Tech stocks show how difficult it is to pick stocks.
Ben Carlson
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.
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.
