Image by Miloslav Hamřík from Pixabay It’s all Bitcoin all day in my Twitter feed these days. Quiet are the Tesla bears, the Fed-obsessed, and even the gold bugs. The HODLers are out in full force celebrating Bitcoin’s parabolic, seven-fold resurgence from the ashes of $5,000 (as of the morning of this writing). Frankly, I’m..
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..
Image by MustangJoe from Pixabay Investing is incredibly hard. Mapping observations to security price movements is complex to say the least. Often, the relationships governing these moves are unknown. Yet, this is the investor’s task. I’ve used this blog as a tool for exploring some of these connections. It’s been incredibly rewarding. Not only has..
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 are a tremendous boon to humanity. However, intrusive central bank and government policies seem to increasingly strangle the golden geese of capitalism and free..
Image by Leonhard Niederwimmer from Pixabay “It’s up to you New York, New York” — Frank Sinatra, Theme From New York, New York The magnitude of change that the coronavirus (COVID) ushered in is truly astonishing. It’s upheaved industries, professions, and the very fabric of many lives. Among the apparent victims is New York City..
Image by Rui Russo from Pixabay I rejoined Dan Proft on The Dan Proft Show for a short interview to discuss the philosophical underpinnings of the current markets (that I wrote about here and here). My segment is below. The full-length show can be found here. If you enjoyed this article please consider sharing it..
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 the best. I see a culture that is leading itself away from prosperity and towards the abyss, and I’m helpless to stop it. My emotions run..
Image by Mira Cosic from Pixabay No matter how you slice it, markets are human. This even applies to the “algos” as it’s we who write their mechanistic marching orders. Thus, understanding human behavior can be helpful in assessing and anticipating market moves. There’s no choice in the fact that we all need a philosophy..
Image by 272447 from Pixabay 2020 is certainly not shaping up to be the year I had hoped for. Like many, I was optimistic at the start. I underwent some major surgery late last year and 2020 was going to be “my year.” Boy did those plans derail quickly. In the blink of an eye,..
Image by Peter Kaul from Pixabay There’s nothing like a crisis to bring foundational investing principles to the fore. They lay all my triumphs and tribulations bear for me to see. Evasion is no longer possible. Assumptions, rationalizations, and truths are crystallized as profits and losses. This turbulence, though, is a crucible for learning. For..