Here are some things I think I am thinking about: 1) Shrinkage in the markets!  There has been a lot of chatter lately about the shrinking of the public markets. This [ … ]

Here’s a clip from last night’s episode of Hard Knocks: Training Camp with America’s Worst Football Program.¹ In the clip Carl Nassib gives his teammates a lesson in investing: He [ … ]

Oh yeah baby. This the post you have not been waiting for – all Tesla all the time. Here are three things about Tesla I think I am thinking about: [ … ]

Alex Jones got banned by YouTube, Facebook, Apple and Spotify yesterday. Strangely, this was a controversial topic in some circles. That’s right – a man who monetized a fake news [ … ]

The concept of endogenous money and banking is back in the spotlight these days with more and more prominent “mainstream” economists coming around to the idea that banks are special [ … ]

I am really excited to announce the latest volume of “The Best Investment Writing”. Meb Faber collected some of the best writing of the last year from an all-start team [ … ]

Here are some things I think I am thinking about:

The surging popularity of Bernie Sanders in the 2016 Presidential election led to a substantial increase in the number of Democratic Socialists. The impact of this movement is real and [ … ]

Back in February I provided a broad inflation update wherein I stated that core inflation was likely to tick higher from 1.8% to 2.3%. The June CPI report showed a [ … ]