Author Archive
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Jun 29, 2022Consumer balance sheets are as strong as they've ever been heading into a recession. -
Jun 28, 2022Will higher inflation and rates crush financial assets? -
Jun 25, 2022Rates rule everything around me. -
Jun 20, 2022How long does it take for a bear market to bottom? -
Jun 13, 2022The housing market is finally starting to normalize. -
Jun 11, 2022How to bucket your assets in retirement.
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Jun 9, 2022It's not always easy to predict the timing of a recession and what that means for the stock market. -
Jun 3, 2022What happens to financial markets if higher rates and higher inflation are here to stay? -
Jun 1, 2022Easy money is money easily lost. -
May 23, 2022The 11 worst years in stock market history and what happened next. -
May 11, 2022Some visuals for a crazy market environment. -
May 6, 2022Peter Bernstein's alternative to the 60/40 portfolio. -
Apr 29, 2022Today's growth stock crash vs. the Nifty Fifty stocks of the 1970s. -
Apr 27, 2022“If you’re not a little confused by what’s going on (in the economy) you don’t understand it. We’re in unchartered territory.” - Charlie Munger -
Apr 25, 2022Is the bond market in more trouble than the stock market? -
Apr 20, 2022Some structural reasons housing could remain strong even in the face of rising mortgage rates. -
Apr 4, 2022The labor market is on fire. -
Mar 29, 2022Why bond bear markets are nothing like stock bear markets. -
Mar 25, 2022Larry Summers is worried about stagflation. Should you? -
Mar 21, 2022Buying after a 20% drop in the NASDAQ is a pretty good strategy. -
Mar 18, 2022Why you should always be preparing for a recession. -
Mar 8, 2022The commodities are so cyclical. -
Mar 4, 2022How to Invest When You Have a Low Tolerance For Risk -
Mar 2, 2022Why I have more questions than answers right now. -
Feb 23, 2022How to win the loser's game. -
Feb 15, 2022Why stocks are more like bonds than you might think. -
Feb 8, 2022Why I love diversification. -
Feb 3, 2022There's no inventory. -
Feb 1, 2022Pretty well but with a lot of volatility. -
Jan 28, 2022A review of market corrections and bear markets. -
Jan 27, 2022Corrections are normal.
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Jan 25, 2022Today's market is just like the end of the go-go years of the 60s. -
Jan 24, 2022Since 1928
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Jan 18, 2022Just 35 years or so after the Wright Brothers took their first flight at Kitty Hawk, the United States was already using fighter planes in a big way at war.But after World War II,...
