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The outdated 60/40 portfolio fails in modern markets, as bonds no longer provide stability. A better approach is this Permanent Portfolio.

This post compares Trump’s policies to the 1920s, forecasting shifts in the global economic landscape.

My first degree was in engineering. I grew up liking the natural sciences and thought the social sciences were full of crap – too touchy...

I made the below client presentation back in March to explain why I'm no longer bullish bitcoin even though I like crypto. Today morning,...

This was originally posted for paid subscribers in the premium newsletter  on July 03, 2024 For timely, actionable ideas, subscribe  ...

It’s the question on top of everyone’s minds: is the gold bull market, which began in October 2023, over? Few things to note from the...