How I Process Ideas Into Investments
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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 MorePodcast Interview With Lance Roberts
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I rejoined Lance Roberts on the Real Investment Show. We had a wide-ranging conversation exploring how fear may be impacting …
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 MoreThe Opportunity Of Misplaced Inflation
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The global economy is apparently facing a significant problem. Inflation’s gone missing! Central bankers can’t seem to stoke it no matter how deftly …
Read MorePodcast Interview With The Market Huddle
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I joined Patrick Ceresna and Kevin Muir on The Market Huddle for a wide-ranging conversation covering all things macro. Be sure to stick …
Read MoreTo Fight The Fed Or Not
“Don’t Fight The Fed”!
This was arguably the most successful investment strategy over the past ten years. There was also no easier way to tarnish one’s reputation and career than …
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 …
Read MoreCentral Banks Don’t Create Money … Really
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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
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Banking’s History Reveals An Impossible Decision
Market participants ascribed a lot of importance to the December meeting of the Federal Open Market Committee …
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Inflation Is Shortages And Thankfully Transitory
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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 …
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