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.
When Dollar Cost Averaging Matters the Most
Why it’s so important to continue making retirement contributions when stocks are down.
Animal Spirits: Dead Cat Bounce?
This week’s Animal Spirits with Michael & Ben is supported by YCharts: Mention Animal Spirits and receive 20% off your subscription price when you initially sign up for the service. We discuss: Don’t allow political beliefs do cloud your judgment during a crisis Putting the economy on ice How about a no layoff pledge from CEOs? The response…
The Corona Crisis vs. The Great Depression
Similarities and differences between now and the Great Depression.
Even Warren Buffett Can’t Nail the Bottom
I’m surprised we haven’t heard of a bazooka purchase from Warren Buffett and Berkshire Hathaway yet. Buffett is known for finding deals at favorable terms during a crisis. There is no shortage of companies or entire industries that could use Berkshire’s war chest of cash at the moment. This feels like a ‘when?’ not an…
A Short History of Dead Cat Bounces
Why bear market rallies are so painful.
Some Questions I’m Pondering During the Crisis
My favorite new TV show to binge-watch during the shutdown.
The Hardest Part of a Buy & Hold Strategy
Buying and holding during a market crash.