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

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Investing For Freedom

September 14, 2022 | While investing dogma, of course, encourages diversification, this comes today at a time particularly sensitive to geopolitical risks.

How To Invest Like Li Lu

September 13, 2022 | I’ve been going down the Li Lu rabbit hole lately. An investing friend had mentioned a documentary called Moving the Mountain, which I had never heard of, but is about the investing legend’s life as a student leader in the 1989 Tiananmen Square protests in Beijing, China.

The Merge

September 12, 2022 | A long-awaited software upgrade to the Ethereum blockchain, intended to slash its energy consumption, is scheduled for this week, and it’s projected to occur in the early hours of Thursday morning. The event has been delayed several times previously, though.

Borderline Fraud

September 9, 2022 | The market in so-called voluntary carbon credits has enabled corporations globally to, in theory, offset their carbon emissions by funding projects elsewhere in the world that plant trees, invest in renewable energy, save endangered forests, etc.

5 Lessons From Rich Dad Poor Dad

September 8, 2022 | I was wandering in the business section of a bookstore 25 years ago when a book with a purple cover and a silly title caught my eye. Somewhat skeptical, I pulled Rich Dad Poor Dad off the shelf and began reading.

Debt Tidal Wave

September 7, 2022 | In the U.S., companies have extended a tidal wave of debt issuance, offering the largest amount in the last twelve months, as the prospect of further rate increases spurs greater urgency.

Atomic Age (2.0)

September 6, 2022 | For the last year or so, we’ve been tracking the uranium market on the thesis, generally, that nuclear energy will play an increasingly important role in the global transition away from fossil fuels.

8 Steps To Retire Early

September 5, 2022 | To retire early, you must learn to be your own retirement financial planner. It may sound like a big undertaking but read on.

Price Caps

September 2, 2022 | The G7 nations have announced a plan to cap the price of Russian oil on global markets, committing to novel sanctions aimed at reducing Russia’s oil revenues as its invasion of Ukraine continues.

Banking Drama Is Back

February 1, 2024 | Nearly a year out from 2023’s panic in regional banks, marked by the collapse of Silicon Valley Bank (SVB) and First Republic, problems at not-too-big-to-fail banks are rearing their head again.

An Airport is IPOing?

January 31, 2024 | If you’ve ever been through security or looked around while waiting for your luggage and thought, “I’d like to invest in this,” well, now you can.

The Buffett Curse

January 30, 2024 | An investment from the “Oracle of Omaha” is a galvanizing vote of confidence. It’s also a source of anxiety for corporate executives.

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