3-16-26 Oil Shock: Markets Reprice Risk

2026-03-13

Retirement income planning isn’t just about withdrawal rates, portfolio construction, or tax strategies. For many retirees, the hardest part of retirement is psychological, not mathematical.

RIchard Rosso & Jonathan McCarty explore the psychology behind retirement spending decisions, including why retirees frequently leave large amounts of wealth unused and how behavioral finance shapes income planning.

#RetirementPlanning #RetirementIncome #BehavioralFinance #FinancialPlanning #InvestorPsychology

2026-03-10

Concerns about private credit have been rising recently, but the current situation appears to be a localized credit event rather than the start of a systemic crisis.

Years of abundant capital chasing yield pushed lenders to loosen standards, leading to weaker loans and higher risk.

As problems emerge, investors in private credit funds may request redemptions (as we have seen recently with Blackstone), putting pressure on these funds because they hold illiquid assets and often limit withdrawals.

While this can cause short-term stress and headlines, the scale remains small relative to the global financial system and is unlikely to trigger a crisis similar to 2008.

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2026-01-23

I have been a “South Park” fan for as long as I can remember, and while the show isn’t a market guidebook, its brutal satire cuts through nonsense better than many Wall Street commentaries. Just like on the show, characters make absurd decisions and face absurd consequences, which is familiar to investors today. For example, …

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2026-01-22

A Danish pension fund, Akademiker Pension, which manages roughly $25 billion in retirement assets for teachers, announced that it plans to sell all of its U.S. Treasury holdings by the end of January.

2026-01-20

Is buying a house still a good investment—or has the market pulled too much future return forward? Lance Roberts & Jonathan Penn break down the housing investment debate through a time-horizon lens, comparing housing to stocks, examining historical “win rates,” and explaining why transaction costs, leverage, and holding period matter far more in real estate than most buyers realize.

0:00 INTRO
0:19 – Moving into the Heart of Earnings Season
5:36 – Markets’ Price Consolidation Breaks to the Downside
9:51 – Lance & Jonathan’s Weekend Recap
11:36 – Collegiate Investors – Be Careful of Risk
16:35 – Don’t Invest Your Student Loan Money!
18:40 – Buying a House for Rental or Residence?
21:13 – It’s Always Something
23:32 – Housing – Net Worth or Liability?
26:34 – Fitting a House into a

2025-12-01

One of my favorite writers for the WSJ is Spencer Jakab, who recently penned an article explaining why a bear market is not necessarily a bad thing. He starts with a quote from “The Godfather.” ““These things gotta happen every five years or so, ten years. Helps to get rid of the bad blood…been ten …

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2025-10-07

Are markets completely disconnected from economic reality?
In this in-depth conversation, Lance Roberts sits down with Daniel LaCalle, Chief Economist at Tressis and author of "Freedom or Equality," to discuss the illusion of wealth, the rise of sovereign debt bubbles, and why the next financial crisis may already be unfolding beneath the surface.
Key takeaway: Markets may look strong, but the foundations are far weaker than investors believe.

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#GlobalEconomy #MarketReality #DanielLaCalle
#SovereignDebtCrisis