The promise and potential for bitcoin.
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Animal Spirits: Is Bitcoin the New Gold?
Michael and I talk about the new bull market in bitcoin and everything else we’re reading this week.
The 3 Most Important Words in Finance
Why honesty gives you an edge these days.
Should Index Fund Investors Care About Tesla Getting Added to the S&P 500?
A look at why Tesla does and does not matter for index fund investors.
The Glass is Half Full and Half Empty Right Now
Things could get way worse before they get way better.
Could the Bond Market Derail the Stock Market?
How an economic boom could eventually be bad for the stock market.
The Post-Pandemic Trade
The impact of a potentially effective vaccine on the markets and economy.
Some Business & Leadership Lessons From Past Presidents
Some lessons in life from Abraham Lincoln, FDR, Teddy Roosevelt, JFK and Lyndon B. Johnson.
When the Siren Song of Market Timing is the Loudest
Why so many investors are tempted to make portfolio changes around presidential elections.
The Fine Line Between Persistence and Insanity in the Markets
David Einhorn’s quest to short tech stocks — perseverance or insanity?