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.
Is Real Estate a Better Investment Than the Stock Market?
The pros & cons of owning rental properties.
Animal Spirits: Getting Rich Quick
On today’s show we discuss the round trip in oil prices, why predicting the future is so difficult, how we define a bubble, why interest rates didn’t go higher, active outflows are speeding up, Black Friday deals we found, crypto prices got out of hand, the downside of technology and more.
The Thing That’s Hard About Markets
Why aren’t oil prices higher right now?
Talk Your Book: The Buy-Write Strategy
On today’s show, we are joined by Ray Di Bernardo, VP and Portfolio Manager of Madison Investments to discuss writing call options, buying growth at a reasonable price, earnings in 2023, and much more!
Why Are There So Many Cheaters These Days?
Sam Bankman-Fried, Jordan Belfort, Adam Neumann, Anna Delvey, Elizabeth Holmes, Travis Kalanick and cheating running rampant.
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…
Animal Spirits: A Confusing Year
On today’s show, we discuss the impact of interest rates on business formation, the opposite of stagflation, why there was no spillover from the crypto crash, why the S&P 500 is not the economy, why remote work might bring down rental inflation, and much more.
It Might Take a Recession to Slow Down the Consumer
Prosecuting a chart crime.