How worries about a government default could impact stocks and bonds.
Ben Carlson
Paper Bears
If everything is so bad why are most people happy?
Roughly Right or Precisely Wrong
I have a love-hate relationship with historical market data. On the one hand, since we can’t predict the future, calculating probabilities from the past in the context of the present situation is our only hope when it comes to setting expectations for financial markets. On the other hand, an overemphasis on historical data can lead…
The Housing Market Lottery
Why the housing market is so challenging right now for new homebuyers.
The Biggest Asset Bubble in History
How a financial bubble can impact your risk appetite.
The Case For International Diversification
Why should I invest in international stocks?
Some Things the Fed Doesn’t Control
The Federal Reserve has less control over inflation and the labor market than you think.
Concentration in the Stock Market
Is the stock market too concentrated at the top?
Stock Market Tops, Bottoms & Middles
How to be patient when investing in the stock market.
How Interest Rates & Inflation Impact Stock Market Valuations
A historical look at valuations by interest rate and inflation levels.
