Is the Buffett indicator still useful as a valuation indicator?
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The Future of the Movie Industry
Why The Godfather wouldn’t get made today as a movie.
Do Government Bond Yields Still Matter as an Economic Signal?
Why are interest rate still so low if inflation is so high?
This Bull Market Hasn’t Always Been Easy
There have been plenty of market corrections during the bull market.
Risk & Return Expectations For Crypto
Risk and reward in crypto are attached at the hip.
Strategy Follows Structure
Was Vanguard the original DAO?
Growing Accustomed to Fear
Some thoughts on a pandemic that won’t quit.
How to Create Your Own Dividends
Why total return matters more than your yield when investing.
The Worst Case Inflation Scenario
The worst case for inflation from current levels.
Some Thoughts on the Highest Inflation Rate in 30 Years
High inflation is going to be a huge story over the holidays.