Horizon's Ladner on being 'uncomfortably comfortable' with the good times ahead

Scott Ladner, chief investment officer at Horizon Investments, says the market entered the year "with some pretty nice tailwinds all hitting at the same time," which has the economy set up for growth that he thinks will push the stock market to its fourth straight year of double-digit gains. Ladner recognizes that the market is enjoying current conditions, but he doesn't see major risks as being high-probability events this year, and instead finds his discomfort and nervousness in riding along with the consensus that conditions are so good.

In the Book Interview, Danny Funt discusses "Everybody Loses: The Tumultuous Rise of American Sports Gambling, which looks at the evolution of the gaming industry to the detriment of most people attracted to it, and the worrisome methods that the industry's power players are using to bleed sports gamblers dry.

Jaime Seale discusses the Millennial Home Buyer Report for 2026 out from Clever Real Estate, which found that 40% of millennial home buyers say they 're desperate to buy a home this year, so much so that a high percentage of them would spend half or more of their monthly income on a home. That's bad financial math, which shows why so many feel the American Dream of home ownership is slipping away.