July 15, 2025 Dissecting the TACO Normally, any one person’s decisions have little economic effect… but we’re not in normal times. Read more ...

Many people yearn for a simpler life. Ironically, that’s the one thing we’re almost guaranteed not to get. Technology keeps shifting the ground beneath us, mostly for the better, but also creates ...

July 23, 2025 I Wouldn’t Touch Today’s Housing Market—But I Do Invest in Real Estate I decided years ago that owning a house wasn’t for me. I don’t want to be tied to the same place for too long. I ...

July 16, 2025 Signs that Scream “Time to Sell” For dividend investors, it’s a little more complicated than buy low and sell high. Read more ...

The White House released America’s AI Action Plan—the clearest signal of AI’s importance to global dominance ...

My Favorite Trends Right Now I still look at overall market trends when researching REITs. Right now, I wouldn’t recommend office REITs. At the start of 2025, about 20% of US office space was sitting ...

I Wouldn’t Touch Today’s Housing Market—But I Do Invest in Real Estate I decided years ago that owning a house wasn’t for me. I don’t want to be tied to the same place for too long. I bought my first ...

This week’s letter will take a look at the growing number of ridiculous, inane, and otherwise nonsensical absurdities that fill the daily economic headlines. I have gone from the occasional smile to ...

Happy Fourth of July! I hope you’re enjoying a long holiday weekend. That’s what I am doing, so this letter will be a little different. But first, this is a very special Fourth of July. It is the ...

Financial market news has seemingly become all tariffs, all the time. The president’s plan, whatever it is, seems to spring from his belief that trade deficits are bad and must be eliminated. Tariffs ...

Anyone else ready for the election to be over? This uncertainty is exhausting, no matter how you want it to end. But sadly, it won’t really end. We will just transition to a different uncertainty over ...