Substack Library
GlossaryFeast, Famine & Policy
January 7, 2025The crucial question is: what is happening to consumer spending as a whole? Are auto sales symptomatic of consumer behavior, or will they be offset by reduced expenditures in other areas? We shall only know the answer when it is too late.
China 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.