“There’s nothing people love more than a Federal Reserve joke.” – Adam McKay, American screenwriter After months of speculation, markets have fully priced in a…
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The Fed’s Odd Rate Cut
The Fed’s Odd Rate Cut
“There’s nothing people love more than a Federal Reserve joke.” – Adam McKay, American screenwriter After months of speculation, markets have fully priced in a September rate cut. CME FedWatch puts the odds at nearly 100%. Beyond the soaring stock...
read moreBitcoin’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…
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How to Drive your Retirement Portfolio into the Ground
“Invert, always invert.” – Charlie Munger, the Vice Chairman of Berkshire Hathaway and Warren Buffett’s partner. Long-term investing is boring. Markets take time, discipline is hard,…
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The Dog That Didn’t Bark
“Far more money has been lost by investors preparing for corrections, or trying to anticipate corrections, than has been lost in corrections themselves.” – Peter…
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Bear Market Feedback is Gold
“Investors’ mental models tend to be simple, based on recent history, an extrapolation of trends, and an overreliance on frameworks that worked recently.” – Dan…
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The World’s Worst Investor
“Humans have something weird in their DNA which prohibits them from adopting good ideas easily.” – William Green, Richer, Wiser, Happier Sally is a nervous…
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A Simple Case for Gold and Bitcoin
“The debt is not going to be balanced. The annual deficit seems to be getting worse and worse. And if the dollar is going to…
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International Diversification: Looking Beyond the S&P 500
“Valuation changes rewarding cheap stocks and punishing expensive ones is one of the most powerfully recurring features of global equity markets.” – Dan Rasmussen, The…
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Turn Off the TV
“Our obsession with being informed makes it hard to think long-term. We spend hours consuming news because we want to be informed. The problem is,…
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