I talk a lot about conviction when I’m discussing the companies in which I invest. I do my research and compare a company to others in the same industry and decide if this is the best investment for me. Then I write up a quick 15 minute thesis – why I like the company, what […]
This Is What Conviction Looks Like Read More »
This morning I was browsing some old posts and wanted to follow-up on things I’d said to see how they were holding up. Bitcoin Back in November of 2025 – 3 long months ago – I wrote I Own Some Bitcoin, But That Doesn’t Mean I Have To Like It. Cryptocurrency and Bitcoin especially, seem
3 Important Lessons & a Trip in the Wayback Machine Read More »
Today we’ll be picking on me. Most of the time, I’m smart (or lazy) enough to pick a diverse basket of companies and mutual funds in which to invest and then I go about my business. But sometimes, I feel the need to outsmart the market. Perhaps I can make a killing by reading the
Most Investors Are Terrible At Predicting The Future Read More »
Towards the end of each year, I do an annual portfolio review. I’ve written about this here and here. This year I had some help. Grok helped me plan a vacation and helped me come up with a tax minimization strategy using Roth conversions so I thought I’d have him check out my portfolio. Privacy
3 Keys to Navigating Uncertainty Read More »
Back in March, I wrote a post where I decided to back up my love for the S&P 500 with real money. You can read the post here. I did this for 3 reasons: That said, investing in equities is scary. Everyone has their own story but mine is pretty simple. My Story I have
Lessons From “Put Your Money Where Your Mouth Is” Read More »
Today’s stock news on CNBC is quite a mixed bag. First thing we notice is how concerned our professional trader is. Look at the tension. He looks worried. We should be too. The S&P 500 futures are down (so are the Dow and the NASDAQ). He’s right to be worried. And he’s worried about tech
Tune Out To Prevent Rash Decisions Read More »
Interesting headline from a guy who recently posted IF YOUR EQUITY INVESTMENTS HAVEN’T GAINED 24% IN 2024, YOU NEED TO MAKE SOME CHANGES. The post in question was the result of a discussion with a friend who was lamenting lackluster performance in his retirement account. The S&P 500 has been up more than 20% in
Do I Need To Beat The Market? Read More »
Today, with a government shut-down looming (and we still have tariff uncertainty, wars in the Ukraine and Gaza, and other assorted problems) the market continues to rise and today I read that: in the Daily Upside. In the almost 2 years that I’ve been posting here, I’ve spent a bit more time paying attention to
Be Wary Of Market Optimism Read More »
Yesterday’s light read was Gen Z is deep in ‘financial nihilism’: Why young people are betting big on stocks and crypto. Here’s a quick rundown: I can’t help contrasting this with Sylvia Bloom. I’ve written about her and I always spend some time talking about her when I teach personal finance classes. You can read
Is Investing Dead? Read More »
I’ve found that short term investing is a losing game. In fact, I wouldn’t call it investing. It’s more like gambling. Back in 2020, everyone was excited about Gamestop. We heard about regular people like us making unheard of fortunes overnight. Everyone was getting rich. Then came the stories of the folks that lost their
The Ups And Downs of Investing Read More »