May 17, 2022
If You Own Stocks, This Is What You Signed Up For
Big selloffs are unpleasant, but they're part of investing.
May 10, 2022
Good News Is Bad News Now
Economic strength is forcing the Fed to get more aggressive.
May 3, 2022
Market Timing Is Not Warren Buffett's Forte
Just because he buys cheap doesn't mean he's a great market timer
Apr 28, 2022
Past Performance Is No Guarantee of Anything
Winning fund managers rarely keep winning
Apr 25, 2022
This Doesn't Look Very Recessionary
Economic data hasn't just been strong — they're exceeding expectations.
Mar 29, 2022
Peter Lynch Predicted Today's Stock Market Level In 1994
5 truths from Peter Lynch about the stock market.
Mar 22, 2022
People Want To Do Things And That's Bullish
They aren't putting their lives on hold because of the Ukraine war.
Mar 4, 2022
Three Massive Tailwinds For The US Economy
The forces keeping a recession at bay.
Feb 17, 2022
You Need Context To Talk About Consumer Debt
Any serious conversation about debt needs context
Feb 7, 2022
CAPE Doesn't Mean What You Think It Does
The sacred CAPE ratio is problematic.
Feb 1, 2022
Trillion Dollar Exposure
Does it matter that the S&P 500 is dominated by a small number of stocks?
Jan 18, 2022
The CAPE Ratio Isn't What You Think It Is
The sacred CAPE ratio is problematic🤦♂️
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