Do tech stocks need inflation to fall to outperform again?
Ben Carlson
Some Thoughts on Bear Markets
Six things I’m thinking about as it pertains to bear markets.
Are We Heading For a Recession?
Will an energy crisis lead to a recession this year?
Why Gas Prices Matter So Much
How will consumers react to higher prices?
The Boom-Bust Cycle in Commodities
The commodities are so cyclical.
There is No Hedge For Everything
There are no perfect investments or portfolios.
4 Ways to Create a Less Volatile Portfolio
How to Invest When You Have a Low Tolerance For Risk
Predicting the Future is Hard
Why I have more questions than answers right now.
Preparing For a Wider Range of Outcomes
Ian Bremmer’s thoughts on Putin, Ukraine and what the potential outcomes are.
Why the 2020s Housing Market is Going to Make Inequality Even Worse
What if housing prices continue to rise?
