Tag: investing
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Day 309 of 1000: Inefficient Preparation & Accepting Incompetence in Midlife Reinvention
Ideas from Henry Oliver’s book Second Act about midlife reinvention. On not having goals and objectives and accepting a lack of expertise when you start.
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Day 307 of 1000: My Interests this Week
In Sunday planning, I review the week ahead. In today’s post, I also report on the current state of negotiations between the U.S. and Iran.
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DAy 296 of 1000: Writing about Investing
I’m early in my journey of figuring out who I am as a trader. It’s so idiosyncratic and personal that I don’t want to write about it.
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Day 294 of 1000: The 2022 Analog
In 2022, we faced an energy shock and runaway inflation. In 2026, we face an energy shock and a possible growth slowdown. How they are the same and different.
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Day 291 of 1000: What I Want to Do
It feels almost wrong to be able to spend my days investing and trading. But that’s what I want to do.
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Day 288 of 1000: Time to Be Defensive with Investments
In Mastering the Market Cycle, Howard Marks writes that calibrating between aggressiveness and defensiveness is a key decision for investors.
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Day 287 of 1000: An Alternative to Buy-and-Hold Investing
As the Middle Eastern conflict continues, equity markets around the world are looking weak. What to do instead of holding on as they fall?
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Day 284 of 1000: Expecting Lower Stock Market Returns
There are good reasons to expect that the stock market is not going to just bounce back from the Middle East conflict.
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Day 283 of 1000: Is the Market Too Complacent?
“Widespread risk tolerance… is the greatest harbinger of subsequent market declines,” says Howard Marks. Are investors too comfortable with risk right now?
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Day 281 of 1000: Identifying a Stock Market Top… or bottom
How to identify a stock market top, from William O’Neil’s How to Make Money in Stocks. Also, how to know when to get back in.
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Day 260 of 1000: An Easy Way to Hedge Against Dollar Weakness
Hedge against continued dollar weakness by tilting your portfolio towards international equities and away from U.S.
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Day 246 of 1000: Land of the Rising Sun?
Japan’s new prime minister Sanae Takaichi won a super-majority in the house in yesterday’s snap elections. What does this mean for financial markets?
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Day 245 of 1000: Planning for Valentine’s Day Week
Plans for the week including Valentine’s Day dinner, writing about investing, working on Mechanism paintings, dancing through life.
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Day 242 of 1000: Equity Valuations Fall Slowly When There’s Inflation
A lesson from financial strategist Russell Napier. Equity valuations fall slowly when there’s inflation. Are we facing a period of structurally high inflation?
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Day 231 of 1000: Art and Money
This week, I’ll be working on my kline-inspired Motion Memory paintings as well as the new portfolio dashboard I’m putting together in Google Sheets.
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Day 230 of 1000: Freestyle Investing
Applying the lessons of freewriting to investing, for people who can’t stomach buy-and-hold.
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Day 228 of 1000: 4D Spacetime and Taking the Long View
Musings on four-dimensional spacetime and what it might have to offer as advice for taking the long view.
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Day 226 of 1000: Against Buy-and-Hold Investing
Why I use market timing rules to limit losses in my investment portfolio rather than just doing buy-and-hold.
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DAy 225 of 1000: Investing Moves to Make Now, as the Dollar Declines
Trust in the U.S. is declining, with a consequent decline of the U.S. dollar against other currencies. What investing moves to make now, and why.
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Day 183 of 1000: Investing if there is an AI bubble
What do you do if you believe that U.S. stocks are in a bubble due to AI euphoria? Choose an equal-weight portfolio of global risk assets instead of market weight.
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Day 181 of 1000: Faith, ritual, and money
In which I ponder how to cultivate Page of Pentacles / Princess of Disks energy in my financial life.
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Day 160 of 1000: investing in the Artificial intelligence era
Some Friday morning musings about where to invest for the coming ten years.
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DAy 133 of 1000: Establishing investment discipline
After a monthly portfolio update reflecting on investing discipline and how the next stock market crash might unfold.
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Day 31 of 1000: my monthly portfolio update
Coming up on my monthly portfolio buy/sell day, I’m considering the near-term and long-term macro situation as well as asset charts.