January 9, 2025 | Risk
Nobody falls ass-backward into money in the markets.
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January 2, 2025 | Bonds
I’m thinking that 2025 is going to be different from 2024, even though 2024 was not different from 2023.
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December 26, 2024 | Risk
You may or may not know that during the Great Depression, the stock market went down 89%. If you had a $200,000 portfolio, that leaves you with $22,000. Catastrophic. Not to say that will happen again, but… it might.
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December 12, 2024 | Risk
Now… I am worried about the stock market. When I was in NYC, I was in the office of one of my hedge fund subscribers, and he comes in and says, “Doesn’t it feel as though something really bad is going to happen?
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December 5, 2024 | Investing
Let me tell you about my investment process: I trade whatever the hell I want to trade whenever I feel like it.
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November 7, 2024 | Risk
I famously wrote in a Substack essay that I don’t vote. You can google it if you want; I’m not going to link to it because it has salty language.
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