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The Philosophy of Commodity Investing

The Philosophy of Commodity Investing

June 19, 2025

Usually when commodities are rallying, things are bad.

Doing Nothing

Doing Nothing

June 12, 2025

Warren Buffett is considered to be the best investor in the world. What is it that makes Warren Buffett so good? How many stocks or companies has he bought and sold over the years? A few hundred? He is the best investor in the world based on a few hundred decisions that he has made in his lifetime. He has the best judgment.

Focus On Your Job

Focus On Your Job

June 5, 2025

As my friend Nick Maggiulli is fond of saying, you have much more earnings potential in your job than in your portfolio, so it makes sense to spend more time thinking about your job than your portfolio.

You Don’t Have to Have an Opinion

You Don’t Have to Have an Opinion

May 29, 2025

I don’t have an opinion about stocks here at all. None. Therefore, I’m not going to trade them.

Debt Downgrade

Debt Downgrade

May 22, 2025

There is still zero desire to control the deficit.

A Hedge on Your Life

A Hedge on Your Life

May 15, 2025

Life is volatile enough. Why add more volatility to it?

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