Author Archive
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May 14, 2025It's still a tax hike but a lot more manageable than what we had. -
May 7, 2025Why temporal diversification works -
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.
