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 [ … ]

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 [ … ]

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 [ … ]

If I had to summarize my view of the Efficient Market Hypothesis it would be this: Markets tend to be more inefficient in the short-term and more efficient in the [ … ]

Here are some things I think I am thinking about: 1) Lumber prices; 2) COVID outcomes; 3) The crazy stock market.

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.¹ [ … ]

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. [ … ]

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 [ … ]

I know. It’s getting to be a bit much. But I did another podcast. What the hell else am I gonna do on lockdown? Anyhow, I joined Dan Ferris on [ … ]