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A Wealth of Common Sense. Investor, author, and host of Animal Spirits podcast, focuses on simplifying finance for everyone; has backed over 200 companies.
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What Are Rising Interest Rates Telling Us?

2026-05-23 04:30:47

Bond yields are rising again. This has many people worried. Here’s John Arnold’s take: The 30 year Treasury yield is at its highest level since just before the Great Financial Crisis in 2007. Japanese long-term bond yields haven’t been this high all century. Why does this have people worried? Government debt levels are much higher so higher yields will only increase the amount of the budget that goes to...

Creating The Perfect Portfolio

2026-05-22 03:26:04

We also covered questions about energy stocks, selling your soul for a job you hate, disagreeing with your spouse about portfolio management and when to raise some cash in your stock portfolio. Further Reading: Can You Live Off Your Dividends?   The post Creating The Perfect Portfolio appeared first on A Wealth of Common Sense. ...

Animal Spirits: The Fat Pitch For Bears

2026-05-20 19:15:57

@media only screen and (max-width: 480px) {.mob-stack { display: block !important; width: 100% !important; padding-left: 0 !important; padding-right: 0 !important; }.mob-img { padding-bottom: 15px !important; }.mob-stack img { width: 100% !important; max-width: 100% !important; height: auto !important; }} Sponsored Hone In Your Trades in Semis Three degrees of semiconductor exposure with Single Stock, ...

Stories vs. Statistics

2026-05-20 02:44:08

I was in on Mad Men from the ground floor when it came out in 2007. My wife and I even dressed as Don and Betty Draper for Halloween that year.1 I knew this could be a Pantheon-level show after watching the finale for the first season after Don does the carousel pitch to Kodak: It was really important for me to make the book visually pleasing. Daniel Parra from our production team designed the cover for me. Chart Kid Mat...

Talk Your Book: Is the Nasdaq 100 in Another Bubble?

2026-05-18 19:15:33

Today’s Talk Your Book is brought to you by Nasdaq: To learn more about Nasdaq click here: https://www.nasdaq.com/solutions/global-indexes/nasdaq-100 On today’s show, we discuss: Why the eight largest companies in the world by market cap all ended up listing on NASDAQ How NASDAQ updated its index methodology, moving from annual to quarterly reconstitution and introducing a fast entry rules Why the old ind...

Is This a Bubble?

2026-05-17 21:45:15

This past week I wrote about a possible melt up in the Nasdaq 100. This chart is a good summary of that post: The logical follow-up question (which many people asked) is this: Is this a bubble? The Roaring 20s were a bubble. The 1950s weren’t a bubble. Japan was a bubble. The dot-com boom was a bubble. This can be a difficult question to answer because everyone knows when we’re in a financial crisis but peopl...