Author Archive
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Feb 25, 2026Hope is not an investment strategy but optimism is required. -
Feb 24, 2026What happens to the housing market as baby boomers die off? -
Feb 19, 2026Some charts on international stock market outperformance. -
Feb 18, 2026Lots of doom and gloom predictions that didn't happen. -
Feb 11, 2026The Keynes beauty contest is alive and well. It just happens faster than ever now. -
Feb 10, 2026A closer look at all of the stocks that are crashing. -
Feb 9, 2026Some thoughts on bitcoin, gold, DoorDash, AI, the Lions, interest rates and more. -
Feb 5, 2026Investing a lump sum is almost always better than dollar cost averaging -
Feb 4, 2026Investors still have plenty of faith in U.S. financial markets. -
Jan 30, 2026Is it finally time for international stocks to shine? -
Jan 28, 2026Why household balance sheets are in such a good place. -
Jan 26, 2026Stock prices follow earnings...most of the time. -
Jan 21, 2026Some thoughts on America as an economic superpower. -
Jan 20, 2026A visual look at the markets. -
Jan 16, 2026A short history of credit card debt in America. -
Jan 9, 2026How often are housing returns positive? -
Jan 6, 2026Some things that were surprising in 2025. -
Jan 5, 2026Some thoughts on looking ahead and looking back to find your investment lessons.
