A Wealth of Common Sense. Investor, author, and host of Animal Spirits podcast, focuses on simplifying finance for everyone; has backed over 200 companies.
A reader asks:
I have a question about reconciling two very famous market parables. Ben, your story of “Bob, the World’s Worst Market Timer” perfectly illustrates the power of compounding and the importance of never selling, even if your entry points are disastrously bad. On the other hand, we frequently hear the statistic–often championed by Tom Lee–that if you miss the 10 best days in the m...
Joe Weisenthal shared an interesting chart of household allocations to various financial assets over time:
This chart might be something of a Rorschach test.
These allocations have been cyclical over time. Booms and busts. Leaders and laggards.
It’s quite possible that equities taking the lead by such a wide margin shows that they’re overvalued or possibly due for a pullback.
It’s also possible t...
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On today’s show, we discuss:
F/m Labs
Interactive Yield Chart
Interest Rate Scenario Analysis
The case for TIPS over nominal treasuries in today’s environment
Why ZTOP only buys the largest, most liquid high yield issuers
Why bond investors are warier of hypersca...
Momentum stocks are having a moment this year.
Depending on how you define it, the momentum factor in the U.S. is up something like 30-40% this year.
Buying stocks that have been going up has been working really well in 2026.
Our research team put together a chart of performance for the various factors — momentum, low vol, value, quality, shareholder yield and growth — for both U.S. and international stocks th...
Chart Kid Matt had an excellent post this past week that listed 10 reasons to be bullish.
Each reason is attached to a chart. I won’t spoil the entire post (you should read it) but this one tells the biggest story as far as I’m concerned:
Earnings growth is accelerating. Margins are still high. The bull market is broadening out in terms of leadership. The fundamentals of the stock market are screaming bullish...
