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When markets sell off and the phones start ringing, I see the same thing over and over again. Investors letting their emotions do the trading for them, and it costs them a fortune.
The Federal Reserve has a new chair, and his first message is refreshingly simple: stop talking so much. As someone who has watched the Fed turn economists into television personalities while everyday investors get whipsawed by every comment and speech, I think Kevin Warsh is onto something.
Every time I scroll through financial commentary lately, I see the same recycled outrage about trillionaires, and it tells me one thing: economic literacy in this country is in serious trouble. Let me break down why the panic is missing the point entirely.
Private equity has become the golden exit for thousands of entrepreneurs, but what happens after the check clears? I have been warning about what I call demonic musical chairs for decades, and the private equity world is one of its clearest examples.
Every investor loves a sure thing. But the moment you become completely certain about any position, you have become Nassim Taleb’s turkey, fat and comfortable right up until the day everything goes to zero.
Everyone keeps screaming about China invading Taiwan, but I think they’re missing the real story. China’s domestic economy is quietly imploding, and that has far bigger implications for your portfolio than any military headline.
There is a logical fallacy spreading through our political culture like a virus, and it is called whataboutism. I want to talk about why this mental shortcut is destroying our ability to hold anyone accountable for anything.
We are sitting at forty trillion dollars in debt, and Washington wants to drop another one point five trillion on defense next year. If you think that kind of fiscal recklessness does not eventually show up in your retirement account, you are not paying attention.
