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How Often Do Bear Markets Occur?
I enjoy studying market history not because it makes it any easier to predict the future but because it can...
Macro is Hard
Think back to the economic set-up at the end in September 2022. The stock market was down 25% on the...
The New $1.5 Trillion “Big Short” on Regional Banks
“Owning regional banks requires an abnormally high desire for pain.” That’s what Yang Tang, CEO of fund issuer Arch Indices,...
All-Time Highs in the Stock Market are Usually Followed by More All-Time Highs
A reader asks: Investing at all time highs is counterintuitive. Does it produce great returns because the market is forward-looking...
How Broadcaster Fox Broke the Super Bowl Indicator
As financial writers start buzzing about the Super Bowl indicator once again, it’s time for a fresh perspective — with...
Adam Neumann Tries to Buy Back WeWork (After Setting $47 Billion Ablaze)
He’s at it again… The Wall Street Journal reported yesterday that Adam Neumann — founder and former CEO of WeWork...
Animal Spirits: The Holy Grail of Investing
Today’s Animal Spirits is brought to you by YCharts: See here for YCharts research on the best-performing ETFs of 2023...
EVs Rev Up the Energy Transition Market (Renewable Energy)
In 2023, a massive $1.8 trillion was invested globally in the energy transition market (renewable energy). This is a 17%...
Vision Pro: Bullish For Apple, Bearish for Society
Vanity Fair ran a cover story last week about the new Apple Vision Pro: I suppose Tim Cook could have...
Buying Gold Now Is Economic Insurance
I’m not a gold bug. Sure, I have some gold coins that my kids will inherit someday. And yes, once...
Talk Your Book: Investing in Infrastructure
Today’s Talk Your Book is brought to you by StepStone: See here to learn more about investing in StepStone Private...
Can Anyone Challenge the Economic Dominance of the United States?
Coming out of the Great Financial Crisis there was this running narrative that the United States economy was the cleanest...
