Picking Stocks in a Bloodbath
Is Netflix a buy here? Or is it a stock in secular decline? The post Picking Stocks in a Bloodbath appeared first on A Wealth of Common Sense. ...
Finance
A Wealth of Common Sense.
Ben Carlson on investing, markets, and financial decision-making.
Recent essays
30 of 38Investing in the Boom Times
Some lessons from investors in South Korea. The post Investing in the Boom Times appeared first on A Wealth of Common Sense. ...
Animal Spirits: Say Bubble One More Time. I Dare You!
Today’s Animal Spirits is brought to you by YCharts and Vanguard: This episode is sponsored by YCharts. To learn more and get 20% off your initial YCharts Professional subscription to take Y for a spin (new customers only), visit https://go.ycharts.com/animal-…
Housing Rules of Thumb
Why aren't more baby boomer retirees downsizing? The post Housing Rules of Thumb appeared first on A Wealth of Common Sense. ...
Talk Your Book: Private Credit’s Next Act
On today's Talk Your Book we speak with Alona Gornick from Churchill from Nuveen about credit market cycles, an update on private credit, investing in the middle market and more. The post Talk Your Book: Private Credit’s Next Act appeared first on A Wealth of…
4 Big Questions About the Economy
Questions about recessions, housing, bond yields and more. The post 4 Big Questions About the Economy appeared first on A Wealth of Common Sense. ...
How Rich Are You?
Status symbols that make you look rich. The post How Rich Are You? appeared first on A Wealth of Common Sense. ...
Missing the Best & Worst Days in the Stock Market
Why the best and worst days cluster in the stock market. The post Missing the Best & Worst Days in the Stock Market appeared first on A Wealth of Common Sense. ...
Animal Spirits: Will the Fed Buy Stocks?
On today's show we discuss hyperscalers vs. semiconductors, 10 reasons to be bearish, Nvidia is cheap, analysts are good at forecasting earnings, why small caps are booming, investors still chase performance, why the stock market is more important now, the AI…
The Cult of Equities
The stock market is more important than ever before. The post The Cult of Equities appeared first on A Wealth of Common Sense. ...
Talk Your Book: Do We Need the Federal Reserve?
On today's Talk Your Book we speak with Alex Morris from F/m Investments about the Fed, what the bond market is telling us, the debasement trade, Kevin Warsh and more. The post Talk Your Book: Do We Need the Federal Reserve? appeared first on A Wealth of Commo…
Momentum Stocks
Momentum stocks are crushing it this year. Can it continue? The post Momentum Stocks appeared first on A Wealth of Common Sense. ...
10 Reasons to be Bearish
Some bearish signals at the moment. The post 10 Reasons to be Bearish appeared first on A Wealth of Common Sense. ...
Is 90/10 Better Than 60/40 in Retirement?
Are retirees overinvested in bonds? The post Is 90/10 Better Than 60/40 in Retirement? appeared first on A Wealth of Common Sense. ...
Animal Spirits: 10 Reasons to be Bullish
On today's show we discuss why the vibecession is over, experience vs. expertise, reasons to be bullish, reasons to be bearish, small caps on are fire, market concentration, Samsung's ridiculous profits, retail investors are moving markets, owning the biggest…
The Ups and the Downs of the Stock Market
Sometimes the stock market goes down but most of the time it goes up. The post The Ups and the Downs of the Stock Market appeared first on A Wealth of Common Sense. ...
Talk Your Book: How SpaceX Got Into the Nasdaq 100
On today's Talk Your Book we speak with Invesco's Paul Schroeder about the Nasdaq 100, index methodology, tech fundamentals, fast entry timelines for IPOs and more. The post Talk Your Book: How SpaceX Got Into the Nasdaq 100 appeared first on A Wealth of Commo…
The Mag 7 is Losing?
Everything is outperforming the Mag 7 right now. The post The Mag 7 is Losing? appeared first on A Wealth of Common Sense. ...
How Much is One Million Dollars Worth?
How many millionaires are there? The post How Much is One Million Dollars Worth? appeared first on A Wealth of Common Sense. ...
Animal Spirits: Is Debt Fueling the Rally?
On today's show we discuss all-time highs in margin debt, the small cap rally, the hyperscaler dilemma, why Micron is up so much, everything is outperforming the Mag 7, concentration is normal, no signs of a recession, rich people everywhere, the pizza bear ma…
Leverage in the Stock Market
Is margin debt a concern for the stock market? The post Leverage in the Stock Market appeared first on A Wealth of Common Sense. ...
Chauffeur Knowledge
Charlie Munger on Max Planck. The post Chauffeur Knowledge appeared first on A Wealth of Common Sense. ...
Talk Your Book: Investing in the Power Grid
On today's Talk Your Book, we speak with Ryan Issakainen fro, First Trust about investing in the buildout of a new power grid, AI bottlenecks, data centers, thematic ETFs and more. The post Talk Your Book: Investing in the Power Grid appeared first on A Wealth…
Why Are Investors Holding More Cash?
A closer look at the retail trading boom in the 2020s. The post Why Are Investors Holding More Cash? appeared first on A Wealth of Common Sense. ...
$150,000 or $1.5 Million or $5 Million
Some thoughts on lump sum investing, diversification, retirement needs and risk. The post $150,000 or $1.5 Million or $5 Million appeared first on A Wealth of Common Sense. ...
Animal Spirits: Everything is Outperforming the S&P 500 This Year
On today's show we discuss why diversification is working again, how AI is creating more winners and losers in the stock market, why the Mag 7 is underperforming, the triple-digit club, why investors are holding more cash, rich people who complain too much, wh…
Everything is Beating the S&P 500 This Year
Why is the S&P 500 lagging? The post Everything is Beating the S&P 500 This Year appeared first on A Wealth of Common Sense. ...
Social Security FAQ
Answering your biggest questions about Social Security. The post Social Security FAQ appeared first on A Wealth of Common Sense. ...
Housing Price Inflation
Why does housing cost so much? The post Housing Price Inflation appeared first on A Wealth of Common Sense. ...
Is Diversification Finally Working Again?
Is it finally time for international stocks to shine? The post Is Diversification Finally Working Again? appeared first on A Wealth of Common Sense. ...