Why shouldn’t I put every penny I have into these stocks
Animal Spirits: Existential Hurricane
On today’s show we discuss:
-A potential self inflicted double dip recession
-How TIPS can protect you from unexpected inflation
-Google and Facebook are decoupling from the FAANGS, and much more
Why Would Anyone Invest Right now?
Josh and I are back with an all new edition of “What Are Your Thoughts?”
These Are the Goods
-The flash crash
-Small value companies
-The people who get coaches, and much more
The Nominal Robber
Inflation is a silent killer to investor’s portfolios. Thankfully, it’s been dormant for the last few decades, leaving nominal returns mostly intact. However, people are starting to look over their shoulder now, and wondering if the nominal robber will rear its ugly head, thanks to all the money that the fed and treasury are pumping…
The New 60/40 Portfolio
It is impossible, not unlikely, impossible that forward returns will match those of the past
Will the Dollar Crash?
The dollar matters, but it’s not the only thing that matters
Animal Spirits: Inflation Ahead
On today’s show we discuss:
-Why inflation might show up
-The new 60/40 portfolio
-Fidelity’s data snafu, and much more
The Biggest Stock Market Rally Ever
The market will always find new ways to surprise us
A Small Update on the Giants
The big 5 are now 22% of the S&P 500
