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Macro musings of a curious investor
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Q2 2021 Rebalancing and Themes
Overall, the last quarter has been a bit up and down. I want to take a stock of where we are, what are the key themes and then identify asset allocations going forward. Current State as of July 2, 2021 S&P and Equity markets have continued their move forward, although there have been a coupleContinue reading “Q2 2021 Rebalancing and Themes”
Confessions – My Mistakes In Investing
I started “investing” in the stock market over 10 years ago. It was essentially a game at that point, because I treated it as a roulette – assuming I can time the market and trading on whimsical ideas and hearsay more than anything else. I was curious and wanted to improve my understanding of theContinue reading “Confessions – My Mistakes In Investing”
Bitcoin: Buy? Hold? Sell?
As I start to write this, I should say I am genuinely unclear on what to think of bitcoin investing at this point and its path going forward. I am not a cryptocurrency expert, but I do think I need to form an opinion to guide my own actions. I do think that cryptocurrencies areContinue reading “Bitcoin: Buy? Hold? Sell?”
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Macroeconomic and investment musings 