The Philosophical Investor's Blog

Who Are You?

The Who

There were a few impactful events that happened last week. It was the holiest day of the year for Jews, which is Yom Kippur. It’s a day we’re supposed to atone for our sins, fast, and attend services. It’s always a powerful experience to be in community,

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Get a Grip

Get a Grip

I can’t always pinpoint what triggers an interest in something but if it’s related to health and makes a lot of sense then there’s a decent chance I will apply it somehow, someway in my routine. Cold showers, smoothies, blue zones,

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Don’t Look Back in Anger — Jerome Powell

Jay Powell September FOMC Rate Cut

🎸 Don’t Look Back in Anger — Jerome Powell’s Pivot Ballad

Subtitle: A Fed Chair’s Lament in the Key of Regret

Intro: Leadership flows best when it’s adaptive,

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Brothers in Arms

Oasis Noel and Liam

I had the great fortune to see Oasis at the Rose Bowl with Heather. What an incredible show and communal experience. 

Oasis Hollywood Bowl September 2025

Source: https://x.com/TaylorMod/status/1965516938727358469

From the moment I saw Liam Gallagher’s following post on X in August 2024 I could not wait to see one of the reunion shows.

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Stand by Me: The Fed Will Cut Three Times

Stand by Me: The Fed Will Cut Three Times

The two big events last week were the release of the non-farm payroll report and Heather and I attending the Oasis concert at the Rose Bowl. I will target discussing the latter next week while focusing on the former for this week’s blog.

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The Die Has Been Cast

The Die Has Been Cast

Last week was one that consisted of travel to New York City to attend the U.S. Open and to see a play written by my daughter that she also acted in and directed. Needless to say, there is a lot to be grateful for to be able to see Jannik Sinner and Iga Swiatek from a wonderful suite at Arthur Ashe Stadium and then get to see my daughter put her craft to work.

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A Jackson Hole Farewell

Jerome Powell indicates conditions 'may warrant' interest rate cuts as Fed proceeds 'carefully'

Fed Chairman Jerome Powell gave his annual Jackson Hole address last week. It’s almost assuredly his last one and is a fitting end to his tenure as it remained consistent with his personality and approach which is to be measured and flexible versus narcissistic and dogmatic.

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Make Fear Your Friend

Make Fear your friend

Wisdom from Warren Buffett

“Fear is the foe of the faddist, but the friend of the fundamentalist.” (1994)
“A climate of fear is their best friend. Those who invest only when commentators are upbeat end up paying a heavy price for meaningless reassurance.”

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Happy Birthday Jerry

In acknowledgment of what would have been Jerry Garcia’s 83rd birthday on August 1st, the three Dead & Company concerts in Golden Gate Park honoring what would have been the Grateful Dead’s 60th anniversary, and the passing of Jerry Garcia on August 9th,

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Suddenly, I'm Not Half the Labor Market I Used to Be

Suddenly Jobs Report

Last week, I mentioned the possibility of showing the output of an A.I query regarding some events that took place with me recently. I’m going to have to save that for next week or beyond, given the release of last week’s jobs report. It was so jarring and had such market impact that I would be negligent if I didn’t focus this week’s blog on that report.

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