Serious investment thinking that doesn’t take itself too seriously.
Another instalment in a series of articles detailing how to design a secure, income-producing portfolio. There are around 72 million baby boomers in the U.S. and they’re an affluent group. They account for less than a quarter of the U.S. population but half of net household wealth, as of 2015,...
Long term interest rates, in real and nominal terms, have fallen continuously since the early 1980s, and yields on commercial real estate have come down with them. Most recent...
veryone agrees that people’s life and wellness are more important than GDP figures. But GDP figures are not only the invention of cold-hearted economists with nothing but...
The era of monetary dominance is over. Helicopter money signals investment regime changes ahead. S&P performance until surpassing -20% threshold, number of trading days...
Cycling to Success As I was growing up, one of the quirky delights of the weekend was listening to Alistair Cooke’s ‘Letter from America.’ I’m sure at the time I barely...
On November 1, 2005, President George W. Bush held a press conference in which he called for draconian measures and $7.1 billion in spending to stop the spread of H5N1 Avian flu,...