Here are some things I think I am thinking about: 1) Who Owns the Fed’s Losses? Here’s an interesting article about the Fed’s losses. Since they started raising rates late [ … ]
Category: Most Recent Stories
Your Balanced Index Still Isn’t Balanced
As a general rule I like simple indexing strategies like a 60/40 stock/bond portfolio, for the right person. It’s perfectly consistent with what I would call a “discipline based investing” [ … ]
The Fed’s Policy Mistake has Been Made
Earlier this year I said the Fed was on the verge of a policy mistake. My basic thinking on this was as follows: Excesses in the financial markets and economy [ … ]
Is This the Return of the 1970s?
Another hot inflation reading this morning with CPI coming in at 6% on the headline. The good news (if there is any) is that it does look like year over [ … ]
Three Things I Think I Think – Government Bankruptcy, Misery & the Return of the 70s
Here are some things I think I am thinking about: 1) The US Government Still isn’t Bankrupt. Kim Dot Com, a New Zealand based technologist wrote a viral thread on [ … ]
Is the Dollar Losing Reserve Currency Status?
Here’s a special Myth Busting edition of Three Minute Money. In this video I cover the topic of reserve currencies and whether the US Dollar is losing its status as [ … ]
Three Minute Money – Understanding Banking & Inside Money
New video out today! In this video we cover the basics of banking and inside money. We describe how banks work and how they make loans which create deposits. We [ … ]
Three Things I Think I Think – Bonds, Bear Markets & ESG
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 [ … ]
Three Things I Think I Think – When Things Break
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 [ … ]