think is the paradoxical notion that America can both avoid a recess and see an aggressive cut in interest rates. Markets will be vulnerable when investor expectations meet economic reality.
Inflation's Hidden Threat: How It's Shaping Global Markets and Interest Rates
www.slideshare.net/slideshow/in...
www.slideshare.net/slideshow/in...
INFLATION's HIDDEN THREAT: HOW IT'S SHAPING GLOBAL MARKETS AND INTEREST RATES
INFLATION's HIDDEN THREAT: HOW IT'S SHAPING GLOBAL MARKETS AND INTEREST RATES - Download as a PDF or view online for free
www.slideshare.net
November 14, 2024 at 4:39 PM
Inflation's Hidden Threat: How It's Shaping Global Markets and Interest Rates
www.slideshare.net/slideshow/in...
www.slideshare.net/slideshow/in...
My recent interview with Lily Patrascu on her podcast covered the most important lessons I've learned in managing our psychology to improve investment results and in dealing with the daily challenges of life.
www.youtube.com/watch?v=va5y...
The Psychology Of Successful Investors - Jonathan Baird and Lily Patrascu
YouTube video by Lily.Global
www.youtube.com
November 14, 2024 at 12:03 AM
My recent interview with Lily Patrascu on her podcast covered the most important lessons I've learned in managing our psychology to improve investment results and in dealing with the daily challenges of life.
www.youtube.com/watch?v=va5y...