Investments

Sep
23
Crypto’s lesson in trust—more regulation to come

Crypto’s lesson in trust—more regulation to come

The issue of whether to regulate cryptocurrencies is long past. It is merely a matter of degree at this point.
3 min read
Jul
22
Truth-testing tweets

Truth-testing tweets

Let us start out with the usual set of disclaimers. I do not own, nor have I ever owned any
3 min read
May
13
Yes, Terra was very like Lehman Brothers

Yes, Terra was very like Lehman Brothers

The failure of Terra (UST), the stablecoin, was very akin to the Lehman Brothers default. In fact, it was more
3 min read
Apr
29
The Federal Reserve - the long view comes into view

The Federal Reserve - the long view comes into view

Dystopian worlds are a favorite subject in science fiction and a nightmare for central banks. As the Federal Reserve heads
3 min read
Apr
22
Central Bank Digital Currency is not a race? Tell the rest of the world.

Central Bank Digital Currency is not a race? Tell the rest of the world.

Over the last month, we have discussed stablecoin regulation and Central Bank Digital Currencies (CBDCs). These, and other impending regulations
3 min read
Apr
22
As Seen on Forbes: Three Tips For Investing in the No-So-Roaring '20s

As Seen on Forbes: Three Tips For Investing in the No-So-Roaring '20s

The decade of the 2020s was supposed to be a mirror image of the gleeful times of the 1920s. It's
Mar
04
Behavioral Finance in a Fearful Market

Behavioral Finance in a Fearful Market

Scholars developed Behavioral Finance for times like these when human emotions dominate investment decisions. Even if the Ukraine invasion were
3 min read
Feb
25
European Wars and US Portfolios  – the keep the money at home hypothesis

European Wars and US Portfolios – the keep the money at home hypothesis

As the Russian/Ukraine war evolves, American investors need a clear strategy for their portfolios. The first question for investors
3 min read
Jan
07
Year Ahead: Pay attention to the S-23 investment horizon (Hint: that’s 2045)

Year Ahead: Pay attention to the S-23 investment horizon (Hint: that’s 2045)

Welcome to 2022 just 23 years from 2045. And we are off to another year in the Covid war. The
4 min read
Dec
17
Inflation and the fog of the Covid wars

Inflation and the fog of the Covid wars

The last couple of weeks has been a splendid example of information fog with mounds of uncorrelated data blowing at
3 min read