Some of the biggest questions I’m thinking about after a wild week.
Current Markets
Everybody Lies: Pollster Edition
Did Nate Silver get it wrong again or are people being too hard on 538’s model?
When the Siren Song of Market Timing is the Loudest
Why so many investors are tempted to make portfolio changes around presidential elections.
Talk Your Book: Is the Fed Too Entrenched?
Michael and Ben speak with State Street’s Marvin Loh about interest rates and the Fed.
Why Are So Many Unprofitable Companies the Best Performing Stocks This Year?
3 ways to look at the stocks with huge gains despite businesses with huge losses.
Two Big Trends I’m Thinking About For the Future
Why home equity and sports gambling are two of the biggest bull markets of the 2020s.
Negativity Is Not an Investment Strategy
You have to invest in something.
4 Questions I’m Pondering At the Moment
Four questions I’m thinking about right now: How has the NFL beaten the pandemic? I got this prediction from April half right: There were a handful of college games this weekend but the Big 10 and Pac-12 are still on the sidelines. So I’m taking the win on that one. But I have to eat…
Investing Experts on an Earlier Version of the World
It’s always different in the markets.
Bull Case / Bear Case
Looking at both sides of every asset class at the moment.
