A look back at the tweets and blog posts from March 2020.
A Look Back at the Corona Crash One Year Later
Inflation Matters More For the Stock Market Than Interest Rates
Why rising inflation is a bigger risk to the stock market than rising interest rates.
What If Housing Prices Aren’t As High As They Appear?
Comparing housing costs and amenities over time.
How Could You Be Bearish on the Economy Right Now?
What happens now that we know economic growth is a policy choice?
Talk Your Book: The Case For Emerging Markets
Michael and I spoke with Nick Niziolek from Calamos about the opportunity in emerging markets.
Ray Dalio & The Power of Setting Defaults For Optimism
Why is Ray Dalio always bearish?
Animal Spirits: Super Bullish
Michael and I talk about the housing market, Beeple, value vs. growth, rental properties and more.
Why Housing is a Good Hedge Against Inflation
Some thoughts on housing as an inflation hedge.
The Most Important Investment Factor of the 21st Century
Wealth inequality is a driving force behind much of what’s going on in the markets these days.
Four Things Everyone Needs to Know About the Markets
Stocks beat bonds and markets are constantly changing.
