Substack Library
GlossaryChina and Washington’s Monetary/Fiscal Stand Off
December 27, 2024THIS IS NOT INVESTMENT ADVICE. INVESTING IS RISKY AND OFTEN PAINFUL. DO YOUR OWN RESEARCH.
Sunday Coffee Thoughts
December 22, 2024In one 12-hour period last week, a dear friend, aged 97, passed from this world and a different dear friend became a grandmother to a cherubic girl.
Reading the Market Action
December 20, 2024THIS IS NOT INVESTMENT ADVICE. INVESTING IS RISY AND OFTEN PAINFUL. DO YOUR OWN RESEARCH.
Sunday Coffee Thoughts
December 15, 2024These are the darkest days of the year in North America, a reminder we live within cycles—seasonal, life stage, economic, historical; it is all, always in motion.
What I’m Seeing
December 13, 2024THIS IS NOT INVESTMENT ADVICE. INVESTING IS RISKY AND OFTEN PAINFUL. DO YOUR OWN RESEARCH.
Trump, Geopolitics, Money
December 6, 2024THIS IS NOT INVESTMENT ADVICE. INVESTING IS RISKY AND OFTEN PAINFUL. DO YOUR OWN RESEARCH.
Trump 2.0
November 29, 2024Everything that was considered good and beautiful in the age of the pyramids was held to be just as excellent a thousand years later.
Sunday Coffee Thoughts
November 24, 2024Looking back, either I made most everything too complicated, or distilling a process to the essentials takes time.
Financial IED
November 21, 2024“What is the meaning of life? That was all—a simple question; one that tended to close in on one with years, the great revelation had never come. The great revelation perhaps never did come. Instead, there were little daily miracles, illuminations, matches struck unexpectedly in the dark; here was one.”
Sunday Coffee Thoughts
November 17, 2024On the calm of a fall Sunday, the nerves of the past week and the coming week seem disproportionate.