I have a love-hate relationship with historical market data. On the one hand, since we can’t predict the future, calculating probabilities from the past in the context of the present situation is our only hope when it comes to setting expectations for financial markets. On the other hand, an overemphasis on historical data can lead…
Why the housing market is so challenging right now for new homebuyers.
How a financial bubble can impact your risk appetite.
On today’s show, we discuss regional bank failures, confidence in the Fed, international diversification, the V-shaped recovery in the labor market, vibes vs. data in the economy, the best company in the world, middle age, and much more!
Why should I invest in international stocks?
The Federal Reserve has less control over inflation and the labor market than you think.
Is the stock market too concentrated at the top?
How to be patient when investing in the stock market.
On today’s show, we discuss never shorting junk food, a purgatory market, why spending isn’t slowing down, our first mortgage rates, the First Republic takeover, and much more!
A historical look at valuations by interest rate and inflation levels.