Why I’m optimistic about the future.
Ben Carlson
When Should You Change Your Asset Allocation?
4 reasons to change your asset allocation.
Why Today’s Inflation is Not a Repeat of the 1970s
Some thoughts on the similarities and differences between now & the 1970s.
The Agony & Ecstasy of Stock-Picking
Tech stocks show how difficult it is to pick stocks.
In the Markets Nothing is as Dependable as Cycles
Everything is cyclical in the markets.
Which Asset Class is More Attractive Right Now: Stocks or Bonds?
Some thoughts on the relative attractiveness of stocks vs. bonds.
Everyone Is Predicting a Recession But No One is Acting Like It (Yet)
Why do consumers keep spending so much money?
The Long-Term is Not Where Life is Lived
How bear markets tempt you into make mistakes.
Why Isn’t Inflation Falling?
Two reasons inflation has remained elevated.
What Would You Do If You Were Running the Fed Right Now?
Some questions I have about Fed policy.
