December 13, 2023
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An insider's view of money, markets, and the economy
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Financial Markets
Landscape of Market Beating Stocks
These charts summarize what the landscape looks like: Sector Breakdown of liquid stocks beating the S&P500 on a 3-month basis
August 7, 2024
Housing
Waiting for Home Prices to Crash? Stop
Are you waiting for home prices to undergo a massive correction before buying your first – or next – property?
August 2, 2024
Markets and the Economy – July 24th 2024
Summary Rates Review The US 10-year Treasury yield has dropped by half a percent since April, which has driven most
July 24, 2024
The Myth of the Petrodollar System
The “US-Saudi petrodollar deal ends after 80 years”, reads one article from India Today. Another, from NASDAQ, claims that the
June 18, 2024
Storm Clouds on the Horizon
I apologize for the cliché, but this is simply the best way to describe the current condition of markets and
May 10, 2024
The commodity bull market increases demand for dollars
Remember February 2022? Russia invaded Ukraine, the United States government and its partners in the G7 froze $300 billion of
May 7, 2024