I’ve started publishing a more formal set of thoughts in research pieces on the Orcam website. I’ll be publishing this type of stuff on a monthly basis and hopefully it provides more in-depth commentary on macro concepts than the sort of stuff I write here which is generally on the fly and not as formally thought out as I wish.
If you want to read the November report see here.
The December report is here.
New monthly reports will always be posted in the Research tab on the front page of the website in case you want to track them down.
I hope you enjoy.
Mr. Roche is the Founder and Chief Investment Officer of Discipline Funds.Discipline Funds is a low fee financial advisory firm with a focus on helping people be more disciplined with their finances.
He is also the author of Pragmatic Capitalism: What Every Investor Needs to Understand About Money and Finance, Understanding the Modern Monetary System and Understanding Modern Portfolio Construction.