What are the white swan risks in the market right now?
Current Markets
What Does the Buffett Indicator Say About Stocks Right Now?
Is the Buffett indicator still useful as a valuation indicator?
My Favorite Charts of 2021
Some visuals that caught my eye this past year.
Talk Your Book: Massive ETF Inflows
Michael and I spoke with State Street’s Matt Bartolini about fund flows, inflation and 2022 markets.
Are 5 Stocks Really Carrying the Entire Stock Market?
Why the biggest stocks matter so much.
Expected Returns Over the Next Decade
What returns should investors expect over the next decade?
Market Cap Rules Everything Around Me
The biggest stocks are the only ones that matter right now.
Two Things That Are Both True
Some thoughts on inflation, Thanksgiving, The Rock, bubbles and more.
This Market Makes No Sense
Why the current market environment is so confusing.
A Very Good Year in the Stock Market
Is this one of the easiest years ever in the stock market?