Why do consumers keep spending so much money?
Ben Carlson
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.
Bear Market Opportunities For Every Generation of Investors
Some thoughts on how each generation should view the current bear market opportunity set.
What a Stock Market Bottom Looks Like
There’s an old saying that they don’t ring a bell for you at the top. I know this to be true because investors spent more than 10 years during the bull market of the 2010s calling everything they saw a top. The regime changes are rarely obvious until after the fact. The same is true…
The Worst Kind of Financial Advice
Personal finance advice you shouldn’t take.
What’s the Worst Case Scenario For Stocks?
The biggest risks to the stock market right now.
The Last Time the Fed Created a Recession
Differences between now and the 1970s.
Some Questions I Have About Stocks, the Economy & Other Stuff
6 questions I’m pondering at the moment.