Category: Wednesday Wealth
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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 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 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 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 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 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 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 380 of 1000: The Emotions of Trading
As I’m learning to trade I’m feeling strong emotions like hope, fear, and misery. But I’m realizing that calm equanimity is what I need to cultivate.
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Day 352 of 1000: Revisiting the Dot Com Crash
The dot com boom went far further than most people expected, for far longer. What is going to happen with the AI boom?
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Day 345 of 1000: Marxism in the (post-) Modern Era
Considering Marxist ideas, financialization, and what happens if AI causes extreme unemployment.