The Fed’s Got Inflation Backwards
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Central banks endlessly fascinate me. The more I research them the more contradictions I find, particularly since their missions and impacts changed over …
Read MoreInflation No Longer Has Monetary Applications
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Inflation is one of the most important, debated, and controversial investment themes today. It’s impacting every asset class from fixed income to …
Read MoreWhy I’m Waiting For The Fed To Pivot
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So far, my 2023 investing looks just like 2022: lots of waiting. I’m not waiting for a recession to pass or for …
Read More2022 Reads
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I read a fair amount these days. I do it strictly for pleasure which frees me to take my time and explore a wide …
Read MoreWhy Commodity Currencies Are Better Than Fiat and Crypto
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Many types of currencies have been used throughout history. Sometimes commodities defined them. Other times, private bank notes circulated as mediums of …
Read MoreMarkets Are Reteaching Centralization’s Dangers
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Note from the author: I use the terms stability and instability throughout this article. However, resiliency and fragility, respectively, more accurately describe the phenomena …
Read MoreInvest Easier By Better Defining Money
Everyone loves to talk about money. While commonplace, money actually means different things to different people. Its many and conflicting definitions lead to …
Read MoreSaving Speculation To Improve Investment Returns
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 …
Read MoreRediscovering Money’s Factual Definition
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I can’t shake money from my mind. It features prominently in this age of pervasive central banking, Wall Street bailouts, investment market obsessions, …
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Silicon Valley Bank’s Failure Highlights Systemically Combustible Conditions
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The failure of Silicon Valley Bank (SVB) has brought questions of systemic risk to the forefront. SVB was the third regional bank to …
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