Economic Analysis

Nose Blind to Inflation

Thoughts from the Frontline

January 24, 2020

The human brain excels at taking shortcuts. Processing all the information our senses collect takes a lot of energy, so repetitive data gets lower priority. Things we see often fade into the background so we can notice new stuff.

A handsome man rode in on a horse…

Editorial

January 20, 2020

Philip Morris (PM) had its back against the wall.

Looking on the Bright Side

Thoughts from the Frontline

January 17, 2020

We haven’t had a lot of good news lately. Or, more precisely, we haven’t seen a lot of good news lately, though it does exist. We don’t see it because both regular media and social media usually focus on the bad.

Are your instincts stopping you from growing rich?

Editorial

January 13, 2020

Ready for a surprise?

Decade of Living Dangerously, Part 2

Thoughts from the Frontline

January 10, 2020

If living dangerously is your goal, just keep adding reasonable, manageable, prudent risks. Eventually they’ll add up to serious danger.

I’m loading up on this stock for 2020

Editorial

January 6, 2020

I hope you had a great time with family and friends over the holidays—I sure did.
 
I got to spend lots of time with my one-year-old daughter, who is quickly becoming a Disney (DIS) superfan.

Decade of Living Dangerously, Part 1

Thoughts from the Frontline

January 3, 2020

Welcome to the 2020s. Some weren’t sure we would make it this far, but we did. Now we face a new decade and new challenges. How we handle them will determine what kind of conversation we have in 2030.

I hated this stock… now I’m buying it for 2020

Editorial

December 23, 2019

I now expect Uber to turn a profit for the first time ever next year. And I believe its stock has bottomed and will stage a big rally in 2020.

Prelude to Crisis

Thoughts from the Frontline

December 20, 2019

Ignoring problems rarely solves them. You need to deal with them—not just the effects, but the underlying causes, or else they usually get worse. The older you get, the more you know that is true in almost every area of life.

Buy These “4½G” Stocks Today

Editorial

December 16, 2019

T-Mobile (TMUS) just made 5G history.