We just witnessed the only recession in the history of this planet where the personal savings rate hit a 50-year high.
March 2021
These Are the Goods
Here’s what I chewed on last week
Animal Spirits: The Most Ambitious ETFs
On today’s show we talk with Paul Kim from Simplify about some of the exciting ideas he’s cooking up
It’s Not Different This Time
Every time stocks fall a little, it feels like they’re going to fall a lot.
I’m All in On Audio
Clubhouse and Spaces are going to be huge
The Stock Market Is Usually Right
The stock market always sees things before we do
Animal Spirits: Never Bet Against America
On today’s show we discuss:
-The yield tantrum
-Buffett’s annual letter
-RobinHood’s IPO, and much more
Housing, We Have a Problem
The housing market is on fire
Will Higher Interest Rates Kill Growth Stocks?
To say they’re one of several inputs instead of the only input is not to minimize their importance, but to state reality.