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MARKETS

Woulda, coulda, shoulda

To invest, it seems, is to accumulate at least some regrets.

LIFE

Striking Thoughts

“To express oneself honestly—not lying to oneself—that, my friend, is very hard to do. That is what you must train for: to become one in a completely natural, uncontrived way.”

SALON

Global Macro Salon

Could we be in for an inflationary boom, with pension funds chasing assets, with governments around the world searching for ways to put money in the hands of the people, and shall it be on the backs of a declining dollar with the end of American Exceptionalism?

MARKETS

The Misdemeanor of Contrarians

More investment mistakes arise from a dogmatic mindset than from uncertainty and confusion.