The Compound

"Almost every investor with a lump sum of cash to invest assumes anything that can go wrong will go wrong when they put the money to work." 🤕

Investing a Lump Sum of Cash in This Market - A Wealth of Common Sense A reader asks: My partner and I are both 30 y/o and operate a small business. We made the max SEP IRA contribution in December 2025 of $70k; then another max contribution for FY 2026 of $72k in January 2026. The SEP IRA has $365k total market value and now about $145k in cash. My...

"Gains in moderation, given what’s gone on over the last three years, are better than a parabolic, blow-off top." 😐

Prices Change Faster Than Stories Tuck this stock market lesson away and keep it with you always

"For investors, the key question is whether a SCOTUS decision affirming the appellate court’s rejection of the tariffs will be easy for the administration to circumvent." 🧑‍⚖️

It’s Tariff Week! * - The Big Picture * Hopefully…   This is likely the week the Supreme Court issues a ruling on the IEEPA tariffs in place since April 2025 (excluding the 90-day suspension, and other sundry modifications, revisions, pauses, exemptions, etc.). As I noted from the start, this is a deeply flawed policy of questionable...

Housing prices simply don’t fall that often on a nationwide basis." 🏘️

Is a House Still a Good Investment Right Now? - A Wealth of Common Sense Is housing a good investment right now?

Foreign developed and emerging market stocks both outperformed the U.S. stock market by double digits." 🌍🌏

6 Surprises From 2025 - A Wealth of Common Sense Some things that were surprising in 2025.

"While investment skill matters, many times, how the market does matters more. In other words, pray for beta, not alpha." 🙏

Pray for Beta, Not Alpha Why the market's performance matters more than your skill—and what you should actually optimize for.

"The idea of people replacing their financial advisors with commoditized, automated asset allocation is now, in the year 2025, as dead as a doornail." 🪦

The war is over. Human advisors won. Wildly wrong predictions from a generation ago are laughable today

In the past 5 years or so, the number of people with concentrated stock market gains has grown by leaps and bounds." 🤸

Concentrate to Get Rich (or Poor) - A Wealth of Common Sense The pros and cons of concentrated investing.

When Alts Go Bad: The BlueRock Blowup and a Liquidity Wake-Up Call🎙️

Michael Batnick is joined by Leyla Kuni, co-founder of to dive into one of the most misunderstood and increasingly controversial corners of investing: alternatives. We’re going to break down what actually went wrong, how interval funds really work when markets turn, and most importantly, what investors and advisors must understand before allocating capital to alternative investments👇🔥🆕

YouTube⏯️youtu.be/GebvyuWbmeE

Sponsored by: VanEck