The economy is booming but no one is happy.
The Current State of the Economy & Markets
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.
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?
