Oct 8, 2021
An Unhealthy Obsession with Money
Money most certainly does not buy happiness.
Oct 6, 2021
Are U.S. Housing Prices Becoming Unaffordable?
A 20% gain for national home prices over a one year period is absolutely nuts.
Oct 4, 2021
These Markets Make No Sense
A mix of speculative and conservative behavior from investors makes this a difficult market to handicap.
Oct 1, 2021
Are Rising Rates Bad For Tech Stocks? Sometimes...
A noticeable relationship has emerged this year between tech stocks and interest rates:When interest rates rise, tech stocks fall.When interest rates fall, tech stocks rise. But it...
Sep 27, 2021
Inflation in Time & Inconvenience
It isn't always prices that adjust.
Sep 24, 2021
Benjamin Graham vs. Jesse Livermore
If we do a tale of the tape, you’ll notice many differences between these two legends.
Sep 22, 2021
Corrections Happen. Investing Is Hard.
Corrections happen all the time. The reason is irrelevant.
Sep 20, 2021
The Psychology of Betting Big and Losing it All
Norm Macdonald and others who bet big and lose big.
Sep 16, 2021
Why Is $10 Trillion Sitting In Savings Accounts At 0%?
According to Bankrate the average interest rate for savings accounts at a bank right now is 0.06%. And there's $10 trillion sitting there.
Sep 14, 2021
Why Financial Manias Persist
It’s entirely possible the internet has created an environment in which mini-manias occur more regularly than they did in the past without creating a situation in which...
Sep 8, 2021
Why U.S. Housing Prices Aren’t as Crazy as You Think
The housing market continues to set new records.The S&P CoreLogic Case-Shiller U.S. National Home Price Index just reported its highest one-year gain in history, up nearly 19%...
Sep 7, 2021
How The Big Short Turned Into Big Long
Optimism sells today.
Aug 23, 2021
Inflation vs. Wages
So who wins — corporations or labor? That is the billion-dollar question.
Aug 16, 2021
Cancel Student Loan Interest
Make all student loans at 0% interest.
Aug 11, 2021
How Overvalued is the Stock Market Right Now?
The U.S. stock market is far from cheap at the moment.It's dare I say, expensive.This shouldn't be a surprise considering the S&P 500 is up 12 of the past 13 years (including this...
Aug 7, 2021
Can You Change The Way You Feel About Money?
CNBC recently highlighted a survey that asked a group of Americans how much money they need to feel financially secure.The average answer was a little more than half a million...
Aug 3, 2021
Lower Mortgage Rates Are A Really Big Economic Deal
I don’t think we’re making a big enough deal about the positive impact lower mortgage rates are going to have on household finances for years to come.
Jul 29, 2021
9 Questions For The Bull Market
Bull markets are way more fun than bear markets but they can also warp your brain.Here are 9 questions I'm pondering at the moment in one of the great bull markets of my lifetime.
Jul 26, 2021
What it Means to be Rich
There are plenty of ways to be rich and only a few of them are about money.
Jul 23, 2021
Housing: Emotions Matter More Than Interest Rates
Interest rates have impacted the housing market but emotions have a bigger impact.
Jul 19, 2021
Are the Roaring 20s Already Here?
Things are far from perfect now (and they always will be) but you could make the case that our version of the roaring 20s is already here.
Jul 12, 2021
Bulls on Parade
Bull markets can last longer than you think.
Jul 9, 2021
Why Stock, Bond and House Prices Are Rising
Author James Playsted Wood once wrote, "The thing that most affects the stock market is everything."
Jul 2, 2021
Inequality in the Housing Market
If you dig into the components of the consumer price index, you'll notice housing makes up a big part of the government's inflation calculation.The latest data from the BLS shows...
Jun 29, 2021
16 Unbelievable Facts About the Markets
Some market-related stats I've been compiling for a while.
Jun 25, 2021
Idiots, Maniacs & the Complexities of Risk
Risk is a complicated topic.It's hard to define. It's impossible to eliminate. And our perception of risk can often have unintended consequences.When things feel safer, we can let...
Jun 18, 2021
How To Prepare For a Long Bull Market
There are tons of books about how to prepare for a market crash. But few to help you navigate a long bull market.
Jun 16, 2021
Predicting Inflation is Hard
Lots of smart people have failed at it.
Jun 15, 2021
Ford vs. Tesla
Just as Netflix forced Disney into streaming, Tesla forced Ford (and others) into the EV space. Tesla may have awakened a giant in Ford.
