The Great Private Market Illusion: Why Public Equities Still Reign Supreme in the Age of Unicorns
September 24, 2026 By Ben Carlson Main Facts In contemporary financial discourse, a prevailing narrative has taken root among tech-savvy...
Investment Strategies
The Illusion of Easy Wealth: Why "Buy-and-Hold" Stock Picking is Failing Modern Investors
September 25, 2026 By Ben Carlson (Adapted for Financial Journal) Main Facts The traditional financial adage claims that even a...
The Great Disconnect: Why U.S. Consumer Sentiment Has Plummeted Amid Record Economic Prosperity
October 2, 2026 By Ben Carlson (Adapted and Expanded for Journalistic Analysis) Introduction: The Great Economic Paradox By almost every...
The Great Disconnect: Why the Stock Market is Shrugging Off Surging Bond Yields
October 1, 2026 By Financial Markets Desk Main Facts In modern finance, few formulas are treated as sacred text. Among...
Navigating the Economic Paradox: Highs in the Stock Market Meet Lows in Consumer Sentiment
Date: September 30, 2026 Author: Ben Carlson (Adapted from Animal Spirits) Sponsors: YCharts, Janus Henderson, and CraneShares Main Facts The...
Anatomy of a Non-Bubble: Why the 2020s Housing Market Defied Crash Predictions
Main Facts In the spring of 2021, when the Case-Shiller National Home Price Index had already climbed 16% in total...
The Most Brutal Bond Market in Modern Finance: Anatomy of a Historic Fixed-Income Meltdown and the Case for Recovery
Main Facts: The Unraveling of the Bloomberg Aggregate Bond Index For nearly half a century, the Bloomberg Aggregate Bond Index—colloquially...
Navigating the Noise: Inside the Latest Market Trends and Economic Insights with Ben Carlson
September 21, 2026 — In an era defined by rapid financial shifts, shifting monetary policies, and relentless market commentary, staying...
Navigating Market Volatility: Inside the Latest Insights from Ben Carlson and the Animal Spirits Podcast
September 28, 2026 — In an era marked by shifting macroeconomic currents, rapid technological advancement, and unpredictable market behavior, retail...
Echoes of 1873: Why History Warns Us That Today’s Greatest Economic Threat Isn’t the Bubble—It’s the Policy Mistake
September 20, 2026 By Ben Carlson (Adapted and Expanded for Financial Journal) Main Facts: The Parallels Between the 19th Century...
Navigating the Paradox: High Growth, Surging Inflation, and the Great Market Disconnect
September 27, 2026 By Ben Carlson 1. Main Facts: The Great Economic Paradox These are unprecedented and deeply contradictory times...
The 2026 Economic Paradox: Surging Inflation, Spiking Yields, and a Defiant Stock Market
September 15, 2026 By Financial Markets Desk Main Facts Financial markets and macroeconomic indicators are currently presenting a deeply counterintuitive...
