The annual update of my favorite performance chart drew a number of good responses and questions. I’m going to go through two that I thought were worth some more digging: Question 1: Can you take this allocation quilt back 20 years? The past 10 years have felt like complete and utter domination by large cap…
Animal Spirits: The Short Squeeze
Michael and I discuss expected returns, trillion dollar companies, the American dream that’s not for everyone and much more.
2018 vs. 2019 in the Stock Market
No two years in the stock market are ever the same but there are lessons from looking at past performance.
How to Write a Book in Your Spare Time
Some time management lessons from writing my new book.
Where the Magic Happens in the Stock Market
Apple is up a lot over the past year, more than doubling in terms of total returns: Some investors claim the only reason Apple share have risen so much must be due to a combination of inflows into passive investment products and share buybacks from the company. Index funds and buybacks have made for a…
Updating My Favorite Performance Chart For 2019
My annual look at asset class returns over the past 10 years.
Animal Spirits: The 10 Best Jobs in America
Michael & Ben discuss worries about the growth of index funds, the biggest budget busters, why Apple is up so much over the past year and much more.
The Relationship Between War & The Stock Market
How does the stock market do when the U.S. is at war?
The Future of Book Publishing
Some lessons I’ve learned about the publishing industry.
Are We Facing an Aging Crisis?
People are living longer. Why this offers both risk and opportunity in the coming years.
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