The Great Capital Migration
Wall Street's most reliable pattern: How following the money and its impact on demand beats forecasting demand in a world obsessed with narratives.
Investing
8 posts
All Roads Are Stimulative
For over two years, the Fed has raised rates at the fastest pace in decades, yet inflation remains above its 2% target. Why? A big part of the answer lies in a phenomenon called fiscal dominance.
Uncertainty & The Icarus Print
NVIDIA’s stock soared to new heights last week, only to reverse sharply. It's left me cautious if not bearish on the stock.
We Live for Volatility
History has shown time and again that those who can keep their heads when others are losing theirs often emerge stronger on the other side of market turmoil.
Uneducated Investor's Contrarian ETF Portfolio
I've put together a model portfolio allocation using exchange-traded funds (ETFs) to make the contrarian ideas I share on Uneducated Investor easy to access and implement.