Newsletters2025-01-04T07:54:08-05:00

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The Four Agreements

January 22, 2023 | Don Miguel Ruiz's classic little book, The Four Agreements, was originally published in 1997 as a guide to proper conduct, spiritual freedom, and a life with fewer limitations. 

The Changing Face of Globalization

January 20, 2023 | "Our whole premise is you construct an investment portfolio based on what you don't know. You make it so that it performs its best in the extremes...it's not predicting what you think you know, it's constructing resilience for what you don't know."

Managing Debt Crises

January 18, 2023 | Debt crises and financial panics have transcended time and space, rearing their ugly heads across nearly every major civilization to have ever existed. 

King Cheese

January 17, 2023 | Believe it or not, it's cheese. See, since 1953, the regional bank Credito Emiliano (known locally as Credem) has accepted giant wheels of Parmigiano-Reggiano cheese as collateral for small-business loans. 

First Who, Then What

January 15, 2023 | In the above quote, Collins states that in an uncertain world, we must double down on the "first who" principle.

Securities Fraud

January 13, 2023 | Warren Buffett has said, "Investing is not a game where the guy with the 160 IQ beats the guy with the 130 IQ. Once you have ordinary intelligence, what you need is the temperament to control the urges that get other people into trouble in investing."

Insight Information

January 12, 2023 | Today, we welcomed back my former co-writer and friend, Patrick Donley, who now hosts our Real Estate Investing podcast, to share his thoughts on "insight information."

Dollar Death Cross

January 11, 2023 | When much of Wall Street stayed bullish into 2022, Dan Niles diverged from the crowd, signaling to investors a simple motto for the year: Don't fight the Fed. 

Looming Halving

March 20, 2024 | Let’s check in on bitcoin — a statement that will surely excite some readers and annoy others. This handy website showcases bitcoin’s resilience, finding that on 476 occasions, a “notable” source has declared bitcoin is or will soon be worthless, which probably understates things.

So Long, Negative Rates

March 19, 2024 | It’s over, it’s finally over. Nearly 150,000 hours (17 years) have passed since the Bank of Japan last hiked interest rates, enough time to watch Game of Thrones from start to finish more than 2,127 times.

AI Woodstock

March 18, 2024 | The most important stock in markets is hosting the year's most important conference. That’s right, Nvidia’s annual conference on artificial intelligence — which Bank of America analysts frankly called “AI Woodstock” — commenced today.

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