“If a topic makes someone feel emotional, they will rarely be interested in the data. This is why emotions can be such a threat to…
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Fighting the Market-Timing Urge
The World’s Worst Investor
“Humans have something weird in their DNA which prohibits them from adopting good ideas easily.” – William Green, Richer, Wiser, Happier Sally is a nervous wreck. It seems every time she invests money in the stock market it crashes. The...
read moreMarket Sell-Off: The Good & Bad
“Everything feels unprecedented when you haven’t engaged with history.” – Kelly Hayes, author The daily flow of negative headlines, market losses, and dire predictions can…
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Sell in May and Enjoy the Day?
“In real-time, every crisis feels like the worst thing ever. In hindsight, every crisis is an obvious buying opportunity.” – Morgan Housel, author This isn’t…
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What Does Peak Inflation Look Like?
“Every administration thought they had power to end inflation but they really didn’t. I think now you can see that same sense of overconfidence in…
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Does it Still Make Sense to Own Bonds?
White-hot inflation. Rising interest rates. Tanking bond prices. The popular consensus is that investors should abandon their bond allocation. It’s a tidy narrative but deserves…
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What’s the Bullish Case for Stocks?
“Tell someone that everything will be ok and they’ll shrug you off. Tell someone they’re in danger and they’ll hang on your every word.” Morgan…
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What Are the Odds of a U.S. Recession?
“Being scared of everything is a symptom of being addicted to comfort.” – Orange Book, @orangebook on Twitter Post World War II, the U.S. has…
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Checking Up on Pandemic Darlings
“What a year this week has been.” – unknown A handful of stocks couldn’t miss. The pandemic changed the way we did everything overnight. Obscure…
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How to Solve the Inflation Problem
“Anyway you calculate it, inflation is WAY above the Fed’s target because of high demand.” Cullen Roche, Discipline Funds The Fed will attempt to kill…
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