A Wealth of Common Sense. Investor, author, and host of Animal Spirits podcast, focuses on simplifying finance for everyone; has backed over 200 companies.
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...
Bill Sweet helped us answer questions about timing the sale of your stocks for a vacation property, housing as an inflation hedge for young people, down payment size and what financial gift to give for a Sweet 16 birthday.
Further Reading:
The 4 Year Rule For Retirement Spending
1It is worth pointing out I’m using price-only data here. So on a total return basis with dividends included that would shorten the time a...
