On U.S. outperformance and whether international stocks are still needed in your portfolio.
The New Currency is Attention
On the launch of Trump’s memecoin and why value creation will beat chasing trends in the long run.
Is There a Problem with Passive Investing?
On the legitimate issues of passive investing and why its fears have been overblown.
Are We Bullish Enough? (Redux)
Why the S&P 500 might double by 2030 and some other reasons to remain bullish.
Don’t Bet Against Biology
On physical decline and why prioritizing your health is one of the best financial decisions you can make.
The Ignorance of the Crowd
On the opinions of others and when the crowd can lead you astray.
Do As I Say, Not As I Did
On having consistency between your words and your actions.
My Favorite Investment Writing of 2024
My favorite investment posts from 2024, a bull market to remember.
Now Do Japan
On my recent trip to Japan and why your life’s work takes less time than you think.
3 Predictions for the Next 10 Years
My predictions on U.S. housing, AI, and the future of work over the next decade.
The Things You Can’t Buy
On getting engaged and the values that go beyond money.
Should You Ever Put More Than 20% Down on a Home?
On elevated interest rates and whether you should put more than 20% down on a home.
When Did this Bull Market Start?
On defining what starts a bull market and when our latest bull market began.
How to Change Yourself: Pain vs. Perceived Pain
On how to change yourself and the framework to make it easier.
How Much House is Too Much?
How much house is too much? Explore the data behind homeownership in the U.S. and what’s the ideal amount of home that you should consider owning.
The Low Stability of High Income
On the fickle nature of high income and what to do about it.
Do Vanguard, BlackRock, and State Street Run the World?
On my concerns (or lack thereof) of Vanguard, Blackrock, and State Street’s concentrated “ownership” of corporate America.
How Much is My Pension Worth?
On different pension types and how to accurately answer the question: How much is my pension worth?
Embrace the Uncertainty: On the Benefits of Upside Surprises
On upside surprises and why there is no great reward without great risk.
Are Demographics Destiny for the Stock Market?
How do demographics affect the stock market? Explore the complex relationship between population growth and stock returns.