Why rising inflation is a bigger risk to the stock market than rising interest rates.
Comparing housing costs and amenities over time.
What happens now that we know economic growth is a policy choice?
Michael and I spoke with Nick Niziolek from Calamos about the opportunity in emerging markets.
Why is Ray Dalio always bearish?
Michael and I talk about the housing market, Beeple, value vs. growth, rental properties and more.
Some thoughts on housing as an inflation hedge.
Wealth inequality is a driving force behind much of what’s going on in the markets these days.
Stocks beat bonds and markets are constantly changing.
Some things I’m considering at the moment.