The U.S. consumer is in wonderful shape.
Ben Carlson
The Coming Boom in Travel Credit Card Rewards
I haven’t taken a trip in a long time. I know plenty of people who were still flying and going places during the pandemic but it didn’t happen for me. I’m hoping to make up for lost time with a handful of trips planned for the coming months. I expect prices to rise to make…
Animal Spirits: The State of the Housing Market
Michael and I spoke with housing analyst Logan Mohtashami about this crazy housing market.
How to Hedge Against Inflation
Why the stock market is still your best long-term bet for hedging inflation.
Animal Spirits: Permanent Stimulus
Michael and I discuss how crypto sucked the air out of the room for market discussions, why the Fed is forever attached to the markets and more.
Why Interest Rates Have to Stay Low For a Very Long Time
Why it’s going to be hard for the government to allow interest rates to rise substantially from here.
The Future of Bear Markets
My theory on why bear markets could be different going forward.
The Stock Market vs. Earnings Growth
Does the market always follow earnings growth or lack thereof?
A Short History of Money Market Funds
What the history of money market funds could have to say about stablecoins.
Talk Your Book: The Commodity Supercycle
Michael and I spoke with Ed Egilinsky about the prospects for a commodity supercycle.
