The New Age Investor
“Behind the recent surge in retail investing is a younger, often new-to-investing, and aggressive cohort not afraid to employ leverage.” Deutsche Bank strategists Jim Reid…
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Bitcoin’s Crazy Train
"I'm going off the rails of the crazy train." - Ozzy Osbourne Bitcoin (BTC) started as an obscure experiment. The polarizing digital asset has barreled its way through bubbles, regulatory hurdles, and bouts of extreme volatility to emerge as a...
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Beating the Bubble Horse
“I’m just waiting for the bubble to pop.” – Anonymous potential client Have you ever met the type that thinks everything is in a bubble?…
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Perspective on Rising Bond Yields
“Bonds are dead.” – Warren Buffett via CNBC The recent uptick in yields has the reignited the “bonds will get crushed” angry mob. We can…
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Bitcoin, What Of It?
“The root problem with conventional currency is all the trust that’s required to make it work. The central bank must be trusted not to debase…
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Investing at All-Time Highs
In the early years of the smartphone, it was quite common to carry a personal cell and a work cell. Eventually, we wised up at…
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Is the 4% Rule Dead?
Mental shortcuts or heuristics are used to make quick decisions, either because of time constraints or to simplify a complex problem. The further away a…
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Is Inflation Coming?
The health and wellness gurus will tell you that they meditate for two hours, exercise, and eat egg whites all before 6am. I check my…
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Monte Carlo Analysis: Worthless or Worthwhile?
“Oh, Monte Carlo, I’ve done that. It’s worthless!” “This simulation is the greatest thing ever!” “I don’t know what I’m going to do. I’m waiting…
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Is Your Portfolio Drunk or Sober?
“Take calculated risks. That is quite different from being rash.” – George S. Patton Let’s say I’m invited over to your house for dinner. We…
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