Is it worth it owning international stocks?
Does Long-Term Investing Work Outside of the United States?
Trade-Offs in The Economy, Markets & Life
Three thoughts on the trade-offs involved in the economy, markets and life: 1. There is no such thing as a perfect economy. This was the general environment for the 2010s: Low GDP growth Low inflation Stagnating wages A slow labor market High(ish) unemployment rate 0% interest rates A booming stock market This is the post-pandemic…
Can Covered Call Options Serve as a Bond Replacement?
How a covered call strategy works.
How Much is Enough to Retire Comfortably?
Do you really need $3 to $5 million to retire comfortably?
An Ongoing Stimulus in the Economy For Years to Come
Why low mortgage rates during the pandemic could impact the economy for years to come.
Talk Your Book: Investing in Quality Growth
On today’s show, we are joined by Kevin Walkush, Portfolio Manager at Jensen Investment Management to discuss how return on equity works, dealing with changing moats, setting expectations for returns, and much more!
Buy & Hold is Dead, Long Live Buy & Hold
Why are holding periods for stocks falling?
Can We Get a Bubble with Higher Interest Rates?
A history of asset bubbles that weren’t set off by low interest rates.
Animal Spirits: When Money Becomes a Liability
On today’s show, we discuss if inflation is behind us, the AI bubble, popular strategies during a bear market, Fleishman in real life, parking spaces, and much more!
10 Years of A Wealth of Common Sense
10 years of writing this blog.
