Animal Spirits puts bubble talk and AI stocks at center of new episode
The investing podcast’s latest episode covers market bubble chatter, AI stock rotation, housing stress and a mixed set of economic...
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Section
Opinion
BIS study finds rate hikes can lift private loan defaults
A BIS paper says higher policy rates have a modest average effect, but weak starting conditions can make defaults rise faster.
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Older homeowners are reshaping the housing math for younger buyers
Boomers’ wealth and reluctance to downsize are keeping more large homes out of younger families’ reach, according to reports from...
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Maggiulli says bestseller status can come with a price tag
The finance author says bestseller lists and social status signals can reflect money, distribution and gatekeeping as much as read...
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Study finds some stock news can take months to show up in prices
An NBER working paper says news that clashes with the market’s dominant story is often priced in slowly, especially at smaller com...
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U.S. economy tests old recession signals as growth holds up
A Wealth of Common Sense points to fewer recessions, frozen housing, steady yields and normal-looking growth as key investor quest...
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Climate news exposure tied to lower first-birth odds in UK study
Weychert et al. found age and partnership status mattered most, while climate concern mattered only when paired with heavy climate...
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Visible wealth can hide a weaker balance sheet
A personal-finance essay argues that status symbols and net worth both give incomplete pictures of what it means to be rich.
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Study finds people underestimate how often systems fail
Research by Lauren Eskreis-Winkler and colleagues finds a broad “failure gap” between public guesses and reported real-world failu...
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Animal Spirits frames Fed stock-buying debate around AI and market breadth
The investing podcast’s latest episode gathers signals on AI stocks, breadth and household equity exposure as the market’s role in...
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Market’s best days often arrive near its worst ones
A Wealth of Common Sense analysis says Bob’s buy-and-hold success came from time in the market, not from dodging volatility.
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Odd loan amounts may point to higher default risk, study finds
Research using Lending Club data found borrowers requesting less-rounded sums defaulted more often, even within similar credit-sco...
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