I joined Stig and Preston again on The Investor’s Podcast to talk about about contrarian market ideas at the start of 2020. Topics include: Why you can’t truly be a [ … ]
Category: Most Recent Stories
Let’s Talk About the Utility of Balance Sheet Consolidation
I caused a bit of a fuss in my last post regarding MMT and what I believe is an obscure consolidation of government entities in their accounting. But I want [ … ]
Does War Matter for Your Portfolio?
Happy new year everyone. I hope it’s off to a bombastic start. Too early for that joke? Okay. Sorry. Anyhow, with the news in Iran and the potential of another [ … ]
What Should You do When the Stock Market Goes Bonkers?
The stock market was sneaky strong this past year. The MSCI All World Index was up 27% in 2019. The S&P 500 was up 31%. Those are big numbers when [ … ]
How the Democrats Can Embrace Capitalism and Crush Donald Trump
I see a growing narrative in some wings of the Democratic party arguing that Capitalism is the cause of all the world’s current ills. This is wrong in a very [ … ]
A Pragmatic View on the Existence of Billionaires & Government
I’ve spent a lot of time defending the government on this website. And I’ve also spent a lot of time defending capitalism on this website. To me, they are both [ … ]
Intangible Returns
Financial professionals love to talk about beating the market. I won’t bore you again with why this is the wrong mindset for most people when they allocate their savings. In [ … ]
Three Things I Think I Think – More on Socialism
Here are some things I think I am thinking about: 1) Scandinavia really isn’t Socialist. I got a lot of emails over the weekend about my piece on Socialism and [ … ]
Do Rich People Debunk MMT?
Someone emailed me this Tweet about MMT asking whether I thought it was accurate or not: Okay. Disclaimer – I like a lot of what MMT says. But they take [ … ]