Chinese Investment Markets Reveal Their Fatter Tails
Image by ErikaWittlieb from Pixabay
I’m truly shocked to watch events unfold in the Chinese investment markets. Throughout the year, the Chinese Communist Party (CCP) progressively restricted freedoms of …
Read MoreESG Is A Superfluous Virtue Signal
Image by RoboAdvisor from Pixabay
Environmental, social, and governance (ESG) investing is all the rage these days. Naturally, funds are launching to meet the growing investor demand. However, new …
Read MoreInflation: Why Now And Will Bondholders Care?
Image by StockSnap from Pixabay
As I sat down to write this month’s article, just one topic came to mind: inflation. Readers know that I just wrote on this …
Read MoreInflation Is Shortages And Thankfully Transitory
I’ve got inflation on my mind these days. Who doesn’t? The U.S. 10-year treasury yield is up nearly 3-fold in the past year, stoked …
Read MoreTrading Time As A Fractal Experience
Created by Wolfgang Beyer with the program Ultra Fractal 3. – Own work, CC BY-SA 3.0, https://commons.wikimedia.org/w/index.php?curid=321973
I’m currently reading Benoit Mandelbrot’s brilliant book The Misbehavior of Markets: A …
Read MoreUsing GameStop To Uncover Biases
Image by Luiz Jorge de Miranda Neto- Luiz Jorge Artista from Pixabay
2021 sure picked up from where 2020 left off. As if things couldn’t get any crazier than …
Read MoreBack To The Future With Private Investments
Image source Universal Studios via Wikipedia
I often feel like the financial markets are crumbling around me. It’s not their price levels that trouble me, but their health. The capital markets …
Read MoreWill NYC Die? It’s Up To You
Image by Leonhard Niederwimmer from Pixabay
“It’s up to you New York, New York” — Frank Sinatra, Theme From New York, New York
The …
Read More“Burn It Down” Nihilism Is Harmful Too
Image by Omni Matryx from Pixabay
These are truly fascinating times to be an investor. Markets seem to be going through a generational phase shift, and not necessarily for …
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How Gold Lost Its Inflation Luster
Image from Pixabay.
Gold is lots of things to lots of people. To some, it’s the ultimate store of value and a source of financial freedom. To others, it’s just a …
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