You Could Put 5% Into This Asset. I own a lot of gold. I own a lot of Swiss francs. Relative to my entire nest egg, those two assets represent …
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Field Notes Premium Edition
Crypto Is Good for the Dollar—Here’s Why
A Halfway Decent Idea From a Former House Speaker… Paul Ryan for president! OK, that is not actually an endorsement or a political …
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What Kind of Migrant Are You?
The World’s Middle Class Is on the Move… What kind of migrant are you? Many of us don’t think of ourselves as migrants at all. If you’ve moved to …
My Victory Lap…
I Was Right—the Price of This Asset Will Soar. We’re gonna take a small victory lap today. The risk here is that karma steps up, slaps me upside …
Biden v. Trump: Who’s Better for Crypto?
Crypto’s Future Is at Stake in This Election. I’ll admit that crypto is a quirky consideration for a presidential election. Indeed, I posted a …
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This “Fake News” Was Actually Real
A False Story Reveals a Bigger Truth… We need a new word, or a new term, for something that’s a fake but actually real… Maybe it’s “faux fake”? A …
Revenge of the PIIGS
Surprising News From Europe… Remember the PIIGS? In the early days of the global financial crisis, Portugal, Italy, Ireland, Greece, and …
Is the Medicine Killing the Patient?
“Higher for Longer” Makes Uncle Sam a Very Sick Boy. Until that moment, I’d never been in a blizzard, and certainly never driven through one. But …
Canada Prepares for a US Civil War
Here’s What That Looks Like… War games. Every country plays them. Dark scenarios contemplating a range of risks—both likely and fantastical—to …
Last Man Standing on Interest Rates
America’s Economy and the “Bokeh Effect.” Last man standing—is he the winner? Or the loser? I’m sitting here on a sunny afternoon near the beach …