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Animal Spirits: What Will Perform Best in 2024?
Today’s Animal Spirits is brought to you by YCharts: See here for our YCharts year-end strategy session recap. On today’s...
The Biggest Risk in 2024
In late-2019, The Economist put out a 150 page report called The World in 2020 that offered some predictions for...
The Future of Energy Is … Still Oil & Gas?
Last week, we had an important question for you… What is the future of energy: traditional oil and gas, or...
Talk Your Book: International Growth Investing
Today’s Talk Your Book is brought to you by Polen Capital: We are joined by Todd Morris, International Growth Portfolio...
The Stock Market is Our Mona Lisa
There are Twitter accounts that spend their time lamenting why we don’t build cathedrals, castles and architecture like they did...
Top 5 Investing Ideas for 2024 (and Beyond)
This February, I was invited to a special “closed-door” conference in Orlando. The hosts requested I present my top five...
How to Buy a House in Today’s Market
A reader asks: What would you advise as an alternative to getting on the “real estate ladder”? Saving and waiting...
Animal Spirits: The Most Crowded Trade on Wall Street
Today’s Animal Spirits is brought to you by AllianceBernstein and The College for Financial Planning: See here for more information...
A Short History of Nasdaq 100 Returns
The Nasdaq 100 is up more than 50% this year. The tech-heavy index is on pace for its first half-century...
Called It! We’re In for a Year-End Market Rally for 2023
I’ve been predicting a year-end market rally since October… And now, key market indicators are proving me right as the...
Talk Your Book: What is Private Credit?
Today’s Talk Your Book is brought to you by Alternative Fund Advisors: We are joined by Marco Hanig, Managing and...
Staying the Course is Harder Than it Sounds
After suffering drawdowns of 21%, 25% and 35% in the bear market of 2022, the Dow, S&P 500 and Nasdaq...
