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A Wealth of Common Sense

awealthofcommonsense.com

Personal Finance, Investments & Markets

Society / politics / economy

Posts
3,863 from 9 Feb 2013 to 30 Oct 2026
Posting
about daily (304 in the last year)
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personal blog
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Latest

October 2026

  1. Earnings & Expectations
  2. Is Buying a House Now a Bad Investment?
  3. Animal Spirits: Why Baby Boomers Have All the Money
  4. Why Smart People Make Dumb Decisions
  5. Talk Your Book: Beyond Bonds in Retirement
  6. What If This is the Worst Time to Retire?
  7. Talk Your Book: Investing in Single Stock Futures
  8. Markets Are Always Different This Time
  9. How I Think About Investing in Bonds
  10. Animal Spirits: It’s a Bloodbath
  11. Tech People Don’t Know What’s Going to Happen Either
  12. Talk Your Book: The Case for Value and Momentum
  13. 15 Year Stock Market Returns
  14. What’s the Right Level of Interest Rates For the Economy?
  15. Hedging the AI Trade
  16. Animal Spirits: Are Higher Rates Worse Than ZIRP?
  17. Is It Time to Rebalance Your Portfolio?
  18. Talk Your Book: Will AI Debt Cause a Recession?
  19. Betting on Hope
  20. The Winners & Losers of Higher Interest Rates
  21. Better Investment Right Now: Stocks or Bonds?
  22. Animal Spirits: Sudden Wealth Syndrome
  23. The Rich Are Getting Richer. So Is Everyone Else
  24. Talk Your Book: How Higher Rates Are Re-shaping Commercial Real Estate
  25. The Biggest Risk Everyone Already Knows About
  26. Why is Consumer Sentiment so Low?
  27. Where is the Stock Market Volatility?

September 2026

  1. Animal Spirits: Will Higher Rates Kill the Stock Market
  2. A Brutal Bond Market
  3. Talk Your Book: The Next Generation of Income Strategies
  4. Strange Times
  5. Most Stocks Are Losers
  6. Can You Be a Boglehead Tech Investor?
  7. Animal Spirits: The Wobbly House of Cards
  8. Why Didn’t We Get a Housing Bubble?
  9. Talk Your Book: Price is the Ultimate Factor
  10. The Biggest Risk to the Economy
  11. 5% Bond Yields
  12. Animal Spirits: How to Talk To Your Clients About Ray Dalio
  13. Why Are Valuations Falling in a Bull Market?
  14. Talk Your Book: Why Aren’t There More IPOs?
  15. People Hate Paying Taxes More Than They Like Making Money
  16. Millionaires Everywhere
  17. A Short History of Trend-Following and Momentum
  18. Animal Spirits: Everywhere Millionaires
  19. The End of a Golden Era For Investors
  20. Talk Your Book: AI Winners & Losers
  21. It’s a Concentrated World
  22. Will Young People Ever Buy a House?
  23. How to Invest When Your Portfolio Gets Bigger
  24. Animal Spirits: The Next Michael Burry
  25. 14 Questions I’m Thinking About

August 2026

  1. Talk Your Book: Cash Was Easy…Now What?
  2. Jerry Seinfeld’s Evergreen Career Advice
  3. My Most Contrarian Opinion Right Now
  4. 10 Things You Need to Know About Investing in Stocks
  5. Animal Spirits: Are Free Markets Dead?
  6. How Will This Cycle End?
  7. Talk Your Book: The Alternative to Alternatives
  8. The Most Hated Asset Class in the World
  9. The 401k Has Been a Success
  10. Why the Stock Market Has to Crash
  11. Animal Spirits: The Best Bear Case on AI
  12. Getting Ahead Has Never Been Easy
  13. Talk Your Book: The Most Important Thing Nobody Owns
  14. Now THIS is a Bull Market
  15. How Often Should You Check Your Portfolio?
  16. Where Housing is the Most Expensive
  17. Animal Spirits: Depressed Day Traders
  18. Rich Man, Poor Man
  19. Talk Your Book: Why Momentum Investing Works
  20. Making it to New All-Time Highs
  21. The One Wish Willow Economy
  22. Investing is a Game of Survival
  23. Animal Spirits: When Genius Failed, Again
  24. Spending Money
  25. The Biggest Risk of Rising Bond Yields
  26. Why I Love the Stock Market

