All articles from A Wealth of Common Sense
The Biggest Risk in 2026
How to think about risk in the stock market. The post The Biggest Risk in 2026 appeared first on A Wealth of Common Sense. ...
A 30% Decline in the Stock Market
Time traveling in the stock market. The post A 30% Decline in the Stock Market appeared first on A Wealth of Common Sense. ...
Animal Spirits: The Biggest Risk in 2026
On today's show we discuss what a normal year in the stock market looks like, time traveling through drawdowns, the case for small/mid cap stocks, how many stocks double each year, record cash balance
How to Beat the 4% Rule
I spoke with Stefan Sharkansky about his new research paper, "The Only Other Spending Rule Article You Will Ever Need." The post How to Beat the 4% Rule appeared first on A Wealth of Common Sense. ...
Talk Your Book: A Tactical Strategy That Actually Works
On today's Talk Your Book we speak with Dan Russo from Potomac Fund Management about the bear market in diversification, trend-following, quantitative tactical asset management and more. The post Talk
The Best Books I Read in 2025
My annual book list. The post The Best Books I Read in 2025 appeared first on A Wealth of Common Sense. ...
Concentrate to Get Rich (or Poor)
The pros and cons of concentrated investing. The post Concentrate to Get Rich (or Poor) appeared first on A Wealth of Common Sense. ...
6 Simple Ways to Improve Your Investment Performance
Some thoughts on how to simplify your investments and improve performance. The post 6 Simple Ways to Improve Your Investment Performance appeared first on A Wealth of Common Sense. ...
Animal Spirits: All-Time Highs Should Feel Better Than This
On today's show we discuss the stock market rally is broadening out, no one wants an AI bubble, the return outlook for 2026, Howard Marks on how to invest today, hedging an AI bubble, concentration ri
On The Benefits of Reading
How reading changed my career. The post On The Benefits of Reading appeared first on A Wealth of Common Sense. ...
Talk Your Book: The Anti-AI Portfolio
On today's Talk Your Book we speak with John Neff, portfolio manager and CIO, from Akre Capital Management about the firm's concentrated stock portfolio, how to hold stocks for the long-run, beating t
The Best Hedge
I shared this chart of inflation by decade this past week: I got a follow-up question in my inbox about this one from a reader: What’s the investment implication of your inflation chart? Should I own
How to Become a Moderate Millionaire
How to become a millionaire. The post How to Become a Moderate Millionaire appeared first on A Wealth of Common Sense. ...