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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October 31, 2024 | Investing
In January 2000, I decided to short some dumb internet stocks. That was going fine until the Fed did a surprise rate cut, at which point those trades went up an uncomfortable orifice.
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October 17, 2024 | Mindset
The BE SMART podcast has been in existence for a while, and I thought it was a clever bit of branding on my part, because isn’t that what we all hope to aspire to do in money and markets—be smart?
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October 10, 2024 | Risk
Trading is funny—sometimes things are going really well, and sometimes things are going very poorly.
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October 3, 2024 | Sentiment
The people at the Federal Reserve keep telling me that we are headed into a recession. I don’t see it!
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September 19, 2024 | Risk
A couple of weeks ago, I wrote about how I thought the bottom in commodities was near. I think it happened.
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