How I Process Ideas Into Investments
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. …
Read MoreReading The Market’s Postmodern Mind
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 …
Read MorePodcast Interview With Lance Roberts
Image by Rui Russo from Pixabay
I rejoined Lance Roberts on the Real Investment Show. We had a wide-ranging conversation exploring how fear may be impacting …
Read More2019 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 …
Read MoreWhy Are We So Scared
Image by OpenClipart-Vectors from Pixabay
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 MoreCentral Banks Don’t Create Money … Really
Image by QuinceMedia sourced from pixabay
Powell’s Real Choice: His Reputation Or Esteem—Part 2
The following is Part 2 in a series discussing my belief that fiat currency regimes with central …
Read MorePowell’s Real Choice: His Reputation Or Esteem—Part 1
Image by Gerd Altmann sourced from pixabay
Banking’s History Reveals An Impossible Decision
Market participants ascribed a lot of importance to the December meeting of the Federal Open Market Committee …
Read More
Inflation: 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 More