Some thoughts on inflation, Thanksgiving, The Rock, bubbles and more.
Two Things That Are Both True
What’s Going to Put an End to the Labor Shortage?
The relationship between the savings rate and the labor market.
Is It Time to Cash Out and Sell Your House?
Is it a good idea to lock in some profits on your house?
Animal Spirits: Everyone Hates Inflation
Today’s Animal Spirits is presented by Groundfloor: Check out our interview with Groundfloor CEO Brian Dally from July here. We discuss: Why inflation make everyone angry How the White House dropped the ball on inflation messaging Now vs. the last time inflation was this high Why higher inflation isn’t necessarily a bad thing for stocks…
The Current State of the Economy & Markets
The economy is booming but no one is happy.
The Worst Case Inflation Scenario
The worst case for inflation from current levels.
Buying Low Is the Easy Part
Buying low vs. catching a falling knife.
Is 90% in Stocks Too Much During Retirement?
Is a 90/10 portfolio too risky in retirement?
Some Thoughts on the Highest Inflation Rate in 30 Years
High inflation is going to be a huge story over the holidays.
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.
