Here are some things I think I am thinking about: 1) Is The Bond Bear REALLY Over Now?  JP Morgan issued a bottom call in bonds yesterday. The basic thesis [ … ]

Here are some things I think I am thinking about: As a housekeeping note – check out my new YouTube channel. It’s short hits on money and finance so people [ … ]

Here are two short videos discussing the current market environment and how we can think about navigating it. In short, I am feeling very cautious about the next 18-24 months [ … ]

Here are some things I Think I am thinking about: 1) Here’s a new episode of Three Minute Money. This one is “Where Does Money Come From?” I’m still getting [ … ]

Here are some things I think I am thinking about: 1) Three Minute Money – What is Money? Here’s the first installment of Three Minute Money, my new YouTube series. [ … ]

I listen to a ton of YouTube and podcasts these days, but have to be honest – I just don’t have the patience or time for the long videos anymore. [ … ]

This note is intended to provide some perspective on what appears to be turning into an increasingly speculative fervor in residential real estate. I hope it provides some practical views [ … ]

A few years ago I wrote a post about how I was having trouble constructing portfolios that could meet a conservative 4% rate of return. With bond yields near 0% [ … ]

One of the most valuable lessons from the Financial Crisis was that banks don’t lend their reserves to non-banks in the way that the textbook money multiplier implied. This had [ … ]