Here are some things I think I am thinking about: 1) Inflation STILL Isn't Scary. In the wake of Wednesday's CPI report there were all sorts of scary narratives about how inflation is raging and [...]

So. Tariff Man is back and apparently more serious than ever. At least for now. Let's talk about the good, the bad and the ugly. I hope this doesn't sound political, but that's probably unavoidable. [...]

Here are some things I think I am thinking about: 1) The Lifetime of Stocks is...Shrinking. I loved this chart from Bank of America which shows the average lifespan of companies in the S&P 500 [...]

Here are some things I think I am thinking about this weekend. 1) There's Still a Strong Disinflationary Bias at Work. One of the most important pieces of news this week was the New Tenants [...]

Warning - This is probably an "old man screams at cloud" rant, but we all have to embrace our old age at some point so here goes nothing.... One of the great strengths of the [...]

Here are some things I think I am thinking about this weekend. 1) Buy Versus Rent. I enjoyed this conversation between Ben Carlson and Duncan Hill about buying versus renting. I'm increasingly convinced that almost [...]

Here are some things I think I am thinking about. 1) Book update. Please excuse the radio silence in recent weeks. I wrapped up my new book this week and I am just putting the [...]

Financial discipline is about organization and that begins with a proper set of goals to achieve over time. The end of the year is an ideal time to start planning for the year ahead and [...]

When the stock market booms like this we inevitably start getting questions about why we shouldn't be 100% stocks.1 More recently, the discussion has become even more concentrated as US stocks have outperformed international by [...]

Here are some things I think I am thinking about: 1) A Win for Assflation? My greatest contribution to the field of economics is my General Theory of Assflation. No, that's not a theory about [...]