stock market 6
- Mega-cap stocks are unlikely to dominate the stock market forever.
- Rising concentration in the stock market is a feature of bull markets rather than a warning sign.
Ben Carlson
Director of institutional asset management at Ritholtz Wealth Management and author of the blog A Wealth of Common Sense, which argues most of investing is behaviour rather than analysis.
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What Ben Carlson says most about
investing 5
- This period has been one of the best times for individual investors to outperform the market.
- Venture capital investing is a power-law strategy where a small number of big winners are expected to make up for many losses.
government 3
- Government borrowing through the financial crisis and the pandemic was a good trade, because it repaired household balance sheets.
- The real danger of high government debt is the policy errors it provokes, not a debt crisis.
interest rates 3
- The Federal Reserve will keep raising interest rates as long as inflation stays above target and economic growth remains strong.
- Inflation could stay elevated for a while even as the Fed keeps raising rates, because of war-driven costs and AI capital spending.
public debt 3
- Government borrowing through the financial crisis and the pandemic was a good trade, because it repaired household balance sheets.
- The real danger of high government debt is the policy errors it provokes, not a debt crisis.
fiscal policy 2
- Government borrowing through the financial crisis and the pandemic was a good trade, because it repaired household balance sheets.
- The real danger of high government debt is the policy errors it provokes, not a debt crisis.
inflation 2
- The Federal Reserve will keep raising interest rates as long as inflation stays above target and economic growth remains strong.
- Inflation could stay elevated for a while even as the Fed keeps raising rates, because of war-driven costs and AI capital spending.