Market History

Do We Need to Farm an Asteroid For Stocks to Keep Rising?

On this week’s podcast we discussed what would have to happen for stocks to continue doing well over the next 5 years or so:     Short of an asteroid discovery that will change humanity and the stock market forever1 it would seem the most logical path from here would be lower than average returns….

Explaining the Stock Market to Big Cat

Dan Katz (Big Cat of Pardon My Take fame) and Alex Rodriguez (J Lo’s boyfriend) had Mad Money’s Jim Cramer on the latest episode of their podcast, The Corp, this week. Big Cat expressed a number of concerns about the stock market to Cramer, claiming he doesn’t play the stock market because it’s like a…

The Impact of Interest Rates & Inflation on Stock Market Valuations

It feels like we’ve been having the same conversation about U.S. stock market valuations for 7-8 years now. But just saying “valuations are high so they have to come back down to average” misses out on the nuance and context required to think through where they stand. It would be naive to assume valuations will…