It’s a red flag for everybody
Inflation Is A Political Phenomenon
Always And Everywhere
World Affairs
Thread for discussing war, peace, and geopolitics
Markets In Bondage
What about bonds?
Or Some Messy Combination Of Both
Indeflation
Inflation Is A Psychological Phenomenon
Always And Everywhere
Commodities Versus Stocks
Which has returned most over the past five years?
FOMC 2026 0429
The Fed Announces
Geopolitics
Thread for discussing global relations
Investing When Nothing Makes Sense
When investing is like thermodynamics
Consumption Must Go Down
Efforts to blunt the impact of higher oil prices for energy consumers are doomed to fail
FOMC 2026 0318
The Fed Announces
War
Thread for discussing the war
A Deflationary Squall
This too shall pass…
Credit Crisis Looming?
One cockroach, two …
War in the Middle East?
Thread for discussing Iran
Revenge Of The Real
Real assets for real people
What About Bonds?
A case for diversification
The Last Pillar
From quality without value to neither?
Warsh On Inflation
What’s new here?
FOMC 2026 0128
The Fed Announces
How To Be Smart And Wrong
Gold
No White Hats
Two black hats at the OK Corral
Angelic Diversification, Demonic Returns
The only free lunch in investing
Synthetic Systems 2026
Annual and quarterly updates
Holiday Greetings
Merry Christmas & Happy New Year
Outlook 2026
A quick preview of next year
The Last Turtle
Foundation of Value
FOMC 2025 1210
The Fed Announces
To Be A Millionaire
It’s all in your head
The First Twentyfive Years
A review of the first quarter century of the millennium
How To Survive A Bubble
When investing is hardest
Are Sales Taxes Inflationary?
Economic hypocrisy
Rotation
As the markets turn…
Trillion Dollar Man
The world’s first trillionaire
If It Quacks Like A Bubble
An AI-fueled mania
Do You Need A Money Market Fund?
Do you have a brokerage account?
Has The AI Bubble Sprung A Leak?
The first cracks
FOMC 2025 1029
The Fed Announces
Social Security Says Inflation Is 2.8%; Medicare Says It’s 11.3%
Less for thee … More for me