I enjoy reading finance books but most people do not. So to make your life easier, I’ve gone through all the classic finance books and distilled the message into a single sentence or phrase. I would still recommend reading many of these books if you haven’t, but let’s be realistic, that’s probably not going to…
Ben Carlson
The Nifty Fifty and the Old Normal
The link between today’s tech stocks and the Nifty Fifty.
The Best and Worst Quarters in Stock Market History
2020 has seen some of the best and worst quarterly returns of all-time.
Animal Spirits: Existential Hurricane
Michael and Ben discuss the biggest tech stocks, more worries about the pandemic, some new books and more.
I’m Worried
A list of my current worries.
How Often Do Long-Term Bonds Beat Stocks?
Why stocks don’t always outperform bonds over the long-term.
The Only Rational Deployment of Our Ignorance
My presentation on diversification and why I think online conferences might work.
Joe Granville: The Original Dave Portnoy
When it became apparent sports weren’t coming back for a while in early-March, I joked that ESPN should become a financial network until they returned. It wasn’t Stephen A. Smith but Dave Portnoy of Barstool Sports who made the pivot to trading stocks. This makes sense when you consider how many people there are who…
How Would Investors React If We Finally Get Some Inflation?
A look back at how often the US sees high inflation.
Animal Spirits: Inflation Ahead
Michael and Ben discuss inflation predictions, the new 60/40 portfolio, a Saved by the Bell reboot and more.
