Green Transition
The Green Transition is the new name given to the idea that human activities are affecting the natural environment negatively,…
June 15th, 2024: Weekend Video Binge
Patrick Boyle is out with another great video looking at what the modern financial system has become.
December 13th, 2023: Dove
PPI came in slightly below expectations, and the Fed goes full dove.
December 12th, 2023: Rabbit’s foot
CPI came in hotter than expected, the exact opposite of what I’ve expected yesterday, yet stocks are up, and my…
December 11th, 2023: The Final Countdown
In just a few more hours, we’ll get the latest and final CPI print for 2023, followed 24 hours later…
Long Term Compounder
Everyone is out to find the next long term compounder — a company with such a strong business model that…
November 5, 2023: Ho ho ho!
The end of the year is upon us, and as with most years, it appears that the Santa Rally is…
October 25, 2023: Earnings season
It’s earnings season again, and if you’ve read Making moves, you should know that I’m short the market since around…
September 17, 2023: Weekend video binge – Patrick Boyle, Zeke Faux
If you’ve been reading my writing for a while, you’ll probably know that I am a big fan of Patrick…
Growth vs Dividends
How should we evaluate a company that pays $10 in dividends a year, every year, vs a company that pays…
Business returns
We’ve discuss the capital stack of a company before — basically how the company funds its initial creation and ongoing…
August 8, 2023: Making moves
It’s early August, just one month away from the seasonally weakest month of the year for stocks, September. Time to…
July 15, 2023: Weekend video binge – Michael Cembalest
One of the other JB’s had an interview with the Chairman of Market and Investment Strategy of JPMorgan, Michael Cembalest,…
Hedging
While hedging is mentioned in finance a lot, it is, surprisingly, not very well defined. Despite its frequent use in…
June 25, 2023: Weekend video binge 2 – Economics fact check
Anyone who talks to me about finance/economics, will know very quickly that I’m a stickler for definitions. It’s really annoying…
June 24, 2023: Weekend video binge – Step-by-step fundamental analysis
Richard over at The Plain Bagel made an excellent video about how to do fundamental analysis on a stock. Highly…
June 13, 2023: Inflation – wrap up
Almost exactly 2 years ago, I made a post about inflation at the time, with some guesses on what will…
June 4, 2023: Weekend video binge
Some have read the prior note, and gone away with a distinctly bearish read. Perhaps this will disabuse you of…
May 31, 2023: Liquidity worries
The market has been floating on a gush of liquidity since 2009, and while the economy has grown by ~60%…
May 13, 2023: Weekend video binge – Howard Marks
If you read my blog often enough, you’ll realize that I spend a lot of time saying “I don’t know”,…
Clear as mud
If you haven’t been hiding under a rock for the past ~5 months, you’ll know that there has been a…
April 11, 2023: Money, as explained by an ex Fed official
We’ve discussed various aspects of money before — what is money, money “printing”, safest money, etc. Here is an ex…
Safest Money
In the last few days of last week (week of March 6, 2023), Silicon Valley Bank (SVB) suffered a bank…
The stock market is forward looking
For the past few months, I have been working with my favorite financial journalist, Matt Levine of Bloomberg on a…
Partners
What are you actually getting yourself into, when you buy shares of a company? Or the bonds of a company?
Value System
In this blog, we talk a lot about “value” — intrinsic value, extrinsic value, productive value, etc. What does it…
Fairness
Some people are born with a silver spoon in their mouths, others inherit healthy trust funds or major companies and…
January 1, 2023: New Year’s video binge – The Global Everything Crisis
Money & Macro Talks interviewed one of my favorite YouTuber (Patrick Boyle) about a variety of financial topics that I’ve…
Loading…
Something went wrong. Please refresh the page and/or try again.
Follow Janky Thoughts
Get new content delivered directly to your inbox.
Janky Thoughts 