Some random thoughts about markets and investing I’ve been thinking about lately: The fear of missing out and the joy of missing out are two sides of the same coin. In bull markets, you feel like an idiot for not going all-in on the highest of high fliers. In bear markets, that FOMO quickly turns…
Ben Carlson
What Happens If Housing Prices Fall 20%?
Nationwide price declines in the housing market are relatively rare. Since 1987, there have been just three times when the Case-Shiller National Home Price Index has been in a state of drawdown: The first was in the early-1990s when housing prices fell a little more than 2% nationally. Then you have the housing crash at…
What Is the Bond Market Saying About the Economy?
Is the bond market a reliable indicator of the economy?
Don’t Try to Get Rich Twice
Building wealth vs. conserving wealth.
This Year Could Have Been Worse For Investors
2022 hasn’t been great for investors but it could have been a lot worse.
Some Thoughts on Active vs. Passive, Bear Markets vs. Recessions, Inverted Yield Curves & Holiday Weight Gain
Some thoughts on some charts.
Is Real Estate a Better Investment Than the Stock Market?
The pros & cons of owning rental properties.
The Thing That’s Hard About Markets
Why aren’t oil prices higher right now?
Why Are There So Many Cheaters These Days?
Sam Bankman-Fried, Jordan Belfort, Adam Neumann, Anna Delvey, Elizabeth Holmes, Travis Kalanick and cheating running rampant.
The S&P 500 is Not the Economy
Technology stocks make up nearly 24% of the S&P 500. And that number is probably understating things since many of the biggest companies aren’t technically in the tech sector. Amazon and Tesla are two of the biggest holdings in the consumer discretionary sector. Facebook, Google and Netflix are in the communications sector. Many of these…
