Chinese Investment Markets Reveal Their Fatter Tails
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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
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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 MoreBitcoin Doesn’t Fix DeFi, DeFi Fixes Bitcoin
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“Bitcoin fixes this.” I cringe every time I see this popular meme. I find it worse than nails on a chalkboard. Bitcoin and other …
Read MoreWill NYC Die? It’s Up To You
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“It’s up to you New York, New York” — Frank Sinatra, Theme From New York, New York
The …
Read MoreWhy Are We So Scared
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I always find this time of year to be self-reflective. Year-end provides a natural point for critiquing past performance and fitting it into a …
Read MorePodcast Interview With Lance Roberts
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I joined RIA Advisors Chief Investment Strategist Lance Roberts on his show to discuss some unique views of central banks, capitalism, and …
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Pondering Investment Themes After The Russian Invasion
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So much for returning to normal. I had hoped that easing COVID restrictions would supercharge economic growth this year. Many affected industries and markets …
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