Category: Non-Fiction
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stream of consciousness
We’re such creatures of habit that we underprocess the insane reality that goes on around us. Things just happen to us. And we just go with it. We get one shot at experiencing reality and we spend it trying to get money so we can be fed, feel safe and entertained, get more stuff to…
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Inflation is Good?
You’re probably asking yourself, “Whoa there, cowboy. Inflation is good? How are rising costs be good? How is less disposable income good? It costs twice as much to fill up the fridge as it did six months ago? How is that good?!” I borrowed a majority of these ideas from a recent interview by Russell…
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What’s the Point, Powell?
Thoughts of a Liberal Arts Graduate on the Fed, interest rates, inflation, demographics, and more The entire point of low interest rates was to shift consumers up the risk ladder. Lower potential returns in lower risk baskets purposefully pushed investors toward riskier options; pushed them to take more risk, for the same reward. The Fed…
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Market Performance and a Little Optimism
This one goes off the rails a bit toward the end. If you get bogged down, I’d skip to the conclusion. Thanks for reading. Those who are waiting, stashing their dry-powder (cash) in savings accounts, may have missed one of the greatest opportunities to purchase equities since 2009. Let’s have a look at how select…
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To drill or not to drill?
The Arctic National Wildlife Reserve (ANWR) is the latest hot spot of conflict between environmentalists and capitalists. The Trump Administration recently announced allowance of drilling in this massive area of Northern AK, a move that is likely to be tied up in litigation for some time. Proponents argue the move will bring both jobs and…
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Why Capitalism Might Not be the Future
There’s a famous story of a Russian diplomat in the Cold War era who visited an American city. In Russia, bread lines were a daily occurrence. People waiting in line (not working and producing) for bread and food stuffs. When the diplomat visited the American city and saw there was bread on every shelf, he…
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Is Active Management Dead?
I’d like to attempt to disavow a common misconception with trading in equity markets. Before you read, answer the following question: What’s more important to trading: seeking gains or avoiding losses? In popular media, the best traders are those that can pick the winners better than the rest. Hot take, the best traders are those…
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Most Dangerous Groups to Financial Stability
Today’s market is frothy, no doubt about it. Everything’s near all time highs, even as central banks are set to cut rates again. There’s over 16 trillion dollars in negative yielding debt outstanding in global bond markets. Global growth and inflation have been tepid. Corporate debt issuance in the US is booming with cheap credit…
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Power of Humanity: How Ideas Evolve
If you want to launch a revolution, don’t ask yourself how many people support my idea. Instead ask yourself how many of my supporters are capable of effective collaboration. – Yurval Noah Harai, Homo Deus Cooperation History as our teacher, societies that form social bonds and have learned to cooperate more efficiently than others have been…
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