Photo by Jilbert Ebrahimi on Unsplash

Whether We Choose To Realize It Or Not, We Live In An Increasingly Fragile World

(The investment opinions expressed in this article are my own. Please do your own due diligence before investing.)

Make no mistake public and private debt are closely related. The first point to understand is that debt and spending are two sides of the same coin. People, companies, and governments borrow in order to consume or invest. So one person’s debt often becomes another’s income.

When the productivity of the economy is not enough…


Photo by Sabrinna Ringquist on Unsplash

Plus A Link To A Delightful Article On Why Gold Is Valuable

(My personal opinions only. Please do your own due diligence before making any investments.)

I like gold — the color and symbolism of it has appealed to me for as long as I can remember. Thus, I’ve always owned a few coins as a hobby (it’s not a significant portion of my portfolio as I prefer to invest in…


Photo by Kalen Emsley on Unsplash

Invest Like A Cockroach

(My opinions only. Please do your own due diligence before making any investment decisions.)

Over time, I’ve realized there…


Photo by Loic Leray on Unsplash

And Makes Me Even More Bearish On Treasury Bonds


Thinking about that which we are all in pursuit of

We’ve all heard the saying “money is the root of all evil”. This comes from the bible, the original quote being:

“For the love of money is a root of all kinds of evil. Some people, eager for money, have wandered from the faith and pierced themselves with many griefs.”

Photo by Joshua Hoehne on Unsplash


Photo by Pepi Stojanovski on Unsplash

Modern Monetary Theory Sounds Good On Paper But Is Very Hard To Get Right

I am also in the midst of reading the book The Deficit Myth, a book by one of the key proponents of MMT, as part of my book club.

The biggest divide between MMT and traditional economics is its view on federal debt. Under MMT, the national debt is nothing more than a formality — because the U.S. issues debt in its own currency, it…


Photo by Jamie Street on Unsplash

And What I’m Doing In My Portfolio

(Not intended to be investment advice)

But it’s also important to keep things in perspective — despite all the turbulence, markets are just a bit off their all-time highs.


Photo by Christian Wiediger on Unsplash

They say investing is all about the long run. The problem is that to get to the long run, you need to get through the short run. And all the noise and FOMO that comes with it. I’ve long believed that mega-cap tech is the way to go, so it’s been hard watching junkier companies outperform my favorite stocks for much of the past 12 months.

I lay out some of my thinking about why I like these companies here. It’s not a creative thesis by any means, but I continue to think that these companies are great investments hiding…

Alpha Beta Blog

Investment Analysis and Finance Stories

Get the Medium app

A button that says 'Download on the App Store', and if clicked it will lead you to the iOS App store
A button that says 'Get it on, Google Play', and if clicked it will lead you to the Google Play store