The biggest stocks are the only ones that matter right now.
Market Cap Rules Everything Around Me
Picking the Losers is Easier Than Picking the Winners in the Stock Market
How to avoid the next GE.
Animal Spirits: Housing Prices Are Still Too Low
Michael and I discuss the impact of Omicron on the market and economy, why bond yields continue to fall, Tesla’s wild options market and much more.
Strategy Follows Structure
Was Vanguard the original DAO?
Growing Accustomed to Fear
Some thoughts on a pandemic that won’t quit.
The 3 Different Ways to Buy & Hold
What happens when a small position gets too big in your portfolio?
How to Create Your Own Dividends
Why total return matters more than your yield when investing.
Animal Spirits: The High Beta Crash
This week’s Animal Spirits with Michael & Ben is supported by YCharts: Mention Animal Spirits and receive 20% off your subscription price when you initially sign up for the service. We discuss: Why don’t the stock and bond markets care about inflation yet? Corporations are using inflation as an excuse to raise prices and keep margins high Some…
How Inflation is Driving the Stock Market
How inflation is impacting small cap value, energy and financial stocks.
Talk Your Book: Where to Save For Your Down Payment
Michael and I spoke with Taylor and Brett Sohns, co-founders of Lifegoal Investments, about how to save for a house down payment.
