-
Apr 26, 2025
I’m writing this in a Parisian cafe in the year 2050....
-
Mar 28, 2025
John Bogle famously said that a US based investor doesn't need to own foreign stocks because US stocks get so much revenue from abroad. I rarely disagree with Bogle about anything,...
-
Mar 17, 2025
If companies can't pass on the costs of tariffs, it will come out of margins.
-
Feb 4, 2025
So. Tariff Man is back and apparently more serious than ever. At least for now.
-
Jan 24, 2025
Public US markets have become places where people gamble and engage in negative sum games.
Apr 26, 2025I’m writing this in a Parisian cafe in the year 2050....
Mar 28, 2025John Bogle famously said that a US based investor doesn't need to own foreign stocks because US stocks get so much revenue from abroad. I rarely disagree with Bogle about anything,...
Mar 17, 2025If companies can't pass on the costs of tariffs, it will come out of margins.
Feb 4, 2025So. Tariff Man is back and apparently more serious than ever. At least for now. 
Jan 24, 2025Public US markets have become places where people gamble and engage in negative sum games.