Warning – this one could put you to sleep if you’re not an econ nerd. I will do my best to translate this into English for those who feel like [ … ]
Category: Most Recent Stories
The Other Side of the Trade
Joe Biden will be the next President of the USA. To many people this is happy news. To many others it’s sad news. Like 2016, it was a remarkably close [ … ]
The Markets and the Economy Don’t Care About Your Politics
In 2017 I wrote a detailed post about how political biases consistently hurt people’s portfolios. In that post I provided some historical data showing that the President doesn’t determine market [ … ]
What the Heck Just Happened?
A post-election autopsy of what just happened and whether it matters…. 1) What Happened to the “Blue Wave”? As of this morning it looks like the Republicans will retain the [ … ]
Three Things I Think I Think – Grossly Rich Edition
Here are some things I think I am thinking about:
Three Things I Think I Think – Cycles, Hunting Biden and Hacking Life
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 [ … ]
Three Things I Think I Think – Muting Trump and Biden
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 [ … ]
The COVID Price Compression in Technology
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 [ … ]
Three Things I Think I Think – Lumbering Along
Here are some things I think I am thinking about: 1) Lumber prices; 2) COVID outcomes; 3) The crazy stock market.