How long will these scars last?
Michael Batnick
Their Rightful Owners
Unfortunately if the market continues to deteriorate, stocks will return to their owners, even if they have no rightful claim on them
Animal Spirits: The Great Unwind
On today’s show we discuss:
-A recession for some people and a depression for others
-The most volatile month ever
-What happens with rents and mortgages?
-The crash in demand for gasoline, and much more
The State of the American Business
There are going to be people, and businesses, and entire industries that never come back
Animal Spirits: The Dead Cat Bounce?
On today’s show we discuss:
-Did valuations impact the decline in stocks?
-How index investors are behaving
-The exploding deficit
-Will we see inflation, and much more.
“Everybody Thinks”
You’re wrong so I’m right
When Should I Rebalance?
When is the best time to rebalance your portfolio? The short answer, it doesn’t matter.
These Are the Goods
Reducing bias, winter versus ice age, the first thing to go in a panic, and much more.
Will the Stock Market Outperform the Economy?
Is it possible that the stock market bottom is in as the economy continues to worsen?
Animal Spirits: The Historic Surge in Unemployment
On today’s show we talk about
-The unemployment report
-How we feel when the market goes up or down big
-What’s priced in?
-The best books about financial panics, and much more