Going through some of the companies I use that have been impacted by this crisis.
Ben Carlson
How Will the Crisis Impact Housing Prices?
Why housing prices may not fall as much as you think during this crisis.
It’s Just Another Manic Market
In February the S&P 500 fell more than 8%. Not to be outdone, March was one of the worst months in market history, dropping more than 12%: Just to keep investors on their heels, April followed up one of the worst months in history with one of the best ever: To recap: Nasty month in…
Animal Spirits: A Noobwhale Picker’s Market
We discuss: The latest crazy economic data Is this the hardest market environment to outperform ever? Will any investors develop a more open mind about investing after this? Will more millennials buy homes because of this crisis? How worse would things be if the Fed didn’t act so fast? What are the unintended consequences of…
Why Value Died
Why value stocks do better during inflationary environments.
Animal Spirits: Capitalism as We Know It
Michael and Ben discuss credit card rates, underestimated changes from the pandemic, Netflix movies and more.
Occam’s Razor on Interest Rates and the Stock Market
How low interest rates are impacting the markets in counterintuitive ways.
More Thoughts on the Worst Case Scenarios for Diversified Portfolios
Looking at a 50/50 portfolio vs. a 75/25 portfolio vs. an all-stock portfolio.
Some Crisis Investing Lessons From My Fun Portfolio
Tales from Ben’s brokerage account.
Making Sense of a Stock Market That Doesn’t Make Any Sense
The stock market can be one of the most confusing places on earth.
