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Square One Investing
Veritas
Aequitas


Beware of Fake Financial Experts (a critique of Lyn Alden, Luke Gromen and the like)
There is a sense in the world that 'something' is wrong with the global economy- the rise of populism in numerous countries evidencing...
Dec 9, 2024


It All Starts With The Dollar...
Jeremy Rudd, an economist at the Federal Reserve, wrote a few years back that, " Mainstream economics is replete with ideas that...
Nov 10, 2024


How Modern Markets Work
The vast majority of stock price movements are a result of "options" and "systematic" flows. For those raised on Warren Buffet and the...
Nov 5, 2024


Passive Investing and the Collapse of Financial Markets
" We agree with your analysis … There is nothing we can do. Vanguard and Blackrock own the regulatory apparatus. If we raised the alarm, all we’d do is get fired. We have to wait for the event .”
Oct 23, 2024


How You Can Understand Financial Conditions
The 2023 banking crisis was one of the largest in US history, and like the Great Financial Crisis 'no one' saw it coming. This note...
Oct 16, 2024


Investing Primer
You can make life changing money in the stock market. The fact that the 'best' investors of all time (Warren Buffet, Stanley...
Oct 16, 2024


China and the Monetary System
I had a discussion with the "China expert" for Peter Thiel's hedge fund years ago; I argued that China would significantly underperform...
Oct 16, 2024
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