When we talk about inflation, the conversation usually centers on periods (like now) when inflation is especially high.
The Reverse Tourist Gaze Researchers at Northeastern University have a phrase for what has been flooding social media this ...
Over the weekend, I was talking with a family friend who was moving some money around. I asked what he planned to do with the cash left over. I was hoping his answer wasn’t put it in a low interest ...
If you have real estate investment trusts (REITs) in your portfolio, you might be panicking a little bit. The sector has been hit hard over the past week and you are probably seeing a little too much ...
The AI Era is here, reshaping portfolios, businesses, and daily life. The genie is not going back in the bottle, and it brings real opportunities and real risks. The AI Playbook is your end-to-end ...
Today we continue reviewing Ray Dalio’s latest book, How Countries Go Broke. If, like me, you fear that you may soon live in such a country, Ray’s work reads like a guidebook to the future. But in ...
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 ...
If you’re tuning in to see what I think of the latest Iran fireworks, you may be disappointed. My opinion is as accurate as market reactions have been. Which, given wild swings both ways, suggests no ...
In the summer of 1944, with the war in Europe not yet won, the United States convened 44 nations at a resort hotel in Bretton Woods, New Hampshire, and wrote the rules of the postwar world. The dollar ...
One of the things I’ve learned after more than two decades of SIC is that the conference doesn’t really end when the final session wraps up. In some ways, that’s when the real work begins. It’s ...