What fighter jets have to do with people’s feelings around inflation.
Why Everyone Thinks the Inflation Numbers are Wrong
Is the Fed Responsible for an 800% Gain in the Stock Market?
Is the Fed the only reason for the bull market?
When Should You Sell a Stock That’s Down?
Why knowing when to sell is harder than knowing when to buy.
Animal Spirits: Is the Fed Trapped?
Michael and I discuss three bearish scenarios for the stock market, growth stocks getting wrecked, why the Fed might be in trouble and more.
Why Isn’t the Stock Market Down More Right Now?
With so much carnage in many stocks why isn’t the stock market down more?
Talk Your Book: Options Are Eating the Stock Market
Michael and I spoke with Paul Kim from Simplify Asset Management about options, inflation and thematic ETFs for advisors.
Updating My Favorite Performance Chart For 2021
The annual asset allocation quilt update.
The 3 Biggest Risks to the Market Right Now
What are the white swan risks in the market right now?
What Does the Buffett Indicator Say About Stocks Right Now?
Is the Buffett indicator still useful as a valuation indicator?
Animal Spirits: Why the Bull Market Could Last a Lot Longer
Michael and I discuss doomsday prophets, why everyone hates the Fed, putting this bull market into perspective, lumber prices rising again and more.
