Asking some questions about the Fed, steamers, fire places, small caps and more.
Current Markets
Waiting For the Coast to Clear on Inflation
Some thoughts on inflation and bear market bottoms.
Chasing the Biggest Stocks
Will Nvidia, Apple and Microsoft continue their dominant run of outperformance?
The Minsky Market
Preparing for a downturn in the stock market.
Stock Market & Home Ownership Rates
It’s never been easier to buy stocks or harder to buy a house.
The S&P 500 vs. the U.S. Economy
The stock market is not the economy.
Gambler’s Fallacy in the Stock Market
Stock market returns are random.
10 Years From Now
Some questions to ask yourself to gain the correct long-term perspective.
Will Higher Rates Spell Doom For the Stock Market?
Why higher rates don’t necessarily spell doom for the stock market.
A Necessary Evil in the Stock Market
The stock market vs. fundamentals in the short run.