Author Archive
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Aug 14, 2026One of the biggest mistakes we make when talking about inflation is pretending that everyone experiences the same thing. They don’t. The inflation number you hear about on TV... -
Aug 12, 2026There’s something happening underneath the surface of the stock market that I think a lot of people are missing. More stocks are starting to beat the S&P 500. -
Aug 11, 2026Investing apps don't make any money on long term investors -
Jul 29, 2026What's so 'initial' about an IPO these days? -
Jul 22, 2026Denominators matter. -
Jul 21, 2026America’s financial markets didn’t begin with technology. They began with banks. -
Jul 17, 2026Investors are being warned again. The U.S. stock market is too concentrated. The biggest companies are too big. The top 10 stocks control too much of the S&P 500. Apparently,... -
Jun 6, 2026The 60/40 portfolio became a religion over the last 40 years. Bonds cushioned the fall in stocks...but no more. -
Jun 4, 2026Every year, the market teaches you a new vocabulary word. You don’t ask for it. You don’t go looking for it. It just sort of appears one day. -
May 20, 2026The SpaceX IPO collides with declining risk appetite. -
May 18, 2026Big IPOs are not a buying opportunity. -
May 14, 2026Would we actually be in a bear market right now if it weren’t for these so-called AI stocks? And before we even answer that, what exactly is an “AI stock”? -
May 12, 2026The US market isn't the only one making new highs. -
Apr 29, 2026Consumer sentiment is hitting all time lows and stocks all time highs. -
Apr 17, 2026Prices trend. Volatility doesn't. -
Feb 25, 2026What would actually make the dollar go up? -
Feb 5, 2026Leadership has shifted -
Jan 9, 2026Mid-cap stocks broke out to all-time highs yesterday.
