Things we normally worry about
- The CAPE ratio
- The inverted yield curve
- Peak profits
- GDP growth
- Demographics
- Student loans
- Bond liquidity
- Black swans
- Flash crashes
- The Fed being behind the curve
- Gridlock in congress
- Geopolitical instability
- Inflation
- Deflation
- The decline in listed stocks
- The bubble in private markets
- Buybacks
- Auto loans
- Index funds distorting prices
- Am I saving enough money?
- Social security running out of money
- Income inequality
- Margin debt
- The Fed’s balance sheet
- QT
- Corporate leverage
Things we worry about at all-time highs
- Is my performance keeping up with the S&P 500?
