A post-election autopsy of what just happened and whether it matters…. 1) What Happened to the “Blue Wave”? As of this morning it looks like the Republicans will retain the [ … ]
Three Things I Think I Think – Grossly Rich Edition
Here are some things I think I am thinking about:
Three Things I Think I Think – Cycles, Hunting Biden and Hacking Life
Here are some things I think I am thinking about: 1) When the boom doesn’t cause the bust. The new Howard Marks missive is typically excellent. Howard cites something that [ … ]
Government Bond Markets Aren’t “Free” Markets
This is one of those posts that is operational in nature, but will sound political to some people. Before you send me a mean email please try not to politicize [ … ]
Three Things I Think I Think – Muting Trump and Biden
Sorry for the recent radio silence. I’m trying to focus my energy on writing about the markets when it’s pertinent as opposed to just spewing a daily or weekly note [ … ]
Three Things I Think I Think – Lumbering Along
Here are some things I think I am thinking about: 1) Lumber prices; 2) COVID outcomes; 3) The crazy stock market.
Three Things I Think I Think – Moar Stuff
Here are some things I think I am thinking about: 1) Moar Home Owners? There was a funny (and serious) Tweet going around in recent days. This made me laugh.ยน [ … ]
The Investor’s Podcast Interview
You’re not gonna believe this, but I recorded a Podcast recently. But trust me, this one is really good. I joined Stig Brodersen and Preston Pysh on The Investor’s Podcast. [ … ]
Three Things I Think I Think – Bad Tweets Edition
Here are some things I think I am thinking about…there are a lot of bad tweets these days. Come to think of it, maybe all tweets are bad tweets. But [ … ]