Here are some things I think I am thinking about:
Category: Most Recent Stories
Why A Euro Break-Up Doesn’t Scare Me
Sensible investing requires understanding to avoid overreaction. We are inherently afraid of things we don’t understand. Being in a foreign environment, for instance, is sometimes scary. Not because foreign environments [ … ]
Why “Buy Low and Sell High” is so Difficult to Implement
Warren Buffett once said: “investing is simple, but not easy”. Given his love of cheeseburgers and Diet Coke and also being 87 years old, he might not agree with this [ … ]
Three Things I Think I Think – So. Much. Politics.
1) Investing and Politics Don’t Mix. I posted this chart on Twitter the other day – it’s the MAGA ETF. Basically, the index provider took companies that are highly supportive [ … ]
Putting the Rise in Yields in Perspective
Is it just me or have there been a whole bunch of really scary sounding stories about rising interest rates in the last few months? While some of these worries [ … ]
Thoughts on the Swiss Project
Sorry for the radio silence these last 10 days. I was in Switzerland for work (and some fun). It was my first time there for an extended period and proved [ … ]
Three Things I Think I Think – China, Tesla And Weird Stuff
Here are some things I think I am thinking about:
Three Things I Think I Think – Marx, Value Stocks & Bitcoin
Here are some things I think I am thinking about:
The Fed is in a Pickle
Well, we’ve been here before. In 2006 house prices were booming, stock prices were surging and the Fed was raising rates aggressively trying to get ahead of what looked like [ … ]