Author Archive
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Mar 5, 2025A closer look at Ray Dalio's record of predicting economic crises. -
Feb 28, 2025Some thoughts on market timing and recessions. -
Feb 26, 2025Wealth inequality is driving the economy. -
Feb 21, 2025The stuff that really matters is becoming clearer by the day. -
Feb 3, 2025A deep dive with some help from Howard Marks on bubble talk in the markets. -
Jan 30, 2025Some thoughts on AI and a bunch of other stuff. -
Jan 27, 2025Seth Klarman and a lot of hedge fund managers stayed too conservative for too long after the 2008 financial crisis. -
Jan 22, 2025A historical look at recessions and bear markets in the United States going back 100+ years. -
Jan 17, 2025Some thoughts on picking and choosing S&P 500 investors. -
Jan 10, 2025A closer look at harvesting long-term capital gains. -
Jan 7, 2025An update on the first-half of the 2020s in the stock market.
