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The annual asset allocation quilt update.
The annual asset allocation quilt update.
What are the white swan risks in the market right now?
Is the Buffett indicator still useful as a valuation indicator?
Michael and I discuss doomsday prophets, why everyone hates the Fed, putting this bull market into perspective, lumber prices rising again and more.
Where the current bull market stands historically.
Why 1995 was the best year ever in the stock market but 2021 might be close.
Michael & I talked to Howard Lindzon about his career, investing in start-ups and what comes next in venture capital.
Betting against the U.S. economy has never been a good idea.
Today’s Animal Spirits is presented by GiveWell: We discuss: Will Omicron prolong the supply chain and labor market shortage problems? Did we miss out on our roaring 20s? Why I’m never shopping at the mall again People have too much stuff We’re close to a record number of all-time highs in stocks this year Are returns…
My favorite reads from this past year.