Some thoughts on inflation, the Fed, Bitcoin, tech layoffs and more.
Current Markets
5 Numbers That Will Tell Us How the U.S. Economy Does This Year
The 5 things that matter most to the U.S. economy this year.
5 Lessons From an Awful Year For Financial Markets
Some takeaways from a terrible year in the markets.
Updating My Favorite Performance Chart For 2022
Ben’s 2022 asset allocation quilt.
Why Markets Were Down in 2022
Sometimes things go down a lot because they went up a lot to begin with.
9 Things That Surprised Me in 2022
My biggest surprises of the year that was.
What’s Going to Happen in the Stock Market Next Year?
Some thoughts on the stock market in 2023.
This Year Could Have Been Worse For Investors
2022 hasn’t been great for investors but it could have been a lot worse.
Some Thoughts on Active vs. Passive, Bear Markets vs. Recessions, Inverted Yield Curves & Holiday Weight Gain
Some thoughts on some charts.
The S&P 500 is Not the Economy
Technology stocks make up nearly 24% of the S&P 500. And that number is probably understating things since many of the biggest companies aren’t technically in the tech sector. Amazon and Tesla are two of the biggest holdings in the consumer discretionary sector. Facebook, Google and Netflix are in the communications sector. Many of these…
