How bad could the Tariff Tantrum get in the stock market?
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The Stock Market is Always Changing
3 good charts on the stock market.
Why People Won’t Change Their Mind
A history of cognitive dissonance.
Volatility Clusters
Bear markets are clustering together again.
The Advisor Cheat Code
My talk with Fred Barstein about how financial advisors can become more profitable.
Why I’m Selling Some Bitcoin
Why I’m selling half of my Bitcoin position.
Can This Continue?
I have questions about U.S. government interest expenses, large cap stock outperformance, the Mag 7 and housing prices to rents.
A Balanced Portfolio Always Comes with Regrets
Bonds have gone nowhere for 5 years. Time to sell?
Why I Remain Bullish on the United States of America
USA! USA! USA!
When Life Forces Your Hand
You make plans and your financial plan laughs.