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September 20, 2021

When The Levee Breaks…


If it keeps on rainin’, levee’s goin’ to break If it keeps on rainin’, levee’s goin’ to break When the levee breaks, I’ll have no place to stay. Mean old levee taught me to weep and moan, Lord Mean old levee taught me to weep and moan It’s got what it takes to make a mountain man leave his home Oh well, oh well, Read More
Categories: Comments On Events
Positions Mentioned:
March 25, 2019

Why The Fed Should Not Stop Raising Rates


A very smart and wealthy friend always reminds me that you have to invest in the market landscape that exists today—not the one you wish for. That said, I like to think of myself as a pragmatist who views the capital markets through the lens of financial history. That history would imply that the Fed should keep hiking rates and ignore the yield curve. Read More
Categories: Comments On Events
Positions Mentioned:
February 22, 2018

Bubbles Everywhere…


About a year ago, I read The Great Beanie Baby Bubble by Zac Bissonnette. It details how basic human greed, an artificial sense of scarcity and newly created technology like eBay, were used to artificially inflate re-sale prices and convince otherwise intelligent humans to sink their life savings into plush toys that were being created by the millions at a price-point measured in the Read More
Categories: Comments On Events
Positions Mentioned: None