1) Investing and Politics Don’t Mix. I posted this chart on Twitter the other day – it’s the MAGA ETF. Basically, the index provider took companies that are highly supportive [ … ]
Category: Most Recent Stories
Putting the Rise in Yields in Perspective
Is it just me or have there been a whole bunch of really scary sounding stories about rising interest rates in the last few months? While some of these worries [ … ]
Thoughts on the Swiss Project
Sorry for the radio silence these last 10 days. I was in Switzerland for work (and some fun). It was my first time there for an extended period and proved [ … ]
Three Things I Think I Think – China, Tesla And Weird Stuff
Here are some things I think I am thinking about:
Three Things I Think I Think – Marx, Value Stocks & Bitcoin
Here are some things I think I am thinking about:
The Fed is in a Pickle
Well, we’ve been here before. In 2006 house prices were booming, stock prices were surging and the Fed was raising rates aggressively trying to get ahead of what looked like [ … ]
The Difference Between Asset Price Inflation & Consumer Price Inflation
One of the more common responses to the fact that inflation is low is the idea that the inflation is all in asset prices. So, for instance, if someone were [ … ]
Timing the Market is Hard
It’s February of 2016 and the stock market has rallied over 250% off the 2008 lows in an almost uninterrupted bull market. But some cracks appeared to be showing. China [ … ]
These Are Not Good Indexing Criticisms
As indexing becomes more and more popular it is also coming under increasing fire. I’ve written a lot about some of the more common indexing myths, but I also wanted [ … ]