On the risk-reward tradeoff and the difficulty of predicting the future.
Why You Should Invest in Stocks
A different framework for thinking about equity investing and why you should invest in the stock market.
Talk is Cheap
On words versus actions and the power of revealed preferences.
Who Feels Rich Really?
On relative wealth and why most people feel like they don’t have enough.
The Average Net Worth by Age and Education Level
On the average net worth by age and education and why you need both for proper financial comparisons.
Death of a Value Investor
On the difficult path forward for value investors.
Has the Dust Settled Yet?
On buying stocks after big rallies.
The Flight to Safety
On the movement to cash and what it means for markets.
The Craziest Month in Stock Market History
Quantifying just how crazy March 2020 was for the stock market and investors.
Was That the Bottom?
On false rallies and the disconnect between the stock market and the economy.
