In doing some research for my stock market explainer piece from last week I came across a crazy but true stat about the stock market: The feedback on these types of stats is something of a Rorschach test for investors. I got the usual comments about Japan, buy & hold doesn’t work, maybe people should…
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Passive Bubble Feedback
Does it matter if investors keep buying regardless of valuations?
Animal Spirits: Economically Unattractive
On this week’s Animal Spirits with Michael and Ben we discuss: Passive bubble feedback What are some legitimate concerns about the rise in indexing? Slack, Uber, Lyft and WeWork all getting smoked Is the private markets bubble bursting? An intro to rewards credit cards Should all the big tech companies have their own credit cards?…
The Best and Worst Case Scenarios for Bonds from Here
There are a few different paths bonds could take in the years ahead depending on the path of interest rates.
Debunking the Silly “Passive is a Bubble” Myth
This passive bubble talk makes no sense.
Everybody Wins!
2019 has been a good year for pretty much everything in the financial markets. U.S. stocks, long-term government bonds, and gold are all up big this year: I can’t remember a year when all three of these very different assets were all up so much at the same time. So I looked back at the…
Will Millennials Get Destroyed During the Next Recession?
I would be more worried about baby boomers during the next recession than millennials.
You Probably Can’t Use the Yield Curve to Time the Market
Why recession indicators don’t necessarily work as stock market indicators.
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.
