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2021November

Why I Copped It on the Jab

Posted November 30, 2021

I took my first AstraZeneca jab yesterday. No, I dont think itll do much. And no, Im certainly not going to tell you to do it.Happy Hump Day, my...

Why Don’t Big Companies Seem to Care About Their Customers?

Posted November 29, 2021

To be clear, I’m talking about mega-cap companies. Customers, I find, are no bargain, either. Let’s look at both sides to see what we can come up with. Good morning on this bright,...

Modern Portfolio Theory: Part II

Posted November 28, 2021

Last Wednesday, I laid out the history of MPT. But I forgot Thursday was Thanksgiving in the States! So today, a little review and then the concluding part of the MPT piece. Happy...

Modern Portfolio Theory: Asset or Liability? Part I

Posted November 24, 2021

What is MPT, and why is it important? What are MPTs assumptions, and are they correct? Is there a better way to invest?And over the hump, we go.Its a...

The China Privilege

Posted November 22, 2021

Good morning!Im getting through all the excellent suggestions from the mailbag. This one, in particular, jumped out at me today.Rude reader Geoff, from Gig Harbor, WA, asked me to share...

What Does the Fed Have to Do With Rolex?

Posted November 21, 2021

Good morning!Its a glorious Monday - lets pretend those things exist - in Cebu today. This time of the year is when the Philippines becomes temperate, or at least livable,...

A Little Housecleaning

Posted November 18, 2021

Happy Friday!Its been a productive week for me, and I hope its been great for you.Ill keep it short today, as I usually do on a Friday. So grab your...

With the Lights Low, Everything Looks Great

Posted November 18, 2021

Its Thursday, and that means theres only one more day to go.Is it the end of the beginning or the beginning of the end?Theres a lot of chatter out there...

My God, Europe Is Better Value for Money

Posted November 16, 2021

Its Hump Day, and were all the better for it.Charles Dickens wrote in A Christmas Carol:Marley was dead: to begin with. There is no doubt whatever about that. The register...

Gold Gets Uppity, But Is It Real?

Posted November 15, 2021

Gold has rallied over $100 in the past two weeks. Is it a sustainable trend or another false alarm? What evidence backs up the move?Good morning on this fine...

Building Your Own Business Has Gone Mainstream

Posted November 15, 2021

4.4 million American workers resigned from their jobs in September. Chicken entrepreneurship is a great first option. Todays technology makes that more accessible than ever.Happy Monday!I hope you had...

The Accountability Check

Posted November 11, 2021

Ive been fasting for 71 days. Its time to pull back the curtain. Tips, tricks, and advice are on the way.Happy Friday!Its been a heavy Rude this week, as...

Do You Need to Sprint to Outrun This Inflation?

Posted November 11, 2021

Inflation hits a 30-year high. The last time it was this high, Dubyas Daddy was President. Its great to own assets right now. Even - perhaps, especially - stocks....

Too Stupid for Words… and Work.

Posted November 10, 2021

Happy Hump Day! I genuinely feel for those who can’t get jobs in their chosen field of endeavor.  I know.  I couldn’t get into writing for years. But compounding that temporary failure...

Mutti’s Legacy Continues to Divide

Posted November 08, 2021

It’s a hot, sunny Tuesday here in Cebu. I hope your week started well. Today, let’s talk about a part of the world that doesn’t get enough attention, with Biden and Xi...

What’s a Few Trillion Between Friends?

Posted November 07, 2021

It’s Monday, and I’ve got a helluva week coming up for you. I’m glad to be back after Marin’s week at the helm, rejuvenated and ready, thanks to DC’s nonstop idiocy. I...