The Philosophical Investor's Blog

Monetary Squeeze and Industrial Disease

Monetary Squeeze and Industrial Disease

Yeah, now the workforce is disgusted, downs tools, walks

Innocence is injured, experience just talks

Everyone seeks damages, everyone agrees that

These are classic symptoms of a monetary squeeze

On ITV and BBC they talk about the curse

Philosophy is useless,

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Regime Change

Fed regime change

The Supreme Court’s decision to overturn Roe vs Wade understandably elicited a huge wave of outcry (pro and con). One of the most controversial aspects of the decision was the seeming disregard for Court precedent and how it was perceived by legal experts to have been tossed aside.

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Divining the Futures

Divining the Futures

I have a great-nephew that is about to turn one in July and he and his parents, my niece and her husband, live in the Bay Area. They came down to Orange County to stay with their parents (my sister-in-law and brother-in-law)  for Father’s Day weekend.

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Sorry Joe

recession sorry joe

I feel for Joe Biden. I really do. No President is solely responsible for economic ills or gains as there’s a continuum that carries over from previous administrations and policies. There are too many forces and variables in play to ascribe blame or credit entirely to an administration.

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(And) So it Goes

Gary Grateful Dead June 2022 Palo Alto

Preface: This turned out far longer than I was expecting but so it goes.

One of the more profound lyrics of the Grateful Dead is “Once in a while you can get shown the light in the strangest of places if you look at it right.” That has played out throughout much of my life with epiphanies and insights from unexpected sources that have altered my path,

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Passing the Baton

investor passing the baton

I was going to do a bit of a travelogue from my trip to London but one vital lesson I have come to learn in life is the importance and power of commitments. When one makes a commitment then it often requires preparation to honor that commitment.

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Housing Economic Dependency: A Tale of Two Countries

I have always been fascinated by economic cycles. What I have learned over the years is that financial excesses that reverse into fear and revulsion are often catalysts for economic downturns. Real estate, commercial and/or residential, are often culprits because they are assets that can be leveraged which can magnify returns as well as often being influenced by tax advantages which can stimulate demand beyond its longer-term trend.

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Off Target

manufacturers the Fed inflation off target Jay Powell

Last week was brutal for retailers as major earnings announcements showed how they have been hit very hard by huge cost increases. Wal-Mart started the week off shocking the market with its very weak earnings outlook and then there was Target.

Target shares sink 25% after company says high costs, inventory woes hit profits

Its stock price got absolutely crushed in the wake of its results being released.

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Health Hack Habits

Last week was very busy as I was in Austin for most of it to attend and present at our first company national meeting since 2019. The trip also included participating in two advisory board meetings. In order to meet my weekly blog commitment,

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Rage Against the Machine

The Federal Reserve Rage at the Machine

enantiodromia

I love the word enantiodromia. Maybe it’s because of how esoteric it is or how intelligent it makes me seem (even though I can barely pronounce it). I think the real reason I like it is that it captures a very powerful tendency in people and in cycles for people and nature to shift to their opposites.

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