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Latest Market Nonsense
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Latest Market Nonsense

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Pants on the Ground

Category

bonds, risk, Investing, policy

Pants on the Ground

Jun 25, 2026

The bond market may surprise you.

The Problem with Your Portfolio

Category

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The Problem with Your Portfolio

Jun 18, 2026

An exclusive peek at my new book, The Awesome Portfolio.

“Marie Kondo” Your Portfolio

Category

Mindset, Investing

“Marie Kondo” Your Portfolio

Jun 11, 2026

When it is time to sell, it is time to sell.

Angry Bear Cave

Category

Investing, Risk, bonds, Sentiment

Angry Bear Cave

Jun 4, 2026

The stock market is now the most overvalued in history.

You Don’t Own Enough Bonds

Category

bonds, Risk, Sentiment, Investing

You Don’t Own Enough Bonds

May 28, 2026

I see compelling value in bonds right now.

The Urge to Splurge

Category

Risk, Mindset, life

The Urge to Splurge

May 21, 2026

A little bit of debt is not going to kill you.

What It Felt Like

Category

Investing, Sentiment, Risk

What It Felt Like

May 14, 2026

I have never seen anything like this, and I have seen a lot.

Predicting the Future

Category

Investing, Mindset, Sentiment

Predicting the Future

May 7, 2026

Here’s a good jumping-off point for building a portfolio.

Where the Deer and the Antelope Play

Category

Investing

Where the Deer and the Antelope Play

Apr 30, 2026

Last year, I expressed bullishness on small-cap stocks, particularly small-cap value.

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