It will always be tempting to believe you can have your cake and eat it too
Joshua M Brown
The questions we hear all the time
…recognize what we do know and what we can’t know….
Today in Absurd Tribalism
The implications of this sort of absurd tribalism for investors and markets are obvious
I’m Going to Read Seven Books This Summer – You Can Choose Them!
Help me!
QOTD: Constantly Humble
What differentiates successful investors from others is not related to intelligence
Chart o’ the Day: The Everything Rally
The Wall Street gives a shoutout to the Everything Rally this morning, noting the current goldilocks environment of low inflation, stable economic growth, easy monetary policy and the dollar’s 5% fall. Stocks, bonds, gold and bitcoin—assets that rarely move in unison—have all been surging this spring, an everything rally that leaves investors confounded about how…
RWM Coming to Orange County, CA!
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Persistence
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QOTD: Negotiated Ideology
“I think that the current president is quite practical in terms of being willing to change his positions…”
Ray Dalio changes his tune on President Chaos
Dalio was originally optimistic on Trump’s willingness to break the mold