IN THIS ISSUE

1. My son likes Trump’s tariffs

ONE MORE THING...

Learn from Dorsey?

IN THIS ISSUE

1. Trump’s political rhetoric meets reality

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No cellphones at the Masters - That’s not how Boards work - The Dollar - watch this space

IN THIS ISSUE

1. Are these tariffs legal?

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How about those Likelyhoods? - Money supply - Keep it simple - Read a poem

IN THIS ISSUE

1. Complacency kills

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Coincidental history - Bitcoin trash - Leveraged consumption

IN THIS ISSUE

1. UPDATE: Pessimism is costly

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If it was easy…

IN THIS ISSUE

1. Which party is better for stocks?

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Elon or Warren? - Pseudo-passive indexing - Yes, valuations are high - Fartcoins. Seriously.

IN THIS ISSUE

1. President-Elect Trump

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Public service announcement - This is what performance-chasing looks like - Markets are broken… so is traditional active management - Seriously? - Be patient

IN THIS ISSUE

1. All polls are wrong, but some are useful

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Risk management for a life portfolio - Flight attendants, prepare for a soft landing

IN THIS ISSUE

1. Be investor-friendly

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There's a Robot Warren Buffet ETF

IN THIS ISSUE

1. Mind the Gap

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Do valuations still matter? - Contradiction! - Warren Buffett's selling concerns investors

IN THIS ISSUE

1. Upsets happen

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Leading or lagging?

IN THIS ISSUE

1. Game On

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Recession is coming. Or is it?

IN THIS ISSUE

1. Dead as a hedge fund

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Lucky vs. Repeatable - Ted Seides wishes he met Dave Ramsey

IN THIS ISSUE

1. Remembering AIEQ

2. Remembering Munger and Kahneman

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Nonsensical valuation - Hindsight bias

IN THIS ISSUE

1. Insuring Aaron Rodgers

2. RIP Daniel Kahneman

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This is not news anymore

IN THIS ISSUE

1. Likelyhoods in the Super Bowl

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Is good news actually good news again? - Psychological shorts don’t pay the bills - Shorting is still a tough way to make a buck - Even Warren Buffett

IN THIS ISSUE

1. UPDATE: Go to Cash for 7 year… ooof

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Market forecasting is hard - Short pain - Active vs Passive

IN THIS ISSUE

1. In 2023, pessimism was expensive (again)

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John Henry knows better - Inflation’s tailwind - The Gas Station - PlayStation Indictor

IN THIS ISSUE

1. More investment managers should run marathons

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Why market timing doesn’t work - It pays to wait

IN THIS ISSUE

1. Was it a good decision?

ONE MORE THING...

Law of Large Numbers Tweet Warnings - “Short and Distort” vs. “Meme Stock Mania”