The housing market, homebuilder stocks, how much mortgage rates matter to the economy, what if there is no next subprime, how to think about inflation and your portfolio, the difficulty of owning bonds when inflation is rising, the Fed's thoughts on inverted yield curves, where chocolate milk comes from, asset location and much more.
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Ben Carlson’s A Wealth of Common Sense)
Michael Batnick’s The Irrelevant Investor)
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