DAy 297 of 1000: The U.S. is Not Immune to the Effects of the Strait of Hormuz Closure
The United States is not immune to the closure of the Strait of Hormuz just because we are net energy exporters. Consider plastics and food.
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.
Day 295 of 1000: Everydayness vs. Festiveness
Byung-Chul Han on Heidegger’s concept of everydayness, and how it should be complemented with festiveness.
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.
Day 293 of 1000: Surgery Week Arrives
As I approach major surgery and its aftermath at the same time I’m learning to trade, pondering the Hermit and his wisdom.
Day 292 of 1000: Is The Dollar’s Reserve Currency Status at Risk?
If we are in a fourth turning, will we see a new world reserve currency emerge?
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.
Day 290 of 1000: The Theory of the Four Turnings
Howe and Strauss’ theory of the four turnings suggests we are in a crisis phase. What role will the U.S. play in the new world order?
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.
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?
DAy 286 of 1000: Global Trade and the Fourth Turning
The current closure of the Hormuz Strait is putting pressure on the petrodollar system. If the U.S. loses it, they’ve lost their economic power too.
Day 285 of 1000: In This alone
As I move towards committing to living a life by myself, I reflect on the Nine of Pentacles Tarot card and ideas from Kingma’s Coming Apart.
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.
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?
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.
Day 278 of 1000: Is This the Beginning of a Commodities Supercycle?
Considering the commodities supercycle of the 1970s. Lessons to learn and moves to make now, if we are entering another one.
Day 277 of 1000: Central Banks and the Mideast Crisis
The war in the Middle East means that every country around the world faces complicated supply chain impacts and difficult interest rate decisions.
Day 276 of 1000: Middle East Crisis Alpha For Your Portfolio
Sharing a framework for global macro shocks from a former Fed guy. Moves I’m making in line with his thesis.
Day 274 of 1000: Cultivating the Excluding Instinct
Learning to exclude crowding and intrusive stimuli so as to live the vita contemplativa. Ideas from Han and Nietzsche.
Day 273 of 1000: The Can-Do Society and Depression
Considering philosopher Byung-Chul Han’s diagnosis of the cause of depression and other mental illnesses, from The Burnout Society.
Day 272 of 1000: The Inspiration Society
Instead of the achievement society, how about participating in the inspiration society? How The Fool Tarot card got me thinking of a different way of living.
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