Canada and the UK have announced the successful conclusion of negotiations on an interim trade agreement, which will be in place as they work toward a comprehensive post-Brexit free trade deal.
The Portfolio Puzzle of Our Lifetime
This is the thing we all need an answer for – starting valuations for stocks have rarely been higher, while starting bond yields have never been lower. Can stocks return enough going forward to overcome this hurdle? Will bonds deliver the hedge against volatility investors are counting on? On this week’s podcast, I’ve brought on […]
Thankful
This summer we redid the firm’s corporate site. The original version was terrible, but we were all so busy that we basically let it stand for almost seven full years. Nobody had time to own the project. Hard to believe, but it’s true. We have a photographer in-house and under normal circumstances I would have […]
Morgan Housel, Christine Benz, Brian Portnoy and I Talk Money & Investing
[embedded content] Thanks so much to Portnoy for organizing and to Morgan and Christine for taking part. I’m told the next batch of books will be available on 12/7 – go reserve your copy now and consider giving them out for Christmas to the investors in your life. Amazon link here.
The Bears Get Slaughtered. Again.
[embedded content] Subscribe! On an all-new episode of What Are Your Thoughts, Michael Batnick and Josh Brown discuss the biggest topics on Wall Street this week, including: All the ingredients seem to be in place for a market melt-up into year end – or did that already happen? The Armageddonists – JP Morgan’s Michael Cembalest […]
The Fortune 2021 Roundtable
Special thanks to Fortune Magazine for inviting me to participate in the 2021 Roundtable this year. It was great catching up with Savita and the whole gang, talking about what investors should be expecting in the year to come. I have more perspective than I have predictions, but I did go on a fun little […]
Who are you listening to?
This is a repeated theme I come back to time and again. Who are you listening to? Not who as in what is their intelligence level or what is their pedigree – who as in what are the incentives that drive their commentary? Are they investors answering to clients or just guys doing newsletters, with […]
Book Signing Food Drive Raises $10,000 and Counting for Families in Need!
I am so utterly overwhelmed with gratitude toward all of you who answered the call this past week to help me feed hungry families in the community this holiday season. When I asked for $50 donations to the Harry Chapin Food Bank – LI Cares in exchange for me signing a copy of the new […]
New Home Sales up a cartoonish 48% year-over-year! LOL
This is one of the big things I had right from the start of the pandemic – that the combination of demographics, suburban flight, plunging interest rates and the idiosyncrasies of pandemic-induced lockdowns would produce a housing and remodeling boom. I had some stuff wrong but this was the big thing you had to know […]
My appearance on Infinite Loops with Jim O’Shaughnessy
James O’Shaughnessy is one of the best people I’ve ever met in our business. About a decade ago, he was making the rounds talking to financial media about the latest edition of his bestselling book, What Works On Wall Street. He came by to see Barry and I got to be a fly on the […]