September 26, 2024 | Life
I want to talk about why this book is important.
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September 19, 2024 | Risk
A couple of weeks ago, I wrote about how I thought the bottom in commodities was near. I think it happened.
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September 12, 2024 |
How much do politics affect the markets? The way people talk, you would think that politics would affect the markets a lot.
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September 5, 2024 | Investing
People like stocks and bonds but don’t like commodities.
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August 29, 2024 | Risk
Private equity firms do private equity. If they run out of good opportunities, it’s not like they're going to switch to, say, commodities trading.
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August 22, 2024 | Risk
Have you noticed that across businesses in a range of industries, prices are higher and the customer experience is worse?
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