Why Are Valuations Falling in a Bull Market?
Rising rates, higher inflation and falling PE ratios. The post Why Are Valuations Falling in a Bull Market? 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 82Talk Your Book: Why Aren’t There More IPOs?
On today's Animal Spirits Talk Your Book we speak to Christian Munafo from VanEck about AI IPOs, the trouble facing unicorn late stage growth companies, the liquidity problem for private market investors, secondary transactions, where to find value in today's…
People Hate Paying Taxes More Than They Like Making Money
Pros and cons of tax-aware long/short strategies. The post People Hate Paying Taxes More Than They Like Making Money appeared first on A Wealth of Common Sense. ...
Millionaires Everywhere
How wealth is changing the economy and markets. The post Millionaires Everywhere appeared first on A Wealth of Common Sense. ...
A Short History of Trend-Following and Momentum
My favorite research papers on trend-following and momentum. The post A Short History of Trend-Following and Momentum appeared first on A Wealth of Common Sense. ...
Animal Spirits: Everywhere Millionaires
On today's show we discuss how bull market gains have changed the markets, AI is crowding everything else out, when the next financial crisis will hit, Ray Dalio keeps scaring investors, the earnings boom, a buying opportunity for bonds, the American Dream is…
The End of a Golden Era For Investors
Were millennials doomed to be period of lower stock market returns? The post The End of a Golden Era For Investors appeared first on A Wealth of Common Sense. ...
Talk Your Book: AI Winners & Losers
On today's Talk Your Book we speak with Alger's Dan Chung on investing in concentrated portfolios, what it's like picking stocks during a boom, sorting through the winners & losers in AI, Meta vs. Google and more. The post Talk Your Book: AI Winners & Losers a…
It’s a Concentrated World
How AI will impact stock market concentration. The post It’s a Concentrated World appeared first on A Wealth of Common Sense. ...
Will Young People Ever Buy a House?
More young people are buying homes than you realize. The post Will Young People Ever Buy a House? appeared first on A Wealth of Common Sense. ...
How to Invest When Your Portfolio Gets Bigger
How to deal with an investing mid-life crisis. The post How to Invest When Your Portfolio Gets Bigger appeared first on A Wealth of Common Sense. ...
Animal Spirits: The Next Michael Burry
On today's show we discuss the AI debt binge, no recessions for the rest of the 2020s, Kevin Warsh thoughts on the economy, the dead cat bounce in software stocks, bull market M&A deals, no once cares about dividends anymore, rising yields are a good thing, AI…
14 Questions I’m Thinking About
Some questions about AI, housing, tech stocks, valuations, movies and more. The post 14 Questions I’m Thinking About appeared first on A Wealth of Common Sense. ...
Talk Your Book: Cash Was Easy…Now What?
On today's Talk Your Book we speak with Brandon Clark from Federated Hermes about generating income in your portfolio, using options inside of ETFs for higher income potential, the impact of taxes on fixed income products and much more. The post Talk Your Book…
Jerry Seinfeld’s Evergreen Career Advice
Some advice for young people on how to handle AI. The post Jerry Seinfeld’s Evergreen Career Advice appeared first on A Wealth of Common Sense. ...
My Most Contrarian Opinion Right Now
The biggest risk of higher government debt. The post My Most Contrarian Opinion Right Now appeared first on A Wealth of Common Sense. ...
10 Things You Need to Know About Investing in Stocks
10 of the most important stock market charts of all-time. The post 10 Things You Need to Know About Investing in Stocks appeared first on A Wealth of Common Sense. ...
Animal Spirits: Are Free Markets Dead?
On today's show we discuss the Treasury bond buybacks, Stanley Druckenmiller's op-ed, the real government debt risk, the most hated asset class in the world, why Bitcoin woke up, the end of the Go-Go years, finance bros are having a moment, private market frau…
How Will This Cycle End?
Parallels between the Go-Go Years and the 2020s boom. The post How Will This Cycle End? appeared first on A Wealth of Common Sense. ...
Talk Your Book: The Alternative to Alternatives
On today's Talk Your Book we speak with Matt Radgowski from Halo about the structured notes space, how AI is improving reporting capabilities, how advisors use structured notes in client portfolios, the impact of defined outcome ETFs and much more. The post Ta…
The Most Hated Asset Class in the World
Why everyone hates bonds right now. The post The Most Hated Asset Class in the World appeared first on A Wealth of Common Sense. ...
The 401k Has Been a Success
How to improve 401k plans. The post The 401k Has Been a Success appeared first on A Wealth of Common Sense. ...
Why the Stock Market Has to Crash
Why the stock market has to crash on occasion. The post Why the Stock Market Has to Crash appeared first on A Wealth of Common Sense. ...
Animal Spirits: The Best Bear Case on AI
On today's show we discuss one of the greatest bull markets of all-time, falling valuations, why young people gamble, financial nihilism, the next recession, $3 trillion in money markets, when bond yields compete with stocks, debating AI outcomes, NHL ETFS, re…
Getting Ahead Has Never Been Easy
The present is not easy. But the past was a lot harder in terms of getting ahead. The post Getting Ahead Has Never Been Easy appeared first on A Wealth of Common Sense. ...
Talk Your Book: The Most Important Thing Nobody Owns
On today's Talk Your Book we speak with Steve Schoffstall from Sprott ETFs about investing in critical materials, how technology shapes commodity demand, how to invest in the future and much more. The post Talk Your Book: The Most Important Thing Nobody Owns a…
Now THIS is a Bull Market
The bull market is spreading. The post Now THIS is a Bull Market appeared first on A Wealth of Common Sense. ...
How Often Should You Check Your Portfolio?
Ben's rules for how often to check your portfolio. The post How Often Should You Check Your Portfolio? appeared first on A Wealth of Common Sense. ...
Where Housing is the Most Expensive
A closer look at housing prices around the globe. The post Where Housing is the Most Expensive appeared first on A Wealth of Common Sense. ...
Animal Spirits: Depressed Day Traders
On today's show we discuss new all-time highs in the stock market, AI is the only thing that matters, emerging markets are cheap, 1987 crash calls, things rich people and poor people have in common, day trading is hard, how often you should check your portfoli…