The Philosophical Investor's Blog

From Procrastination to Perfectionism - The Art of Play

Procrastination

This week’s blog post continues with the second half of the summary of Free Play: Improvisation in Life and Art by Stephen Nachmanovich. Every creative person is constantly faced with obstacles that get in the way of their productivity. And these can be brutal.

…

Read more ›



New - Debt Worries - Then and Now

Debt Worries
A blog for the curious skeptic –
There’s nothing new under the sun
(or at least very little)

I’m a big fan of newspaperarchive.com. I have a rather anti-social hobby of often going back and reading old newspaper articles. Occasionally I come across some worth sharing. The following is one written on March 18,

…

Read more ›



Jacob's Incredible 30-Year Milestone

Jacob Stroke May 23, 1995

In 1995, I had been working at CWS for nearly eight years and had been married for six. One day, while I was in the office, I was interrupted from a meeting and told that my wife needed to talk to me.

…

Read more ›



A Jenga Life

A Jenga Life

A little while back there was a tennis tournament in the Palm Springs area where we have a second home. A number of people were playing in the tournament who we knew and we had some of them over during one of the evenings.

…

Read more ›



The Intelligent Ignoramus

The Intelligent Ignoramous

With this week’s blog, I will inevitably get drawn into the morass of politics by reposting this tweet from X.

Colby Badhwar @ColbyBadhwar vance is intelligent buy profoundly ignorant

Ignoring the typo in which “is” should have been “his” the post made me wonder about the paradoxical intersection between intelligence and ignorance.

…

Read more ›



A Slippery Slope

AI Writing Slippery Slope

I’m on a bit of a slippery slope here. I take pride in producing a weekly blog almost without fail for the past 12 years. There are times when I am scratching my head for ideas or not feeling super inspired to write.

…

Read more ›



Buckle Up

Trade Wars buckle up

I can’t believe I’m saying this but I kind of miss the days when interest rate concerns were at the forefront of investor concerns, including mine.

Beige Book mentions of _interest rates' or related words_phrases

Now it’s been replaced by trade and tariff fears.

…

Read more ›



Notes from Abu Dhabi...And One from Oman

Abu Dhabi sovereign wealth and pension funds

Last week I was in Abu Dhabi for a one-day conference, and then Heather and I went to Oman for a few days. There were approximately 150 people at the conference, with a strong representation from the Abu Dhabi sovereign wealth and pension funds.

…

Read more ›



Method Behind the Madness?

Trump Tariffs

The bond market detests Donald Trump’s approach to tariffs. 

Treasuries Suddenly Trade Like Risky Assets in Warning to Trump

Equally importantly, it appears that much of the American public does as well. This chart should scare Donald Trump as independent voters are now very concerned about inflation spiking in the near future.

…

Read more ›



Gradually and Suddenly...Real Time

Trump TariffsNick Maggiulli @dollarsanddata

Live Updates_ S&P 500 Down over 10% in 2 Days as Trump Upends the Global Order

Dow slides 2,200 points as stocks seal historic rout spurred by Trump's tariffs

I have written a lot over the years about how global events and markets often follow the path of how one of Hemingway’s characters said he went bankrupt.

“How did you go bankrupt?”

Two ways.

…

Read more ›



Categories

Free Insights