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A Wealth of Common Sense
Personal Finance, Investments & Markets
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- 3,863 from 9 Feb 2013 to 30 Oct 2026
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- about daily (304 in the last year)
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- personal blog
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Latest
October 2026
- Earnings & Expectations
- Is Buying a House Now a Bad Investment?
- Animal Spirits: Why Baby Boomers Have All the Money
- Why Smart People Make Dumb Decisions
- Talk Your Book: Beyond Bonds in Retirement
- What If This is the Worst Time to Retire?
- Talk Your Book: Investing in Single Stock Futures
- Markets Are Always Different This Time
- How I Think About Investing in Bonds
- Animal Spirits: It’s a Bloodbath
- Tech People Don’t Know What’s Going to Happen Either
- Talk Your Book: The Case for Value and Momentum
- 15 Year Stock Market Returns
- What’s the Right Level of Interest Rates For the Economy?
- Hedging the AI Trade
- Animal Spirits: Are Higher Rates Worse Than ZIRP?
- Is It Time to Rebalance Your Portfolio?
- Talk Your Book: Will AI Debt Cause a Recession?
- Betting on Hope
- The Winners & Losers of Higher Interest Rates
- Better Investment Right Now: Stocks or Bonds?
- Animal Spirits: Sudden Wealth Syndrome
- The Rich Are Getting Richer. So Is Everyone Else
- Talk Your Book: How Higher Rates Are Re-shaping Commercial Real Estate
- The Biggest Risk Everyone Already Knows About
- Why is Consumer Sentiment so Low?
- Where is the Stock Market Volatility?
September 2026
- Animal Spirits: Will Higher Rates Kill the Stock Market
- A Brutal Bond Market
- Talk Your Book: The Next Generation of Income Strategies
- Strange Times
- Most Stocks Are Losers
- Can You Be a Boglehead Tech Investor?
- Animal Spirits: The Wobbly House of Cards
- Why Didn’t We Get a Housing Bubble?
- Talk Your Book: Price is the Ultimate Factor
- The Biggest Risk to the Economy
- 5% Bond Yields
- Animal Spirits: How to Talk To Your Clients About Ray Dalio
- Why Are Valuations Falling in a Bull Market?
- Talk Your Book: Why Aren’t There More IPOs?
- People Hate Paying Taxes More Than They Like Making Money
- Millionaires Everywhere
- A Short History of Trend-Following and Momentum
- Animal Spirits: Everywhere Millionaires
- The End of a Golden Era For Investors
- Talk Your Book: AI Winners & Losers
- It’s a Concentrated World
- Will Young People Ever Buy a House?
- How to Invest When Your Portfolio Gets Bigger
- Animal Spirits: The Next Michael Burry
- 14 Questions I’m Thinking About
August 2026
- Talk Your Book: Cash Was Easy…Now What?
- Jerry Seinfeld’s Evergreen Career Advice
- My Most Contrarian Opinion Right Now
- 10 Things You Need to Know About Investing in Stocks
- Animal Spirits: Are Free Markets Dead?
- How Will This Cycle End?
- Talk Your Book: The Alternative to Alternatives
- The Most Hated Asset Class in the World
- The 401k Has Been a Success
- Why the Stock Market Has to Crash
- Animal Spirits: The Best Bear Case on AI
- Getting Ahead Has Never Been Easy
- Talk Your Book: The Most Important Thing Nobody Owns
- Now THIS is a Bull Market
- How Often Should You Check Your Portfolio?
- Where Housing is the Most Expensive
- Animal Spirits: Depressed Day Traders
- Rich Man, Poor Man
- Talk Your Book: Why Momentum Investing Works
- Making it to New All-Time Highs
- The One Wish Willow Economy
- Investing is a Game of Survival
- Animal Spirits: When Genius Failed, Again
- Spending Money
- The Biggest Risk of Rising Bond Yields
- Why I Love the Stock Market
July 2026
- Investing in Momentum
- Animal Spirits: 45 Million Rich Households
- Find Your Fascination
- Talk Your Book: Is Crypto Dead?
- Now Show Japan
- Picking Stocks in a Bloodbath
- Investing in the Boom Times
- Animal Spirits: Say Bubble One More Time. I Dare You!
- Housing Rules of Thumb
- Talk Your Book: Private Credit’s Next Act
- 4 Big Questions About the Economy
- How Rich Are You?
- Missing the Best & Worst Days in the Stock Market
- Animal Spirits: Will the Fed Buy Stocks?
- The Cult of Equities
- Talk Your Book: Do We Need the Federal Reserve?
- Momentum Stocks
- 10 Reasons to be Bearish
- Is 90/10 Better Than 60/40 in Retirement?
- Animal Spirits: 10 Reasons to be Bullish
- The Ups and the Downs of the Stock Market
- Talk Your Book: How SpaceX Got Into the Nasdaq 100
- The Mag 7 is Losing?
- How Much is One Million Dollars Worth?
- Animal Spirits: Is Debt Fueling the Rally?
June 2026
- Leverage in the Stock Market
- Chauffeur Knowledge
- Talk Your Book: Investing in the Power Grid
- Why Are Investors Holding More Cash?
- $150,000 or $1.5 Million or $5 Million
- Animal Spirits: Everything is Outperforming the S&P 500 This Year
- Everything is Beating the S&P 500 This Year
- Talk Your Book: AI Is Not a Bubble
- Spotting Bubbles and Calling Tops
- The K-Shaped Housing Market
- What Happens to the Stock Market When Baby Boomers Sell?
- Animal Spirits: How Much is $1 Trillion
- The Greatest Wall Street Comic of All-Time
- Talk Your Book: The Case For Investing in Emerging Market Bonds
- Smart Investors vs. Dumb Investors
- $1 Trillion ETFs, Wealth Inequality and the Shrinking Middle Class
- The Barbell Portfolio
- Animal Spirits: The Teflon Economy
- The Diversification Test
- Talk Your Book: Diversification in Private Assets
- Young People Like Stocks
- The AI Trade is Global
- On the Inevitability of an AI Bubble
- Animal Spirits: The Biggest Short Squeeze of All-Time
- The Housing Market Recession
- Talk Your Book: Why Rising Rates Won’t Hurt You Anymore
- The Different Kinds of Investors
May 2026
- The Lowest Consumer Sentiment EVER
- How to Reduce Stock Market Stress
- Animal Spirits: A Fire Alarm For Interest Rates
- Money Without Meaning
- Talk Your Book: Investing in the Rise of the Robots
- What Are Rising Interest Rates Telling Us?
- Creating The Perfect Portfolio
- Animal Spirits: The Fat Pitch For Bears
- Stories vs. Statistics
- Talk Your Book: Is the Nasdaq 100 in Another Bubble?
- Is This a Bubble?
- The 4 Abilities Every Investor Needs to be Successful
- 50 Years of Stock Market Returns
- Animal Spirits: This Won’t End Well
- My New Book: Risk & Reward
- Talk Your Book: Investing in Securitization
- The Melt-Up
- Why Are Hedge Fund Managers Always Bearish?
- A Government Debt Crisis?
- Animal Spirits: The Stock Market Is Doing Something We’ve Never Seen Before
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