Jun 11, 2021
How to Hedge Against Inflation
The year-over-year U.S. inflation rate came in today at nearly 5%, the fastest pace of higher prices since 2008.
Jun 9, 2021
The Future of Bear Markets
What if both crashes and recoveries are faster in the future?
Jun 2, 2021
If You’re Still Worried, You Aren’t Wealthy
Wealth means different things to different people.
Jun 1, 2021
Has There Ever Been a Worse Time to Be a Homebuyer?
Things are so much different than just a few years ago.
May 17, 2021
Life is Too Short to Save Everything
You can't take it with you.
May 11, 2021
We Need to Build More Houses
Whenever there's a huge run-up in prices in any financial asset there is usually more than one reason for it.Take housing as an example.Prices are going crazy because of...
May 7, 2021
10 Things You Shouldn’t Care About as an Investor
It's never been easier to pay attention to everything that's going on with the markets, economy, individual companies or your own portfolio.
May 4, 2021
The U.S. Stock Market SHOULD Be In a Bubble
Based strictly on valuations, the U.S. stock market is in a bubble:There are reasons for this.Interest rates have been at or near generational lows for more than a decade. The...
Apr 30, 2021
Stock Market Returns Are Anything But Average
Annual returns are all over the map.
Apr 29, 2021
The Golden Age of Fraud is Upon Us
If we have another roaring 20s, fraud will be part of it.
Apr 27, 2021
The Psychology of Fighting the Last Crash
The Great Financial Crisis in 2008 left an indelible mark on my psyche as an investor.But it wasn't the crash itself that has shaped me as an investor. It was the aftermath of the...
Apr 23, 2021
Two Underappreciated Forces Driving Markets Today
There are a number of factors that drive the markets that most investors pay attention to. Things like earnings, economic growth, interest rates, inflation, market trends and...
Apr 20, 2021
The Most Annoying Bull Market Ever
There's an old saying that bull markets are born on pessimism, grow on skepticism, mature on optimism and die on euphoria.This description might need to be updated for the current...
Apr 8, 2021
Why This is Not Another Housing Bubble
There's no question residential real estate in the United States is on fire. The latest Case-Shiller Index data showed an 11% year-over-year increase:And this data is only through...
Apr 6, 2021
The Growth-Value Cycle
Since the advent of each index in 1979, the Russell 1000 Growth and Value Indexes have nearly identical annual returns through March 2021 -- 12.1% for growth and 12.0% for value. But...
Mar 26, 2021
How Much Income Makes You "Rich"?
If the last year or so has taught us anything about U.S. government debt, it should be that we don't need to "pay" for more spending.The money is essentially created out of thin air...
Mar 12, 2021
The Simplest Way To Hedge Against Inflation
It isn't that hard.
Mar 10, 2021
Is Diversification Finally Working?
One of the strange subplots of the past decade or so in the markets is bad behavior has been rewarded. That may finally be ending.
Mar 10, 2021
The Biggest Economic Experiment in History
This is an economic experiment on a massive scale the likes of which this country has never seen before.
Mar 2, 2021
Shortages Everywhere You Look
So now there’s a supply problem and companies are scrambling to meet demand.
Feb 26, 2021
The Stock Market Is Smarter Than All of Us
The market always prices in the future.
Feb 12, 2021
Now THAT Was A Bubble
Japan was the bubble that defines all bubbles.
Feb 11, 2021
The Investment Strategy That Makes Your Life Easier
Dollar cost averaging is boring but it works.
Feb 9, 2021
The Catch-22 of Selling Your House Right Now
The housing market is hot, hot, hot.
Jan 30, 2021
10 Signs You Are Not a YOLO Trader
Jan 22, 2021
Markets That Are Definitely NOT In a Bubble
Maybe US stocks are in a bubble. But there are plenty of markets that definitely are not.
Jan 19, 2021
Why Bubbles Are Good For Innovation
The dot-com bubble laid the tracks for the Internet as we know it today.
Jan 18, 2021
How To Invest in a Bubble
What to do when you think you're in a bubble.
Jan 18, 2021
Stock, Bond & Cash Returns: 1928-2020
Historical market data can’t help you predict the future but it's useful as a way to understand the potential risks and rewards you can see as an investor.
Jan 15, 2021
Markets & Economy Are About To Get Weird
Things are about to change from a monetary policy emphasis to a fiscal policy emphasis.
Jan 13, 2021
Why People Won't Change Their Mind
Cognitive dissonance leads to self-delusion.
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