Ben Carlson

In The Investor’s Manifesto, William Bernstein lays out the four abilities every investors needs to be successful:

This past week I wrote about a possible melt up in the Nasdaq 100.

Why studying market history is so important.

I was in on Mad Men from the ground floor when it came out in 2007.

The 30 year Treasury yield is at its highest level since just before the Great Financial Crisis in 2007. Japanese long-term bond yields haven’t been this high all century.

You could argue that the past 10 years or so have created some of the fastest wealth in history.

I bought Exxon, Shell and Devon Energy in my traditional brokerage account back when oil was $0 a barrel. I’m sitting on some solid unrealized gains and feel that I need to rebalance my portfolio and lock in some gains. I wouldn’t even mind sitting on some dry powder for a market pullback. I feel like we’re one news announcement away from oil dropping like a lead balloon. What is the best way to determine a jump off point amid geopolitical uncertainty? Or will oil go higher if China starts buying from our US companies? Am I chasing another 10-15% upside before a larger drawdown? I’m 38 with a 4 and 6 year old, I max out my SIMPLE IRA yearly and have a 529 for kids. My investment style has always been a long term buy and hold, putting patience over the latest hot trend. I’m just feeling burned out from the market with AI and the fact that I’m addicted to logging into my account every day just to see what’s happening.

Consumer sentiment readings go all the way back to the early-1950s.

Someone alerted me Risk & Reward was the best seller 1 in stock market investing this week:

Today’s Talk Your Book is brought to you by Franklin Templeton: