[embedded content] Join over 40,000 subscribers to The Compound on YouTube! Today on an all new edition of What Are Your Thoughts – Michael Batnick and Josh Brown discuss the hottest topics in the markets, including: * Gold versus the S&P 500, it’s closer than you think! * Today’s emerging market indexes look nothing like […]

Hot chart from WSJ looking at the history of international cooperation and trade. The article adopts the premise that the pendulum has already begun swinging away from the post-WWII era of globalism for a decade now, and the pandemic will only amplify the new trend toward protectionism, onshoring of supply chains, competition between the East […]

On this week’s new episode of my podcast, The Compound Show, I took a look at the fact that Chinese stocks seem to be rallying hard relative to the US because they’ve done a better job reopening their economy and avoiding resurgences and rollbacks. In fact, they’ve done a better job than most of the […]

My favorite investing podcast, Animal Spirits, just hit a major milestone this week and I’m so excited about this that I have to share it: Five million downloads since the podcast began. That’s a huge number. Animal Spirits began on a lark when my coworkers Michael and Ben wondered aloud whether anyone else would want […]

Emerging market stocks are up 16% since the beginning of June, versus a 5% rally for Europe and just 3% for the S&P 500. It’s a very short time frame and not particularly meaningful for most investors, but could it be the start of something larger? China, Japan and most European countries have handled their […]

Why did Warren Buffett do a complete about-face on the airline stocks and sell them at prices significantly below where he had been accumulating them just a few weeks before the pandemic? It’s obviously not because he panicked. Panic isn’t even in the Oracle’s repertoire. It might be because the world had so significantly changed […]

[embedded content] Just posted on The Compound YouTube channel: Josh is joined by Noah Kerner, CEO of Acorns, one of the most popular investing apps in America. More than seven million customers use the Acorns app to turn small change into big savings, and Noah’s goal is get the next generation of investors started even […]

You know Hancock and Washington and Franklin and Jefferson. You might even know Greene and Knox, Henry and Hale. And we know you know Hamilton, pretty tough to escape that one these days! But it is very unlikely that you know the name Haym Solomon. This is unfortunate, because he’s the guy who arranged financing […]

Some really great points and charts in the new Animal Spirits this week… [embedded content]

Look at the top six holdings in Vanguard’s REIT ETF (ticker VNQ), they’re all technology plays – ecommerce fulfillment, cloud computing, data centers, wireless cell towers, etc. These technology bets now comprise a third of the real estate sector’s market cap weighting. The new episode of my podcast went up today, as it does each […]