I am a big fan of looking at things through the lens of the sectoral balances. For instance, I sometimes post this chart on this website which depicts the government’s [ … ]

Here are some things I think I think about Ray Dalio’s provocative piece titled “The World Has Gone Mad and The System is Broken”. So…Ray Dalio wrote a short piece [ … ]

I’m a permaeverything. Not a permabear. Not a permabull. A permaeverything. What the hell does that mean? It means I try to always maintain a relatively balanced exposure across my [ … ]

Here are three things I think I think about the Nationals winning the World Series¹: 1) Patience. Prior to the 2019 MLB season the Nationals were 18/1 odds to win the [ … ]

Here are some things I think will make you mad to think about: 1) Did Adam Neumann deserve to make a billion dollars? I asked a controversial question on Twitter [ … ]

This is probably the most important thing you can learn about allocating your savings: No one really knows what individual firms are worth at any given time. When you recognize [ … ]

Here are some things I think I am thinking about: 1. Do you need gold if it all comes crashing down? The Dutch Central Bank stated that we would need gold [ … ]

Here are some things I think I am thinking about on this beautiful Wednesday before the Washington Nationals defeat the Los Angeles Dodgers¹: 1) Should we ban billionaires? Bernie Sanders says [ … ]

I hate short-termism and anything that feeds on it (financial news, get rich quick schemes, etc). It is, in my opinion, one of the most destructive aspects of any financial [ … ]