Author: Anne Z
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Day 475 of 1000: Bond Market Volatility and Stock Market Investments
The MOVE index that measures expected volatility in U.S. treasuries is up. The stock market has weak breadth. Time for caution?
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Day 475 of 1000: Building a Cat Enclosure
This week I’ll be building an outdoor cat enclosure for my cats, especially Carlos, who loves the outdoors.
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Day 474 of 1000: A Return to Tangibles in Investing
Have we left the U.S. tech multi-year investment theme and now moving into a commodities supercycle? One investment manager’s theory.
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Day 473 of 1000: New Realism vs Old Abstraction
I’m moving from abstract acrylic paintings to assemblage, inspired by artists like Betye Saar and Arman.
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day 472 of 1000: Where Fusionism Falls Down
Stephanie Slade’s new book Fusionism describes an appealing approach to conservatism in the U.S., seeking liberty and virtue. Traditionalism vs Jesus.
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Day 471 of 1000: Why I’m Not Holding Any Bonds
My signals and charts as well as the macro landscape says bonds are not the place to be right now.
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Day 470 of 1000: The Spanish Price Revolution
Spanish conquistadores went searching for precious metals in the new world, and they found it. This led to an almost unknown phenomenon: inflation.
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Day 469 of 1000: Men in My Dreams
I dreamt of being told what to do by a male manager, and of my car being driven up to ski for me by another man. Why?
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Day 467 of 1000: Beloveds Come and Go
Thinking about saying goodbye to my foster dog Sally, for the second time. Thinking about how the things I’ve loved have spiraled into and out of my life.
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Day 465 of 1000: Things my Things Say To Me
On the convoy of stuff I’m responsible for. What some of it might be saying to me.
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Day 464 of 1000: Fed Decision Day
The market overwhelmingly expects a 25bps hike in the Fed Funds Rate today. What might happen to long-term yields in response?
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Day 462 of 1000: Cultivating Self-Loathing to Drive Goal Completion
Author and writing teacher Elizabeth McCracken suggests that a little bit of self-hatred can help drive you towards goal completion. I’m gonna try it!
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Day 461 of 1000: Varieties of Relational Happiness
Living in a one woman – one man marriage is not the only one to achieve happiness in your relationship life.
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Day 460 of 1000: There is No Manual
I found myself trying to live according to a societally-defined manual of how a midlife adult should live. What is an alternative?
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Day 459 of 1000: Doing What Matters
The Queen of Pentacles focuses on what is worthwhile, what is precious. What is precious to me right now? Writing and artmaking, and managing the resources to support it.
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Day 458 of 1000: Inspiration, Perspiration, and Desperation
In his writing guide and memoir Plot Twist, author Harlan Coben says that a writer needs inspiration, perspiration, and a desperation to create.
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Day 457 of 1000: Pondering Future Living Situations
After spending time at both my mother’s and my father’s senior living places in the last few days I’m pondering what my own old age living situation might look like.
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Day 454 of 1000: Called Towards solitude
You’d think I had enough solitude but I want more. Setting down societal demands that I share more. Seeking coherence not connection, for now.
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Day 452 of 1000: A Writer’s Retreat
When talent is naked and immature, it’s time to decree a moratorium on socializing, loving, and consuming.
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Day 451 of 1000: Art that Inspires the Creation of Art
Lewis Hyde writes as art as an agent of transformation. How art makes more artists.
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Day 450 of 1000: Managing my Retirement Savings Myself
I’ve developed an asset allocation model with simple timing models for managing my long-term retirement investments. I couldn’t make it work without the web app I’m vibe coding.
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Day 449 of 1000: America’s Military Weakness
While modern war is fought with drones and AI, Hegseth fixates on the shape of men’s bodies. Are we going the way of the late Roman empire?
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Day 448 of 1000: Settling Down into the Muck of My Mind
Allan Ginsberg recommends writing secretly so you can be free to say anything you want. On painting and writing in private.
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Day 447 of 1000: Focusing on What I Truly enjoy
I’ve found I don’t enjoy entering art shows. But I do enjoy money management. So I’m focused on the latter, not the former.
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Day 446 of 1000: A Path that Goes Nowhere
In Crones Don’t Whine, Jean Shinoda Bolen writes of paths that go nowhere, paths with heart. My path goes nowhere but brings me such joy.
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Day 445 of 1000: The Desire to Consume vs the Desire to Share
Consumer goods don’t satisfy, where gifts can, says Lewis Hyde in The Gift.
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Day 444 of 1000: Who Is Art Made For?
My grandmother made art for herself, and for her family. I do the same.
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Day 443 of 1000: FOMO Isn’t a Substitute for an Investment Process
Sharing research findings from Allianz Bernstein about how concentrated market indexes are on the AI buildout trade. What I’m doing about it.
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Day 442 of 1000: Integrating My Animus to Become One-in-Herself
A woman becomes one-in-herself — psychologically whole — only when she fully integrates typically masculine powers (physical, intellectual, adventuresome, spiritual).
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Day 441 of 1000: Selling All My Bond Funds
My newly-devised flow allocation model tells me to sell all my bond funds. I wanted to do that anyway; now I have justification.
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Day 440 of 1000: You Can’t Step Into the Same River Twice
Living a flow-oriented life (a life of practice) vs a stock-oriented life (a life of acquisition and hoarding).
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Day 439 of 1000: Exploring Tactical Asset Allocation for my IRA
Formulating a plan for managing my IRA account according to tactical allocation rules.
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Day 438 of 1000: Becoming One-In-Herself
The Greek goddess Hestia, the goddess of the hearth and temple, shows a woman how to become whole.
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Day 437 of 1000: Stoking the Creative Fire
Jessica Dore writes that our creative lives inspire and tells us that we are alive. Isn’t that enough?
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Day 436 of 1000: Preparing for a Potential Stock Market Correction
My advisor suggested I take a look at buffered ETFs. My research suggests that simpler alternatives might work better as protection against a crash.
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Day 435 of 1000: Creative Death before Rebirth
The life of author Rachel Cusk, its peaks and valleys. And her latest book, The Life of M.
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Day 434 of 1000: Achievement Minimalism
Seeking contentment with the life I have rather than continuing to pursue more social contacts, more money, more external validation.
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Day 432 of 1000: Aspiration and Behavior Change
Wandering reflections on conflict, aspiration, and the transtheoretical model of behavior change.
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Day 431 of 1000: Creating a Philosophical Place of Practice
How to find a philosophical place of practice when you’re a suburban midlife empty nester? Create one yourself.
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Day 430 of 1000: Why Do Philosophy, and How
To do philosophy is to transform yourself through philosophical practice. Doing it in community and also atopically.
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Day 429 of 1000: What is wealth for?
My wealth allows me to live the life of a full-time artist. My art can inspire other people, even as other artists inspire me.
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Day 428 of 1000: Climbing a Mountain vs Chilling at Basecamp
We’re always training for something, writes Peter Sloterdijk in You Must Change Your Life. Are you training for chilling in basecamp or climbing a mountain?
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Day 427 of 1000: What if the AI Payoff is Delayed?
Apollo Chief Economist Slok says we haven’t seen any payoff from AI in sectors besides the sellers of AI hardware and services. What the benefits are delayed?