The spread between these two slices of the market has widened to levels last seen during the implosion of the dotcom bubble.
Unintended Consequences
There are always unintended consequences
“I’m Bullish”
Barron’s ran their biannual Big Money Poll this weekend.
These Are the Goods
-What’s different this time
-Real risk is a long period of no returns
-Why Americans choose real estate
-A closer look at the 2003 NBA draft, and much more
Animal Spirits: Physical Delivery
On today’s show we discuss:
-What happened to the oil market?
-Why are so many investors buying the dip?
-Big banks are getting bigger
-The death of department stores, and much more
Why Aren’t Stocks Down More?
The winners are being separated from the losers.
Animal Spirits: Free Oil
On today’s show we discuss:
-Why Ben is calling this a depression
-Did Munger and Buffett lose their fastball?
-Positive externalities of R&D
-The NASDAQ versus the world, and much more
Returning Cash to Shareholders is often Better than the Alternative
Buybacks have been at the center of the debate, dividends might be next.
The Only Thing Working Right Now
The biggest stocks keep getting bigger
Is Inflation Coming Back?
Should you be worried about inflation?
