Here are some things I think I am thinking about: 1) Hedge Funds aren’t stocks. Here’s a great piece by Cliff Asness on the improper comparison between stocks and hedge funds. [ … ]
Category: Most Recent Stories
Three Things I Think I Think – Trump Tweets
Here are some things I think I am thinking about:
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: