The Philosophical Investor's Blog

A Graphical Extravaganza with a Little Hemingway Thrown in

I thought I would return to a post focusing on charts that I found compelling this past week. The Fed is now telegraphing an imminent slowdown of its purchases of Treasuries and mortgage-backed securities. The reaction of bond investors led to a narrowing of the yield curve.

Read more ›



Energy Crunch - The Co(a)ld Hard Facts and Opportunities

Energy Crunch - The Co(a)ld Hard Facts and Opportunities

One can see that natural gas has gained the most market share of the world energy supply between 1973-2019. Oil’s share has dropped quite significantly during this same time frame. With that being said the second chart shows that it has still grown materially but not nearly as much as natural gas and nuclear.

Read more ›



Soar with your Strengths, Not your Passions: More Advice for your Kids

public speaking Soar with your Strengths, Not your Passions

A few years ago I did 23andMe. I was not only curious about my ancestry but what medical risks might be present based on my DNA. Fortunately, I don’t appear to be predisposed to any serious ailments. Over the course of its many years in business,

Read more ›



The China Syndrome - Contrarian Real Estate Opportunity? Perilous Times

Evergrande China Syndrome

China has been capturing a lot of headlines with the implosion of the country’s largest homebuilder, Evergrande. It has an estimated $300 billion in liabilities and approximately 1.4 million homes under construction or with deposits obligating them to build homes in the future.

Evergrande Group Insolvency

This is a big deal as a disorderly collapse of the Evergrande Group can have huge ramifications on the economy and social stability.

Read more ›



The Hard Truth for your Children - Build up Your Soft Skills

soft skills

There is no doubt that technological innovation has automated more tasks and this will only become more pronounced with the greater use of artificial intelligence and robotics. This has created a greater demand for workers who have “soft” skills since routine job tasks are becoming more automated or commoditized.

Read more ›



Liberating our Minds - Thoughts about 9/11 and Covid-19

September 11th Covid 19

With the 20th anniversary of September 11 just having passed I felt compelled to make a reference to it in this post. What I find interesting is that after the Twin Towers and Pentagon were attacked and over 3,000 people were killed on American soil,

Read more ›



Dead, Alive, Vigor and Vitality - Learning from Bob Weir

Bob Weir John Mayer Dead and Company Tour 2021

Last week was one of leisure travel which is something I haven’t done in a while. The tail end of the trip included a stay in Newport, Rhode Island. It just so happened that Dead & Company was playing about an hour north in Mansfield,

Read more ›



Space, the New Frontier

Space Real Estate migration

Urban locations with great walkability were in great demand…until Covid hit. These locations became far less desirable as congregating was either not allowed in large numbers or people didn’t want to gather together in close quarters for fear of exposing themselves to Covid.

Read more ›



Afghan Realities and Applications to Planning

Taliban Afghanistan

One of the reasons I am such a big fan of Charlie Munger is that he is ruthlessly realistic. He and Warren Buffett believe that the key to Berkshire Hathaway’s incredible success is that they are built for rationality.

Read more ›



What Is Top of Mind? Housing or Inflation?

Housing Inflation

The answer? See for yourself, is it inflation or housing or both?

If Google Trends are any indication then inflation has been a top-of-mind topic.

Inflation

CPI – Consumer Price Index

This is not surprising as one has to be a survivalist living far away from civilization and fully self-sufficient to have not been impacted by rising prices and slower delivery and service times.

Read more ›



Categories

Free Insights