What happens to European stocks after a 5 year run with negative returns?
Buying Foreign Stocks After a Fall
What Good is History When Dealing With an Unprecedented Crisis?
The importance of understanding market history when investing.
Animal Spirits: Some Good News
We discuss: Some good news out of NYC Why this is more like war than the Great Depression Can we really return to normal until we get a vaccine? Social distancing is working? Why the ability to stay home is a luxury When will we all be wearing masks everywhere? The government finally did something…
What Happened to Small Cap Value?
A history of small cap value performance following a bear market.
Does Experience Matter During a Bear Market?
The double-edged sword of experience during a bear market.
Why Valuations Don’t Always Matter in a Bear Market
What if valuations don’t give investors an all-clear signal?
Would You Rather: Buy Too Early or Buy Too Late in a Bear Market?
Buying too early or too late during a downturn can both lead to psychological hurdles for investors.
The Relationship Between Earnings and Bear Markets
What’s the relationship between earnings and bear markets?
Animal Spirits: The Great Unwind
Still plenty of stuff to talk about so we’re doing two shows for the foreseeable future. We discuss: Fear and anxiety coming in waves How long until we get a vaccine? The massive collaboration in science going on March was the most volatile market ever Should we really expect companies to prepare for something like…
Words of Wisdom From William Bernstein
William Bernstein on the stock market crash and economic crisis.
