All articles from A Wealth of Common Sense

Updating My Too Hard Pile

Are software stocks a buy here? The post Updating My Too Hard Pile appeared first on A Wealth of Common Sense. ...

Animal Spirits: What Would You Do With $3 Million?

On today's show we discuss how the bull market is changing shape, software stocks getting slaughtered, it's finally a stock picker's market, Anthropic changed the AI narrative, ex-Mag 7 is finally wor

Markets Are Now a Beauty Contest on Steroids

The John Maynard Keynes beauty contest is alive and well in today's market. The post Markets Are Now a Beauty Contest on Steroids appeared first on A Wealth of Common Sense. ...

Talk Your Book: The Three A’s of the U.S. Economy

On today's Talk Your Book, we speak with the Motley Fool's Bill Mann about asset prices, artificial intelligence, affluent consumers and what it all means for the stock market. The post Talk Your Book

Iceberg Crashes

PayPal is one of the great technology stories of the past 30 years. The payments company was founded in the dot-com bubble. The PayPal Mafia of founders and employees who struck it rich when the compa

Some Things I’ve Been Wrong About

Some thoughts on bitcoin, gold, DoorDash, AI, the Lions, interest rates and more. The post Some Things I’ve Been Wrong About appeared first on A Wealth of Common Sense. ...

Investing a Lump Sum of Cash in This Market

A reader asks: My partner and I are both 30 y/o and operate a small business. We made the max SEP IRA contribution in December 2025 of $70k; then another max contribution for FY 2026 of $72k in Januar

Animal Spirits: Gold’s 1987 Moment

On today's show we discuss the never-ending news cycle, the gold/silver crash, how the Internet changed markets forever, the commodities supercycle, emerging markets are on fire, the new Fed chair, th

Why I’m Not Worried About a Weaker Dollar

The dollar continues falling, now down around 11% from January 2025 levels: This is a big move by currency standards, especially the global reserve currency. When you see a move this big in something

Talk Your Book: Investing in a Concentrated Stock Market

On today's show we speak to Matthew Bartolini about stock market concentration, the S&P 493 vs. the Mag 7, dividends vs. share buybacks and more. The post Talk Your Book: Investing in a Concentrated S

Social Security FAQ

Answering your biggest questions about Social Security. The post Social Security FAQ appeared first on A Wealth of Common Sense. ...

Housing Price Inflation

Why does housing cost so much? The post Housing Price Inflation appeared first on A Wealth of Common Sense. ...