Looking at both sides of every asset class at the moment.
Bull Case / Bear Case
The Case For a Post-Covid Spending Boom
American’s are sitting on trillions in excess savings at the moment.
Talk Your Book: Sectors & The Business Cycle
Michael and Ben speak with State Street’s Matt Bartolini about the various market sectors.
The Problem With High Expectations
The tug of war between complacency and contentment.
Animal Spirits: Trickle Up Economics
Michael and Ben discuss all the stuff they’re reading, writing, watching and thinking about.
Risk and Return in the Stock Market Are Not Evenly Distributed
Risk and return are not evenly distributed in the stock market.
What Happened to the Middle Class?
The good news and bad news about a shrinking middle class.
Has the Market Changed at All Since the Bottom?
A look at how stock markets around the globe have performed since the bottom of this bear market.
How to Spend Money
I love this story from Gene Hackman about lending some money to Dustin Hoffman in their younger days and how Hoffman used to budget his money: Hoffman’s mason jar strategy is probably better than 90% of the budgets in this country for the simple fact that many households don’t have one. You can…
Statistics Are Bloodless Things
New all-time highs in the stock market combined with millions of people still unemployed.
