High inflation is going to be a huge story over the holidays.
Some Thoughts on the Highest Inflation Rate in 30 Years
Animal Spirits: Great Quartr Guys
Michael and I discuss Elon Musk’s Twitter antics, growth stocks getting pummelled, how to listen to a company earnings call and much more.
The Inexorable March Higher in Profits
Don’t bet against America.
Some Lessons About the Housing Market From Zillow’s Blunder
3 lessons from Zillow’s failed ibuyer program.
Talk Your Book: Why Annuities Have Higher Yields Than Bonds
Michael and I spoke with David Lau from DPL Financial Partners about how advisors are finding yield in their portfolios.
Do Interest Rates Matter More to the Economy or the Stock Market?
Is it time for the Fed to raise rates?
The 3 Levels of FOMO
Why FOMO is at all-time highs.
Where Should I Save For My Down Payment?
The latest edition of Portfolio Rescue with questions on ESOPs, interest only loans, baby boomers crashing the stock market & more.
Animal Spirits: There’s No Crying in Crypto
Michael and I discuss rising interest rates, the different levels of FOMO, inflation vs. wages and much more.
Will We Have a Recession in the Next Year?
Why everything will be a market in the future.
