the conclusion I come to is that credit card delinquencies might be worse than what’s currently expected.
Why the Stock Market Hasn’t Even Gotten Cheap Yet
We published this last night and the views started going through the roof almost immediately. I connected with Rob Arnott, who has taught me so much about investing over the years, and asked him about his latest investor presentation, The Death of Value Investing. Rob is the founding chairman of Research Affiliates, which has almost…
Clips From Today’s Closing Bell
Josh Brown’s Last Chance Trade: Slack from CNBC.
Clip From Today’s Markets In Turmoil
Worst that could happen: Roll back lockdown and get Covid-19 resurgence from CNBC.
Let’s not make things worse
The first thing you have to remember is that there are $34.6 trillion in retirement assets in the US.
Throwback to the Volcker Recession
Over the last 50 years, the three recessions with the highest share of temporary layoffs were followed by the fastest labor market recoveries
This Week on TRB
These were the most read posts on the site this week, in case you missed it:
How would you change your life if there were only ten years left?
This is one of the three questions George Kinder tells advisors to discuss with their clients
The Fed finds another kitchen sink to throw at us
This morning, Federal Reserve Chairman Jerome Powell will be speaking on the just-unveiled $2.3 trillion plan to get more money flowing throughout our shutdown economy. The Fed’s dual mandate is stable prices and full employment. This morning we learned that another 6 million people have filed for unemployment insurance last week, which is on top…
Clips From Today’s Closing Bell
Josh Brown on the state of the markets from CNBC.
