Steve Blumenthal
These high valuations are coming at a time when investors are heavily invested in stocks
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
