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Start Reading - All Issues

One Year Post ChatGPT

Black Friday Results 2023

20 Years of Turkey Prices

Long Term > Short Term

The Year of Efficiency

Into the End of the Year

The Hidden Dividend

Is Now the Time to Go Long?

What Matters More, Market or Market Share?

The Normalization of the Yield Curve

My TWO Favorite Ways to Find Great Investments

Are Higher for Longer Interest Rates Bad for You?

What Inflation Does to Your Investments

Are Trees an Attractive Investment?

How Wegovy has Reshaped the Danish Economy

Nvidia: The AI Dominate Player

Household Savings are Exhausted

The Perfect Balance of Fiscal and Monetary Policy?

Is One Trillion in Credit Card Debt Significant?

Costco Wholesale: The Monopoly on Retail

What an Inverted Yield Curve Means

US Debt Downgraded

How to position for the next cycle

The last rate hike

The investment fallacy of good or bad

The path to new all time highs

Is Inflation Over?

The Stock Market in 2025

Happy Fourth of July!

Ads are where the real money is made

The Average Monthly Mortgage Payment is 100% Higher than 18 Months Ago

Why Valuation Is Subjective and How to Think About It

How AI in the US Explains the European Valuation Gap

The Opportunity Cost of Holding Cash

Inflation, the Fed, and the Markets

What is Dead Money and How do You Avoid It

The Stock Market Year to Date Has Defied Expectations: What Could Change?

Investing on the Edge of a Recession

M2 Money Supply Falls 4.63% - What Effect could it have on the Economy

How Nvidia’s AI Success Could Lead to a Tech Bubble

Earnings and Investor Sentiment

Global Debt Soars to $305 Trillion: What Does This Mean for You?

Price over Volume: How Some Companies Are Thriving in a Rising Inflationary Environment

The truth about inflation

Gold, Bitcoin, and Money Market Funds

The United States Shuffle

Political Debt Ceiling Chicken

The free money feels (and may be) gone

From Three to Zero

This is a sentiment rally

Do You Need to Worry About De-Dollarization

Hire Slow Fire Fast

The Train is Coming

What to do with the stock rally?

Friday Links: AI Open Letter

What is Bitcoin’s Current Value Proposition

Insurance but for your Bonds

Is Powell Actually Volker? 2% Inflation at all Costs

The Federal Reserve's Decision

Freeing Up Restricted Capital

Friday Links: Debit Suisse Needs a Bailout

When Banks Fail

The Problem With Buying Stocks for the Dividend

Should Home Prices Be Falling More

What You Can Do With Extra Cash

The Dollar's Comeback

The Truth About Investing

Highest Interest Rates Since 2007

The Great De-Inflation

The Yield Curve and US Recession Risk

Why are there so Many New Jobs

Mega Cap Tech Earnings

Debt Payments are Rising

Could Investor Optimism Reverse the Course of Inflation

The Markets are Hopeful

The Next Debt Ceiling Crisis

Bonds are off to a Great Start

Why We Need Better Access to Private Markets

A New Inflation Indicator

A Bullish Case for 2023

My 2023 Investment Outlook

Retirements are Changing and What You Can Do Now to Prepare

The Best and Worst Performing Stocks of 2022

Will There be a Santa Claus Rally

The Transition to Growth Risk

How to Take Advantage of Higher Oil Prices

A $40 billion manufacturing plant, paid for by the US government

Blockchain Is Much More Than Crypto

Could the Labor Market Spike Before it Crashes

Apple is Leaving China

High Mortgage Rates Won't Last Forever and Here's Why

Energy is Suddenly the Talk of the Town

How Strong are Consumers... Really

Autonomous Vehicles, the Microsoft/Activision Deal, and a GPS that can Pinpoint your Location within Inches

What happens to $50k in a Bear and Bull Market