A Wealth of Common Sense

Focusing on wealth management, investments, financial markets and investor psychology

Read More

The latest theses, insights, and blog posts from A Wealth of Common Sense

Signs of a Top

December 20, 2024

Animal Spirits: Eff You Money

December 18, 2024

The 3 Best Inflation Hedges

December 13, 2024

Do We Need More Bubbles?

December 02, 2024

Is It Too Late to Buy Bitcoin?

November 28, 2024

Why I’m Selling Some Bitcoin

November 24, 2024

The Wall of Worry is Dead

November 23, 2024

The Miracle of U.S. Equities

November 19, 2024

Are U.S. Stocks Overvalued?

November 15, 2024

Election Market Overreactions

November 08, 2024

1999 vs. 2024

November 03, 2024

The Curse of Early Success

October 29, 2024

The 5 Levels of Intelligence

October 27, 2024

Am I a Permabull?

October 24, 2024

The New Normal of Negativity

October 20, 2024

The Inheritance Battle

October 18, 2024

Sequence of Returns

October 17, 2024

High Earner Not Yet Rich

October 11, 2024

A Little Money Perspective

October 06, 2024

An Epic Bull Market

September 27, 2024

Planning For Early Retirement

September 26, 2024

My Career Path

September 20, 2024

10 Money Revelations in my 40s

September 15, 2024

Can This Continue?

September 10, 2024

Animal Spirits: Founder Mode

September 04, 2024

Rich vs. Wealthy

August 30, 2024

Financial Voices I Ignore

August 27, 2024

How to Predict a Recession

August 13, 2024

This is Normal

August 04, 2024

Some Crazy Charts

August 02, 2024

The 11th Commandment

July 26, 2024

How Bull Markets Work

July 02, 2024

Is Europe a Buy Here?

June 28, 2024

Bull Market Headlines

June 25, 2024

The Bottom 50%

June 07, 2024

The Minsky Market

June 04, 2024

10 Years From Now

April 30, 2024

How to Lie With Charts

April 08, 2024

So Much Money Everywhere

March 17, 2024

Long-Term Recency Bias

March 12, 2024

Animal Spirits: Now Show Japan

February 28, 2024

The 3 Ways to Get Rich

February 23, 2024

Creating Generational Wealth

February 22, 2024

Macro is Hard

February 09, 2024

17 Thoughts About Money

January 30, 2024

Equal Weight Investing

January 11, 2024

2023: It Was a Good Year

December 31, 2023

Investing in Middle Age

December 29, 2023

10 Questions For 2024

December 28, 2023

The Biggest Risk in 2024

December 26, 2023

The Best Books I Read in 2023

December 24, 2023

Rich Author, Poor Readers

December 15, 2023

8 Things I Think I Think

December 10, 2023

$5 Million is Nothing

December 08, 2023

Successful Investing is Hard

December 03, 2023

Everyone is Irrational

December 01, 2023

Power Laws in the Stock Market

November 16, 2023

Yield Sells

November 10, 2023

How to Become a Millionaire

November 05, 2023

Stop Betting Against America

October 20, 2023

The Price of Success

October 17, 2023

Experts vs. Amateurs

October 05, 2023

The 3 Types of Jobs

September 28, 2023

Animal Spirits: House Poor

September 27, 2023

Where the Housing Bubbles Are

September 26, 2023

How to Outperform

September 22, 2023

The Evolution of Retirement

August 29, 2023

The Luckiest Generation

August 25, 2023

The 3 Kinds of Inflation

June 27, 2023

The Rebalancing Bonus

June 08, 2023

Paper Bears

May 16, 2023

When Can I Retire?

April 04, 2023

Careful What You Wish For

March 26, 2023

The Happiness Paradox

March 21, 2023

Volatility is Nothing New

March 19, 2023

Is My Money Safe?

March 16, 2023

Bank Runs, Now & Then

March 12, 2023

Animal Spirits: Ready to Pop

February 08, 2023

Entertainment vs. Investing

February 08, 2023

Is Parenting Harder Today?

February 03, 2023

6 Questions I’m Pondering

January 27, 2023

Perfect is the Enemy of Good

January 24, 2023

The Long-Term Wins

January 15, 2023

One More Prediction For 2023

January 06, 2023

The Best Books I Read in 2022

December 26, 2022

Animal Spirits: Peak Inflation

December 14, 2022

Talk Your Book: Insourced CIO

December 12, 2022

Some Thoughts About Investing

December 11, 2022

Don’t Try to Get Rich Twice

December 06, 2022

The S&P 500 is Not the Economy

November 25, 2022

Who Wants to Be a Billionaire?

November 18, 2022

Getting Long-Term Bullish

October 02, 2022

Something I Was Wrong About

September 30, 2022

What is the Fed Doing?

September 25, 2022

Filling Up Your Dream Bucket

September 15, 2022

Interest Rates vs. Inflation

September 06, 2022

Living Like Nothing Matters

September 05, 2022

Tough Talk From the Fed

August 30, 2022

Two Predictions

August 26, 2022

Exceptions to the Rule

August 23, 2022

When is a Bear Market Over?

August 11, 2022

Debt Denominator Blindness

August 09, 2022

The Michael Scott Economy

August 07, 2022

The Price of Admission

August 02, 2022

Was That the Bottom?

July 29, 2022

Stocks For the Long Run

July 15, 2022

S&P 500 Sector Quilt

June 12, 2022

Bear Market Hedges

May 26, 2022

The Next Recession

May 17, 2022

Paying For College Twice

April 21, 2022

Complicated Geniuses

April 17, 2022

NFTs for Charity

March 30, 2022

Animal Spirits NFT Drop

March 26, 2022

The Stagflation Risk

March 24, 2022

Money, Power or Fame?

March 21, 2022

Different Kinds of Sad

March 18, 2022

The Stock Market is Heartless

February 25, 2022

Is Housing a Good Investment?

February 11, 2022

Golden Age Thinking

February 10, 2022

The 8 Biggest Investing Myths

February 06, 2022

The Best Books I Read in 2021

December 28, 2021

My Favorite Charts of 2021

December 27, 2021

Strategy Follows Structure

November 30, 2021

Growing Accustomed to Fear

November 28, 2021

Two Things That Are Both True

November 21, 2021

Buying Low Is the Easy Part

November 12, 2021

The 3 Levels of FOMO

November 05, 2021

Markets in Everything

November 02, 2021

This Market Makes No Sense

October 01, 2021

Save Now, Buy Later

September 26, 2021

Animal Spirits: The Next Lehman

September 22, 2021

Why Financial Manias Persist

September 13, 2021

Animal Spirits: The Big Long

September 01, 2021

Inflation vs. Wages

August 20, 2021

Even Richer People

August 19, 2021

All or Nothing Markets

August 16, 2021

As Good As it Gets?

July 26, 2021

What it Means to be Rich

July 25, 2021

The Rebirth of the IPO

July 12, 2021

Bulls on Parade

July 11, 2021

The Robinhood Conundrum

July 06, 2021