Last week, Rosie and I had long online panel discussion about, well, everything: Bubbles and bull markets, real estate and gold, optimism...
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To hear an audio spoken word version of this post, click here. Back in March, on the one-year anniversary of...
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The Day That Richard Nixon Changed U.S. Economic Policy Forever Fifty years ago, in response to rising inflation, he rejected...
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My colleague Ben Carlson posted this insightful analysis showing why demographics make for a poor market forecasting tool....
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Forget the hodlers and the BTFD crowd and the so-called crypto experts: Days like today exist as wonderful reminders as to...
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Last month, I gave a presentation at the Markus’ Academy at Princeton’s Bendheim Center for Finance. You can find the full video...
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Succinct Summations for the week ending April 9th, 2021 Positives: 1. Markets gain strength as economic re-opening and recovery...
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Source: JPM Chase My favorite market chart book is out, and as always, its filled with 86 pages of great charts and insightful...
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Bull Market Beset by Too Many Misconceptions What have we learned in the one year since equities crashed? Bloomberg, March 28, 2021...
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Bull Market Beset by Too Many Misconceptions What have we learned in the one year since equities crashed? Bloomberg, March 28, 2021...
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