How does a down stock market impact a sitting president’s re-election chances?
Building Castles in the Air
“The result of all this is that Americans are the best entertained and quite likely the least well-informed people in the Western world.” – Neil Postman Legend has it the first mechanical clock was invented by a monk named Gerbert (who later became Pope Sylvester II) in the 10th century. Monks practice a regular schedule…
When the Short-Term Impacts the Long-Term: Are We There Yet?
Why even long-term market returns can fool investors at times.
Animal Spirits: Paycheck to Paycheck
Michael & Ben discuss yield curve inversions, RV indicators, recessions, and much more.
Is The United States Turning Japanese?
Why comparisons of the U.S. economy to Japan are off base.
Talk Your Book: Invest Like a Hedge Fund With Titan
Michael & Ben chat with Titan co-founder Clayton Gardner.
Who Has the Most Impressive Investment Track Record?
Why Warren Buffett has the greatest track record of any investor.
An Appreciation for the Bull Market in Long-Term Bonds
The bull market in long-term bonds is a sight to behold.
Learning to Embrace the Chaos & The End of History Illusion
Some things I’ve learned about myself as I’ve aged.
Animal Spirits: Business in a Box
On this week’s Animal Spirits with Michael and Ben we discuss: What to make of negative interest rates Who is buying these bonds with negative rates? The new Apple credit card What I wish I knew at age 34 SPY and the last survivor The growth in takeout food If we’re at the low point…
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