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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…

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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…

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Invest Like A Cockroach

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

Over time, I’ve realized there…

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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.”

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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…

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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.

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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…

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