Market Sentiment

Market Sentiment

Home
Notes
Start Here
Great Stories
Market Sentiment Pro
About
Green paper is not evergreen. Gold is.
Dollars, euros, and yen can be printed at will; gold remains scarce.
 • 
Market Sentiment
1
The problem with averages
Kelly Criterion and Portfolio Allocation
 • 
Market Sentiment
How safe are stocks in the long run?
Evaluating data from 39 developed countries over 150+ years
 • 
Market Sentiment
17
The 1%
Where do millionaires invest their money?
 • 
Market Sentiment
Shannon's Demon
The most important investing idea you've never heard of
 • 
Market Sentiment
1
Tariffs
Shooting ourselves in the foot
 • 
Market Sentiment
2
The Problem with the Magnificent 7
What got you here won't get you there
 • 
Market Sentiment
6
Leveraged ETFs
To lever or not to lever?
 • 
Market Sentiment
6
Should your portfolio be 100% stocks?
Risk is an arbitrary concept until you experience it.
 • 
Market Sentiment
4
Next decade for U.S. equities
What will it take to have a repeat of the past decade?
 • 
Market Sentiment
Value Investing
Price is what you pay, value is what you get
 • 
Market Sentiment
Great Expectations
You might not make the returns your parents made
 • 
Market Sentiment
1
© 2025 Market Sentiment, Inc.
Privacy ∙ Terms ∙ Collection notice
Start writingGet the app
Substack is the home for great culture