Why I’m not all that worried about stock market concentration or government debt levels.
Current Markets
Four Things I’m Thinking About Stocks, Housing & the Economy
Some random money thoughts from spring break.
Are Index Funds Propping Up the Stock Market?
A historical comparison of returns and valuations for large caps, mid caps and small caps.
Long-Term Recency Bias
Some thoughts on owning international stocks (or any strategy that’s underperforming).
What’s the Biggest Risk Right Now?
A list of risks to the financial markets along with the biggest one.
Is the U.S. Stock Market Too Concentrated?
Why I’m not all that worried about stock market concentration.
New All-Time Highs After a Bear Market
What happens to the stock market following new all-time highs after a bear market?
Updating My Favorite Performance Chart For 2023
Asset class returns for 2023.
2023: It Was a Good Year
A look back at 2023 returns for stocks and bonds.
Investing in Middle Age
Investing for 40-somethings.
