Substack Library

Glossary

Cultivating Optimism

If someone forwarded this to you, my name is Paul, you can read about me here. This Substack grows via word-of-mouth, so please forward to your friends. If you like this writing, you will enjoy my books Master, Minion and Raising a Thief as well as the podcast.

Join my chat

For recent Subscribers, join my chat to continue the conversation. This is a conversation space in the Substack app that I set up exclusively for my subscribers — kind of like a group chat or live hangout. Earlier, I did not have alerts on to see your messages. Now I do.

    Putin Context

    If someone forwarded this to you, my name is Paul and you can read about me here. I encourage you to read my books Master, Minion and Raising a Thief and become a paid member of this Substack. If you read my books and liked them, please submit an Amazon review. If you don’t like them, I’m curious for your feedback, email me.

    Weird Markets = Warning Sign

    I only make money in markets when I take a breath, slow down and step back. It’s easy to get too caught up in events as if investing were a soccer match…did they cut? …what did Yellen say exactly?

    Financial Rip Currents

    I took Saturday off and went surfing.

    Bank Woes + Inflation = Pain

    Happy Friday.

    Liquidity Tightens

    I don’t enjoy days like today.

    The Instability Of Wealth, Banks and Capitalism

    A week ago, I had never heard of SVB bank.

    Be Wary of Lingo

    For those of you seeing these posts for the first time, my name is Paul and I’m a writer and investor. You can read more about me here. Readers enjoy my books, Raising a Thief and Master, Minion and I think you will too. You can support my team with a paid subscription. For those of you in Connecticut, I speak tomorrow night at the Westport Book Shop, an organization with a great mission.

    Investment Update

    To my wonderful unpaid Subscribers, thank you for being a part of this. Today’s post is paid-Subscriber only. Below, I share how my thinking has evolved and tie this to specific portfolio allocations. Between previous posts and podcasts, there is plenty of unpaid content to peruse! And there are always books to read, like Raising a Thief and Master, Minion. If you have read either and liked them, please post a review!