On the importance of financial market history.
Ben Carlson
Market Timing & Interest Rates
Should you change your portfolio to account for 5% T-bill yields?
How Much Do Americans Have Saved For Retirement?
A deep dive into how much people save for retirement at Fidelity and Vanguard.
Why Aren’t Housing Prices Crashing?
What’s taking so long for housing prices to fall?
A Short History of Interest Rate Cycles
Long-term bonds vs. short-term bonds.
Will High Risk-Free Rates Derail the Stock Market?
High short-term rates vs. the stock market.
Does Long-Term Investing Work Outside of the United States?
Is it worth it owning international stocks?
Trade-Offs in The Economy, Markets & Life
Three thoughts on the trade-offs involved in the economy, markets and life: 1. There is no such thing as a perfect economy. This was the general environment for the 2010s: Low GDP growth Low inflation Stagnating wages A slow labor market High(ish) unemployment rate 0% interest rates A booming stock market This is the post-pandemic…
Can Covered Call Options Serve as a Bond Replacement?
How a covered call strategy works.
How Much is Enough to Retire Comfortably?
Do you really need $3 to $5 million to retire comfortably?