Early outperformance relative to the NASDAQ Index On February 21, 2025 the NASDAQ dropped 2.77%. LEAF strategy was flat on the day with...

Exponential Disruption

It's time for Canada to consider it's future. We live next door to a giant.

Tariff Wall joins a Border Wall...isn't the real issue currency misalignment

The strategy checked off the list of expected outcomes, plus quite a few unexpected hiccups.

"Don't Fight the Fed". He suggested cautious stock market positioning....

Bill O'Neill peered down at me and coldly answered "Because you are playing with the house's money".

One purchases insurance with the hope that it never has to pay out.

the goal of being 20% less volatile than the benchmark has not been ascertained. It will certainly be tested going forward.

Charlie Munger " Always Invert"

Consumers and Investors are not happy. Financial Repression continues

Market analysts grapple with the task of foreseeing future stock market levels.

The Price of oranges...this morning I was truly startled.

One should be concerned with the rising levels of government debt. In around 2400 BC the Sumerians had a phrase for compound interest....

There appears to be no method to gauge "peak" investor interest.

Maximizing leverage is terrific if your timing is perfect. Luck will likely play a major part in getting the timing right.

Ten Surprises - Contemplating the Future

Investment Returns with Risk Controls

I have been contemplating changes in the work environment. Barron's and Apple News shared my interest in the topic and published my...

Could global interest rates fall to substantially lower levels?