As an investor, you make the most money when you do things that other people aren’t willing to do, like taking risks others shun

History of Bull and Bear Markets

The elephant in the room is debt

Recession Obsession And Why It Matters

This Time Is Different… Is It? The High Yield Bond Market Holds The Key

QE Is Coming Back

Value Briefs

On My Radar: Peak Profit Margins – And What They Tell Us

Equity Market Valuations And What They Tell Us About Coming Returns

“People and firms reward the providers of dangerously misleading information more than they reward truth tellers Daniel” Kahneman

Central banks continue to matter and maybe now more than ever

“We can be blind to the obvious, and we are also blind to our blindness.” – Daniel Kahneman

My Favorite Recession Watch Charts And What They Are Telling Us

Economy Is Solid But Government needs to borrow $1.2 trillion per year for the next 10 years

More Money Than Fools Or More Fools Than Money

RIP Jack Bogle, Welcome Home

S&P Valuations Are A Lot Cheaper Now But Are Stocks Cheap? A Deep Dive

How The Market And Economic Machines Work

Late in the Cycle

Opportunity, Not Crisis, Looms In 2019?

The End Of The Beginning