Similarities between the current crisis and past economic environments following wars.
Pandemics vs. Post-War Recoveries
Two Reasons the Fed is So Polarizing
Don’t blame the Fed for bailing out corporations. Blame the government.
My New Theory About Future Stock Market Returns
At the lows, the S&P 500 was off roughly 34% from its highs. From those lows it’s now up almost 25%. This is confusing to many investors for a number of reasons: The economy is still effectively shut down for the foreseeable future The unemployment numbers continue to worsen as jobless claims in the past…
Animal Spirits: The Fed’s Bazooka
Michael and Ben discuss more wild days during the crisis.
Buying Foreign Stocks After a Fall
What happens to European stocks after a 5 year run with negative returns?
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?
