[vc_section][vc_row][vc_column][vc_column_text]Playtime is over. These are real money, real governments, and real consequences. Donald Rumsfeld said it once, and my partner uses this phrase often as well: “There are known knowns. These are things we know that we...
[vc_section][vc_row][vc_column][vc_column_text]Already, higher interest rates are wreaking havoc, but this is like the unknown warm-up band that plays its heart out for 45 minutes before Aerosmith takes the stage – it’s always fun to see it, but it’s not...
[vc_section][vc_row][vc_column][vc_column_text]Today’s letter content is, essentially, what I plan to tell my own children, when they’re old enough to understand the importance of money. I want to begin by emphasizing that money is NOT the most important...
[vc_section][vc_row][vc_column][vc_column_text]I’ve been holding back with this subject for months, but it’s time to address this looming crisis, since it’s a train wreck, waiting to happen. There are two major problems for pension funds: The Numbers...
[vc_section][vc_row][vc_column][vc_column_text]Yesterday, I called my father and implored him to look at the data on this company, ahead of today’s IPO. Among his friends, he is known for only holding precious metals, since he is too afraid to risk his modest...
[vc_section][vc_row][vc_column][vc_column_text]My partner is in San Francisco right now, taking a bird’s-eye view at how Artificial Intelligence is taking over Silicon Valley. It’s easy to forget, since 170 years have passed, but San Francisco wasn’t...