Category: Current Markets

Two Big Trends I’m Thinking About For the Future

Reading Time: 5 minutes Two of the most counterintuitive trends during this pandemic are the strength in the real estate market and this country’s undying love for speculation. Each of these trends could play a role in what I consider two potential bull markets of the future: (1) The financialization of home equity (2) Sports gambling Let’s start with […]

Has the Market Changed at All Since the Bottom?

Reading Time: 4 minutes Not all bear markets are created equal but investors typically expect them to follow some fairly simple guidelines. The general rule of thumb is the smallest, junkiest, low-quality companies get crushed on the way down but then lead during the recovery because investors tend to avoid risk during a downturn and seek it out during […]

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