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Following Bunk Moreland on Gold, Monetary Policy
There is something about monetary policy that drives significant portions of the investing populace insane. As a guess, it’s possible that the physical act of printing dollar bills, and the virtual act...
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Beware the Prince
I’m about as well sorted psychologically as I’m ever going to be but I get to use a shrink as consultant for niggling issues, an arrangement that suits us both. During a recent conversation, we were...
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Defending Analysts: The Mouth of Sauron, Not the Dark Lord Himself
One of the few consistent themes of this blog is that bad things, including client-screwing ethical lapses, happen not because of the rise of individual evil people but as the end result of a steady...
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Askers vs Guessers in Finance: Askers are Annoying, Rich
Any follower of @Real_Interloper is aware of my fixation on the issue of Extroverted versus Introverted personality types and the possibility that Introverts will be devalued in a service-based,...
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Wherein Finance Arbs Out the Better Angels of Our Nature
Most people who live or work in an urban center have had the disheartening experience of trying to help out a homeless person only to find track marks up their arm when reaching for your dollar. The...
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Pretty Lies
In a survey of literate financial industry professional I can more or less guarantee that the voting for McMurtry”s Lonesome Dove versus McCarthy’s Blood Meridian would fall along growth versus value...
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Finance Mythology
I think I’ve found a thread through yesterday’s shooting, economics and gender politics. Its actually a lot less impressive than it sounds. What we’re going to deal with – collective mythology – runs...
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Scumbag Storytime
I’m in a venomous mood so let’s play storytime. Keep in mind I can’t prove any of this in a legal sense. The only way to do so would be testimony from witnesses and victims, which won’t happen for...
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Requiem for Investing Twitter
I don’t have a lot of specific investing thoughts lately which is ironic because there’s been more activity than usual in my PA. Two full positions have been added – a brewer with big emerging markets...
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i don’t think you invest the way you think you invest
Sometimes you read or hear something and for a long period of time you’re like Kubrick’s chimps around the monolith. You don’t know what it is, but it’s big and you can’t leave it alone. Bashing at it...
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