Why I’m Waiting For The Fed To Pivot

Image by Jose Antonio Alba from Pixabay So far, my 2023 investing looks just like 2022: lots of waiting. I’m not waiting for a recession to pass or for GDP to improve. I’m not waiting for a certain employment report or for corporate earnings to change. I’m not waiting for the Consumer Price Index (CPI)..

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2022 Reads

Image by congerdesign from Pixabay I read a fair amount these days. I do it strictly for pleasure which frees me to take my time and explore a wide range of topics. While not everything I read is about investing, I find many to have relatable themes. Below is a catalog of books and papers..

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Why Commodity Currencies Are Better Than Fiat and Crypto

Image by Tim C. Gundert from Pixabay Many types of currencies have been used throughout history. Sometimes commodities defined them. Other times, private bank notes circulated as mediums of exchange. Today, fiat currencies reign supreme while some eye cryptocurrencies as the future. Like so many aspects of money, currencies are hotly debated. This results from..

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Markets Are Reteaching Centralization’s Dangers

Image by 14995841 from Pixabay Note from the author: I use the terms stability and instability throughout this article. However, resiliency and fragility, respectively, more accurately describe the phenomena that I’m describing. Centralization creates fragility and decentralization creates resiliency. Please note this as you read the article below which I left in its original form…

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Invest Easier By Better Defining Money

Image by Penny from Pixabay Everyone loves to talk about money. While commonplace, money actually means different things to different people. Its many and conflicting definitions lead to vastly different economic conclusions and tend to confirm one’s preferred viewpoint. As a result, money’s lost all utility as an objective investment tool. However, redefining it in..

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Saving Speculation To Improve Investment Returns

Image by Manuel from Pixabay Speculation’s a dirty word for investors. It conjures images of reckless, degenerate gamblers, thoughtlessly buying and selling securities on whims and tips, hoping to strike it big; and fast. Contrast this to investing. Investing is perceived as thoughtful, careful, patient, and productive. Despite the resemblance to speculation, investors play mental..

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Rediscovering Money’s Factual Definition

Image by Christian Storb from Pixabay I can’t shake money from my mind. It features prominently in this age of pervasive central banking, Wall Street bailouts, investment market obsessions, and cryptocurrency culture wars. Many seem to have prospered by betting big on money-related investment themes from speculating on Bitcoin, to buying profitless technology stocks, or..

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No, Fed: Supply Construction, Not Demand Destruction

Image by bridgesward from Pixabay Everyone loves to dunk on the Federal Reserve (Fed). To many, the setters of U.S. monetary policy never get it right. Its stable of Ph.D. economists are always too late, or too slow, or too early, or too fast. Shockingly, many have built prominent careers in peddling this viewpoint. Yet,..

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Money’s Many And Problematic Definitions

Image by PDPics from Pixabay There’s no escaping the Federal Reserve (Fed) when it comes to investing these days. The Great Financial Crisis (GFC) showed how the movement of money through the financial system can impact markets and mainstreamed these previously obscure discussions. As a result, flexing your financial system “plumbing” expertise is now fashionable…

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Banks Create Money From Leverage, Not Thin Air

Image by Kranich17 from Pixabay Not a day goes by without the need for money. Whether buying a cup of coffee, checking your investment portfolio, or contemplating monetary policy, money is always top of mind. Yet despite daily use, money confounds us. Even experts ascribe mythical qualities to it. For example, many believe that banks..

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