A look back at the 1920s Florida real estate bubble.
Ben Carlson
When Should You Sell Your Stocks?
5 reasons for selling out of the stock market.
Animal Spirits: The Opposite of a Falling Knife
Michael and Ben discuss Dave Portnoy’s army of daytraders, Hertz, Robinhood and more.
How Will Private Equity Work in 401ks?
Some thoughts on the Department of Labor’s new rules for allowing private equity into 401k plans.
Why the Market is So Confused Right Now
According to the National Bureau of Economic Research, the U.S. economy peaked in February and officially entered a recession in March. This is a newsflash to exactly zero people. When the pandemic hit and the economy was put in the freezer, it was immediately obvious the longest economic expansion in this country’s history came to…
Is This The Most Volatile Year Ever?
A look back at the most volatile years in stock market history.
Some Things About the Markets That Will Never Change
This is the craziest market I’ve ever seen. The pandemic somehow turned a bunch of people into day traders. At first they were buying beaten-down airline and cruise stocks. Now they’ve moved on to buying shares of companies that have filed for bankruptcy. Hertz, JC Penney, Pier 1, Chesapeake Energy and GNC have all filed…
Backtests vs. Real Life in the Markets
The performance of individual companies in the S&P 500 this year.
Animal Spirits: Stock Market Euphoria
This week’s Animal Spirits with Michael & Ben is supported by YCharts: Mention Animal Spirits and receive 20% off your subscription price when you initially sign up for the service. We discuss: The biggest 50-day rally in stock market history The fastest stock market ever How far the market has come since March Why people underestimated the Fed…
5 Signs This Might Be a New Bull Market
New all-time highs, small > big, value > growth and rising interest rates may be signalling a new bull market is here.
