Ben Carlson

Ben Carlson


Trying to bring some common sense to the world of finance. Book: https://t.co/c53AckMaZF Podcast: https://t.co/GrhZZzIjLv

166237 followers  •  628 follow  •    •   https://t.co/Md4o8cTyjS

The Nasdaq 100 is even crazier: 2009: +54.7% 2010: +19.9% 2011: +3.4% 2012: +18.1% 2013: +36.6% 2014: +19.2% 2015: +9.5% 2016: +7.1% 2017: +32.7% 2018: -0.1% 2019: +39.0% 2020: +48.6% 2021: +17.6% Some thoughts here:

Housing prices are now up nearly 40% from the mid-2000s bubble peak The US stock market is now up ~275% from the 2007 debt bubble peak Sometimes the best investment strategy is just waiting

The labor shortage is now impacting my favorite Chinese lunch spot One of my biggest worries here is we’re just going to get more dominance from national chains and most of the smaller restaurants are screwed

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Hustle Twitter: Here are 17 things I know at age 22 that I wish I knew at age 21 and 9 months Time for a thread y’all

Animal Spirits: We Love to Spend Money Why is bitcoin rising again? Selling crypto to fund a house down payment The shortest recession in history Are housing prices finally cooling off? The Robinhood IPO Is HBO Max the best streaming service?

This chart It's like the 1987 of recessions

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Got my Robinhood IPO share allocation today

First time back in NYC in a year and a half I definitely missed this city

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Inflation: 5.4% 10 yr bond yields: 1.4% Bitcoin: 50% off its highs Gold: flat over the last year Inflation hedging: not as easy as it sounds

My all-time favorite Bezos anecdote is Harvard business school students giving him feedback on Amazon in 1997

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Investors in 2020: Beating the stock market is easy The stock market in 2021:

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This pandemic is going to change consumer behavior for the rest of history Wait what?

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Tech investors explaining their 3 day bear market to value investors

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Dave Portnoy outperforming Warren Buffett this year is not something I had in my 2020 outlook

Annual income earned on $100k in a savings acct: 1996 - $5,000 2000 - $6,000 2006 - $4,510 Now - $280 Based on the rule of 72, I estimate it will take forever to double your $$$ in a savings acct

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S&P 500 calendar returns since 2009: 2009: +25.6% 2010: +14.8% 2011: +2.1% 2012: +15.9% 2013: +32.2% 2014: +13.5% 2015: +1.4% 2016: +11.8% 2017: +21.6% 2018: -4.2% 2019: +31.2% 2020: +18.0% 2021: +18.4% Is this the best market environment millennials will ever see?

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