Americans Vote On The Future of Congress And Your Money

future of money

This past Tuesday a bitterly divided America had a referendum on Trump. Officially it was the midterm elections here in the US, but really, it’s was a referendum. The single political question: Should the House of Representative and the Senate stay Republican? Said differently, Trump Yes? Or Trump No? For two years Trump has had…

Continue Reading →

Look Who’s Panicking Right Now

I was introduced to meditation in 1997. This was also the same year I completely stopped watching the news. One of my first and favorite quotes I heard about meditators was: If you think you’re enlightened spend a weekend with your parents. If you want to know who someone really is. I mean really. Put…

Continue Reading →

The Stock Market Will Fall This Far… At Least.

I took my deep dive into figuring out what really works in investing in my 20’s.  I was told by everyone to read this book. Or read that book. Or read this study. Or read that study.   The problem… my brain doesn’t do “reading” it does “seeing.” Almost all of learning is based on…

Continue Reading →

Damage Has Been Done To The Stock Market…

Damage has been done to the market. In February this year, two days before the full 10% fall in the S&P500 had taken place I sent out a message to my subscribers saying: everything is going to be okay, but be prepared to read frightening stories of, “this is the big one.” I would not…

Continue Reading →

Is Value-Momentum Even A Thing?

  “Only the disciplined ones in life are free. If you are undisciplined, you are a slave to your moods and passions.” – Eliud Kipchoge Eliud is not a guru born in the 1300’s. And he didn’t lead the Romans to victory after victory. He’s a slightly built man that did something no one has…

Continue Reading →

Will Religion Hurt Your Portfolio?

The first time I went to an Unitarian Universalist Fellowship was before my son was born… so I’m guessing it was over 12 years ago. We were there on graduation day. The seventh graders were graduating from their religious education class. And in the prior months fourteen, twelve year olds in Silicon Valley were offered…

Continue Reading →

Better Than Net Worth….

What’s your net worth? What you’re probably thinking about right now has something to do with your money or investments, right? Makes sense. This is a money and investment blog. Below is a definition of “net worth” from Investopedia: An individual’s net worth is simply the value that is left after s/he subtracts her debt…

Continue Reading →

13 Random Thoughts….

Burgess is in Amsterdam for the week and I’m playing Mr. Mom (read: less time for writing). Below are a handful of thoughts, quotes and questions that I’ve been jotting down over the past few weeks. — — — BONDS… “I wouldn’t own any. I don’t want to hold Treasuries now.”  Jamie Dimon, CEO of…

Continue Reading →

The Bond Market in 7 Charts

The 30-Year US Treasury Bond Price

The US Municipal Bond Market (via ETF: MUB) Down -0.70% YTD (including dividends) Down -1.4% since July 2016 (including dividends) The 10-Year US Treasury Note Price Index Down -3.3% YTD Down -10.3% since July 2016 The 30-Year US Treasury Bond Price Index Down -6.3% YTD Down -19.26% since July 2016 The iShares 20+ Year Treasury…

Continue Reading →

They’re Watching You…

The email below hit my inbox Sunday, September 2nd in the evening. The only thing I added was a link that he mentioned. — — — There were red flags. Which is an understatement. It’s not that I can’t recognize when somethings wrong… It’s just that… I didn’t know where to start. Losing half my…

Continue Reading →

Page 1 of 47