Today’s Animal Spirits: Talk Your Book is presented by USCF Investments: We sat down with Geert Rouwnhorst of the Yale School of Management and John Love of USCF Investments to talk about all things commodities. We discuss: The difference between commodities futures and the prices you see in the media Why it’s impossible to track…
Stocks just had one of their worst months on record with the S&P falling 8.2% on a total return basis.1 These are the worst monthly declines on the S&P going back to 1926: You can see plenty of these massive down months have occurred in and around some of the worst market crashes in history…
What Apollo 13 has to do with your portfolio during a severe sell-off.
Things that don’t matter during a market correction.
A look back at the worst influenza outbreak the world has ever seen.
Michael and Ben discuss the impact of the coronavirus, ramifications of free trading on teh markets and asset management business and more.
Investors have an endless supply of things to worry about simply because we know more about the markets than previous generations of investors. The massive growth of technology stocks over the past decade or so gives many investors pause about how this impacts the market structure. In this piece I wrote for Fortune I look…
Today’s Animal Spirits: Talk Your Book is presented by Conestoga Capital Advisors: We discuss: Why are small and mid-cap growth stocks so overlooked? The importance of quality when looking for smaller growth stocks The difference between small and large public companies How to pick stocks from a universe fo 2,500 companies More important: sticking to…
Every year the entire global financial system avoids complete and utter collapse the chorus of anger grows louder from a subset of people who claim markets are some combination of broken, rigged and manipulated. Markets are untethered from fundamentals and nothing more than a casino. Central bank intervention, massive stock buyback programs, the rise of…
The pros and cons of paying off your mortgage early with interest rates at or near generational lows.
