Here are some things I think I am thinking about. 1) Fed Independence. The biggest news of this past week was the potential for the President to fire employees of independent agencies. That would include Fed Chairman Powell. I have no idea how plausible this| Discipline Funds
I did an FAQ video with readers about the current environment and what's going on. I tried to cover a lot of ground including: What caused the bond market spike in yields last week Why tariffs are bad| Discipline Funds
Here are some things I think I am thinking about. 1) PAUSE. What. Is. Happening. With tariffs? They say there are years where nothing happens and then weeks where years happen. Well, that's what this last week feels like. My head is spinning. But I| Discipline Funds
Here are three things I am thinking about that are really only one thing, of course. 1) Why Tariffs are Bad. I got back into making YouTube videos this weekend (click here for the link). This time I touched| Discipline Funds
Here are three things I think I am thinking about this weekend. 1) How Did We Get Here? I won't bore you with more of the tariff debunking that I did last weekend. If you want to read that please| Discipline Funds
Well. By now we can all see the impacts of the tariff announcements. We’re potentially on the verge of a significant and long lasting shift in the global trade system we’ve constructed for over 40 years. I won’t rail against the tariffs again. I think I’ve made my position and outlook on that| Discipline Funds
