Stuff that never happens in the market seems to be happening more frequently.
The stock market recovery has erased most of the losses from the Corona bear market.
Michael and Ben discuss the work from home trend, the importance of dividends, market valuations and more.
How diversification can help manage bad luck.
How do you get bubble behavior during a depression?
Michael and Ben speak with Alexi Panagiotakopoulos about the commercial real estate market.
Dividends are one of the most underrated sources of portfolio income.
Is this the 1990s all over again in terms of market valuations?
We discuss: What would a vaccine mean for the markets? Is the vaccine a sell-the-news event? Could we potentially see a stock market bubble when this crisis is over? Why is Uber’s stock price up this year? Why people are so angry at the stock market Is private equity a retail killer? What happens to…
Government bond yields remain unbelievably low across the maturity spectrum: The correlation between starting yields and future long-term returns is very high, meaning you can use these rates as a decent approximation of forward bond returns. In other words, don’t expect much from the bond portion of your portfolio. When you compare today’s yields with…