Investing in a world with no yield on safe assets.
Ben Carlson
Explaining the 2020 Stock Market
The biggest companies are crushing the compeitition this year.
The Bear Market in Happiness
Trying to find happiness during a pandemic.
TL;DR: The Best Finance Books in One Sentence
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…
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.
