At The Money: Dividend Growth with David Bahnsen
At The Money: Dividend Growth with David Bahnsen (August 25, 2026) Dividends are among the oldest and most highly regarded...
10 Wednesday AM Reads
My mid-week morning train WFH reads: • Are Inflation-Fighting Bonds on Sale?: I just bought more Treasury Inflation-Protected...
What’s Upsetting the Bond Market?
This has been a confusing couple of weeks (years?) for market watchers and bond investors: Yen interventions; announced...
10 Tuesday AM Reads
My Tuesday morning reads: • The Debt-Equity Distinction: A Century of Policy by Accident: Daniel Peris asks what if much of what we...
Transcript: Alex Morris, “Buffett and Munger Unscripted
The transcript from this week’s, MiB: Alex Morris, “Buffett and Munger Unscripted,” is below. You can...
10 Monday AM Reads
My back-to-work morning train WFH reads: • Broadening the Base: more than 60% of stocks beat the S&P 500 in June and July: A...
10 Sunday Reads
Avert your eyes! My Sunday morning look at incompetency, corruption and policy failures: • Why does everything feel like a scam? Hanna...
MiB: Alex Morris, “Buffett and Munger Unscripted”
This week, I speak with Alex Morris, author of “Buffett and Munger Unscripted: Three Decades of Investment and...
10 Weekend Reads
The weekend is here! Pour yourself a mug of Danish Blend coffee, grab a seat outside, and get ready for our longer-form weekend reads:...
The Written Word Is Not Your Work Product
There has been a lot of discussion about the impact of AI slop on writing and other creative works. I can’t speak to...