The fiscal stimulus numbers from the past year or so are staggering.
The Biggest Economic Experiment in History
Owning Individual Stocks vs. Owning the Stock Market
Growth stocks are getting crushed.
Could Inflation Give Us a Wonderful Buying Opportunity?
The potential for an inflation head-fake.
Talk Your Book: The Most Ambitious ETFs
Michael and I spoke with Paul Kim from Simplify Asset Management about his new line-up of Volt ETFs.
Investments as a Status Symbol
Investing is cool again.
Animal Spirits: Never Bet Against America
Michael and I debate how much interest rates matter to the markets and more.
A Bleak Future For Long-Term Government Bonds
A deep dive on long-term vs. intermediate-term bonds.
Shortages Everywhere You Look
The pandemic has led to shortages in housing, Pelotons, lumber, microchips, cars and more,
What If Interest Rates Don’t Matter as Much as We Think?
Is it possible investors overestimate the importance of interest rates on markets?
The Best Time to Give Back
One of my favorite Curb Your Enthusiasm episodes of all-time is the Anonymous Donor: It entails Larry’s ongoing feud with Ted Danson. And in true Curb fashion, hijinx ensues after he switches the wing from ‘Donated by Larry David’ to ‘Donated by Anonymous.’ It shouldn’t be this way, but there can be an internal…
