Category: finance
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Rumblings in the labor market
I am going to make a case for some real actual inflation, the kind that stocks don’t like. I’m not going to mention any of the usual inflationista the Federal Reserve Balance Sheet, Money Printing, or even Supply Chains. Yes, a truly hot take. The inflation that I see as a underappreciated risk is labor…
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Bond Market Vigilantes
Knights of the Old Republic In the before times, people actually cared about the government deficit. Which may seem hard to believe now (see below). For a brief moment there was even a surplus during the late 90’s. Fiscal discipline is one of those quaint ideas right out of a Ken Burns documentary. However, ideas…
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The Barbell Portfolio
Disclaimer: This blog is for entertainment purposes and should not be taken as investment advice. Consult an investment professional before making investment decisions. I do not hold any certifications or licenses that allow me to give such advice. Secondly, here at alexnoonan.com we believe suckers get what they deserve. If you make a trade or…
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The Basics on Investing in Gold
Disclaimer: This blog is for entertainment purposes and should not be taken as investment advice. Consult an investment professional before making investment decisions. I do not hold any certifications or licenses that allow me to give such advice. Secondly, here at alexnoonan.com we believe suckers get what they deserve. If you make a trade or…
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Trade Idea: Long Tankers
Disclaimer: This blog is for entertainment purposes and should not be taken as investment advice. Consult an investment professional before making investment decisions. I do not hold any certifications or licenses that allow me to give such advice. Secondly, here at alexnoonan.com we believe suckers get what they deserve. If you make a trade or…
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5 Takeaways from Reminiscences of a Stock Operator
Reminiscences of a Stock Operator by Edwin Lefèvre is a classic investing book. The book was written in 1923 and surrounds a trader named Larry Livingston who is based on Jesse Livermore. Jesse was one of the great traders back before the Great Depression. He gained and lost immense fortunes multiple times. At one point…
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The Minsky Moment
New post is up on the danger of recency bias in investing. In light of current events it should be topical. I wish I was able to get it out sooner!
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Unfunded Pensions
The above picture shows the funding percentage of our Nation’s public pensions. not a pretty picture. As if our country needed another complex divisive issue to tear us apart. This is a financial crisis that could have a greater impact on the country relative the student debt “crisis”. Yet it is largely ignored by the…
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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…
He Was A Data Boi 