Did you hear that the bond market is crashing everywhere? That's right. If you open up the financial news today you'll see these three headlines as the top bond market news: My goodness. Sounds like it's bunker time! But| Discipline Funds
Here are some things I think I am thinking about this weekend. 1) Moody's Downgrades US Government Debt. After the close on Friday Moody's dropped a bombshell downgrade of US government debt from AAA to aa1. It's deja vu all over again for those of us| Discipline Funds
Here are some things I think I am thinking about this week: 1) The China Deal is Actually a Big Deal The White House announced the framework for a trade deal with China where the effective tariff rate with China will drop to 30%. Trump had mentioned| Discipline Funds
Here are some things I think I am thinking about this week: 1) Should you replace your S&P 500 holding with Berkshire Hathaway? I got a great question from my friend Simon, a financial advisor in Canada, who has been having a debate with some of his| Discipline Funds
Here are some things I think I am thinking about this weekend: 1) Updating the Roche Recession Rule. I've updated the very, very famous Roche Recession Rule, which was very famously named by me and| Discipline Funds