July 2026

  1. Investing in Momentum
  2. Animal Spirits: 45 Million Rich Households
  3. Find Your Fascination
  4. Talk Your Book: Is Crypto Dead?
  5. Now Show Japan
  6. Picking Stocks in a Bloodbath
  7. Investing in the Boom Times
  8. Animal Spirits: Say Bubble One More Time. I Dare You!
  9. Housing Rules of Thumb
  10. Talk Your Book: Private Credit’s Next Act
  11. 4 Big Questions About the Economy
  12. How Rich Are You?
  13. Missing the Best & Worst Days in the Stock Market
  14. Animal Spirits: Will the Fed Buy Stocks?
  15. The Cult of Equities
  16. Talk Your Book: Do We Need the Federal Reserve?
  17. Momentum Stocks
  18. 10 Reasons to be Bearish
  19. Is 90/10 Better Than 60/40 in Retirement?
  20. Animal Spirits: 10 Reasons to be Bullish
  21. The Ups and the Downs of the Stock Market
  22. Talk Your Book: How SpaceX Got Into the Nasdaq 100
  23. The Mag 7 is Losing?
  24. How Much is One Million Dollars Worth?
  25. Animal Spirits: Is Debt Fueling the Rally?

June 2026

  1. Leverage in the Stock Market
  2. Chauffeur Knowledge
  3. Talk Your Book: Investing in the Power Grid
  4. Why Are Investors Holding More Cash?
  5. $150,000 or $1.5 Million or $5 Million
  6. Animal Spirits: Everything is Outperforming the S&P 500 This Year
  7. Everything is Beating the S&P 500 This Year
  8. Talk Your Book: AI Is Not a Bubble
  9. Spotting Bubbles and Calling Tops
  10. The K-Shaped Housing Market
  11. What Happens to the Stock Market When Baby Boomers Sell?
  12. Animal Spirits: How Much is $1 Trillion
  13. The Greatest Wall Street Comic of All-Time
  14. Talk Your Book: The Case For Investing in Emerging Market Bonds
  15. Smart Investors vs. Dumb Investors
  16. $1 Trillion ETFs, Wealth Inequality and the Shrinking Middle Class
  17. The Barbell Portfolio
  18. Animal Spirits: The Teflon Economy
  19. The Diversification Test
  20. Talk Your Book: Diversification in Private Assets
  21. Young People Like Stocks
  22. The AI Trade is Global
  23. On the Inevitability of an AI Bubble
  24. Animal Spirits: The Biggest Short Squeeze of All-Time
  25. The Housing Market Recession
  26. Talk Your Book: Why Rising Rates Won’t Hurt You Anymore
  27. The Different Kinds of Investors

May 2026

  1. The Lowest Consumer Sentiment EVER
  2. How to Reduce Stock Market Stress
  3. Animal Spirits: A Fire Alarm For Interest Rates
  4. Money Without Meaning
  5. Talk Your Book: Investing in the Rise of the Robots
  6. What Are Rising Interest Rates Telling Us?
  7. Creating The Perfect Portfolio
  8. Animal Spirits: The Fat Pitch For Bears
  9. Stories vs. Statistics
  10. Talk Your Book: Is the Nasdaq 100 in Another Bubble?
  11. Is This a Bubble?
  12. The 4 Abilities Every Investor Needs to be Successful
  13. 50 Years of Stock Market Returns
  14. Animal Spirits: This Won’t End Well
  15. My New Book: Risk & Reward
  16. Talk Your Book: Investing in Securitization
  17. The Melt-Up
  18. Why Are Hedge Fund Managers Always Bearish?
  19. A Government Debt Crisis?
  20. Animal Spirits: The Stock Market Is Doing Something We’ve Never Seen Before

Every year

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