Author: Alex Noonan
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I’ll F.I.R.E. Myself
I think about this scene at least once a week There are a few perspectives to take on this meeting. If you found the pitch interesting. Congratulations! You’ll be on the fast track for middle management in no time. If you are anything like me, the idea of getting up and leaving a boring job…
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Crap Denominated Bonds
History doesn’t repeat itself but it often rhymes Mark Twain allegedly The Malthusian Trap is an idea from Thomas Malthus regarding population levels and food supply. He contends that populations will grow to in excess to what the food supply can support and the result will be starvation and population decline. History also shows that…
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The Way of Volatility
“If you know the Way broadly you will see it in everything.” Miyamoto Musashi We all must follow some form of “The Way” Volatility in financial terms can be (imperfectly) summarized as change. There is expected change and unexpected change. To be “long volatility” is to bet that change will be greater than expected. Generally…
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Boring
If you had to guess which stock had better performance (risk-adjusted returns) over the last ten years would it be WD-40 or Tesla? That’s right… It’s WD-40. I bet your dad would’ve known. “But of course, It’s the perfect product” Now choosing 2009-2019 is cherry picking the time frame to the longest bull run in…
He Was A Data Boi 