People often ask me: “What’s the point of owning bonds with interest rates so low?” I’ve heard this question for most of my career and while the risk profile of [ … ]

Inflation is all the rage these days and it’s pretty much all I’ve been talking about lately. Here are some good resources I’ve produced in the last few weeks on [ … ]

One of the interesting things about going through the process of building an asset management company is that you can get bogged down in the regulatory weeds about the meaning [ … ]

Here are some things I think I am thinking about: 1) The One Income Family is Never Coming Back.  Here’s Blake Masters running on a platform for Arizona Senate that [ … ]

Twitter lit up over the weekend when Jack Dorsey said that hyperinflation is coming. Dorsey is a very vocal advocate of Bitcoin and of course, also the CEO of two [ … ]

The Federal Reserve has announced a sweeping set of strict rules to prohibit its employees from owning individual stocks, holding investments in individual bonds, holding investments in agency securities, or [ … ]

I’ve always loved Harry Browne’s Permanent Portfolio. The concept is so simple and clean – own equivalent ratios of assets that protect you in an “all weather” fashion: 25% stocks [ … ]

Well, it took me 10 years to kill it, but I finally did it. I killed the money multiplier. I kid of course. I didn’t do it on my own.¹ [ … ]

Here are some things I think I am thinking about: 1) Stocks are more like bonds than we want to admit. Eddy Elfenbein had a great post titled “What if [ … ]