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America stands at a fiscal crossroads.

Written By: MarcPublished on: March 5, 2025
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As financial markets digest the news of Trump’s new tariffs on imports from Mexico, Canada, and China, another alarm bell is ringing: the U.S. bond market.

Written By: MarcPublished on: February 2, 2025
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In 2020, \[I wrote about\](https://www.second-breakfast.co/post/4c4bff28-3280-11eb-97cd-985aeb8b3e28) a fundamental tension in the global monetary order: Ame...

Written By: MarcPublished on: January 26, 2025
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In my last post I discussed some of the key milestones that led to the development of the Internet & the modern Web as we know it today.

Written By: MarcPublished on: April 17, 2021
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Over the course of the last three decades, the internet has become nearly ubiquitous and has revolutionized the computer and communications world like nothin...

Written By: MarcPublished on: January 13, 2021
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America has long enjoyed an unrivaled global hegemony, through which it has relished in it’s ‘Exorbitant Privilege’ granted to it by the fact that the USD is...

Written By: MarcPublished on: November 29, 2020
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The following text is intended to provide a (brief and incomplete) overview of the key concepts for Corporate Value Chain (Scope 3) GHG Accounting and Report...

Written By: MarcPublished on: October 6, 2020
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Showing relative indifference to the global pandemic & accompanying economic downturn, and persistently upholding well-established trajectories, emissions of...

Written By: MarcPublished on: September 22, 2020
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Over the course of the past months, I've revisited the use of Technical Analysis.

Written By: MarcPublished on: July 31, 2020
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It's pretty well understood that if we’re going to keep global warming under two degrees, we need to drastically reduce greenhouse gas emissions from industr...

Written By: MarcPublished on: June 7, 2020
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When I was in high-school, I had virtually no knowledge or understanding of what Sustainable Development was, and even less of an understanding about the eco...

Written By: MarcPublished on: May 21, 2020
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In the first post of this series I described the general concpet of this trading strategy, and described how Cyclically Adjusted Price-to-Earnings ratio's we...

Written By: MarcPublished on: May 13, 2020
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It's almost cliche to say it at this point, but we really are living in unprecedented times.

Written By: MarcPublished on: May 7, 2020
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Howdy, this is the next installment of my articles on the CAPE <> F-Score Strategy.

Written By: MarcPublished on: May 7, 2020
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This is a follow-up from my previous post explaining my concept of a CAPE <> F-Score <> Triple Top equity trading strategy.

Written By: MarcPublished on: May 6, 2020
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Warren Buffet once said \\\“Price Is What You Pay, Value Is What You Get”\\\.

Written By: MarcPublished on: May 5, 2020
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This is not so much a 'deep-dive' or analytical post, but more so a primer post on a topic that I believe will only gain more importance and attention as tim...

Written By: MarcPublished on: May 2, 2020
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Let's not beat around the bush.

Written By: MarcPublished on: May 2, 2020
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Categories

├─Finance & Economics
└─Investing Strategies
└─CAPE < > F-Score
└─Energy & Climate