Here are some things I think I am thinking about: 1) Class warfare – Nice or Not so Nice? Here’s a California Assemblywoman telling Elon Musk to “f$ck” off earlier [ … ]
Three Things I Think I Think – Myths that Never Die
Here are some things I think I am thinking about. 1) The government is running out of money – NOT. It’s hard to kill old myths. Really hard. I’ve spent [ … ]
The Zoom Climb Glide Path & Why the Age in Bonds Rule is Wrong
In aeronautics a “zoom climb” is when an aircraft accelerates at a very high rate of speed and then ascends sharply at a very steep rate. It’s often performed with [ … ]
Three Things I Think I Think – Dangerous & Terrible Stuff
Here are some things I think I am thinking about: 1) Are target date funds “terrible”? Here’s Peter Mallouk, CEO of Creative Planning, on Twitter saying that target date funds are [ … ]
It’s Time to Break the Debt Ceiling
Another year, another debt ceiling debate. I think it’s been over 10 years since I first talked about how ridiculous this all is. For those of you who have been [ … ]
Three Things I Think I Think – Not So Grande Stuff
Here are some things I think I am thinking about: 1) So, not so grande, eh? China Evergrande, the Chinese real estate developer has everyone worried these days about the [ … ]
Introducing the Discipline Fund ETF
I am thrilled to announce the first day of trading of the Discipline Fund ETF on the New York Stock Exchange under the ticker DSCF. Discipline Funds is a new [ … ]
Three Things I Think I Think – No, Those are Bad Laws
Lots of bad potential legal proposals this week. Let’s think about thinking about this stuff. 1) Let’s tax buybacks! Here’s a proposal to tax stock buybacks. There has been a [ … ]
Three Things I Think I Think – Bigly Things Brewing….
Here are some things I think I think. 1) Big Things Brewing. I have some HUGE personal/business news coming down the pipe next week. Tune in next Tuesday for more. [ … ]