America stands at a fiscal crossroads. Years of unchecked deficit spending - largely driven by sweeping tax cuts, surging defense budgets, and trade disruptions - have pushed the national debt past [*...
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. In particular, the Treasury yield curve, lon...
In 2020, I wrote about a fundamental tension in the global monetary order: America's "Exorbitant Privilege" - a term famous...
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. One of the fundamental design choices that I covered previously...
Over the course of the last three decades, the internet has become nearly ubiquitous and has revolutionized the computer and communications world like nothing before. From the early ages of circuit & ...
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 the global reserve currency. This time of ...
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 Reporting. These Key Concepts are listed in accor...
Showing relative indifference to the global pandemic & accompanying economic downturn, and persistently upholding well-established trajectories, emissions of key anthropogenic greenhouse gases (GHGs) ...
Over the course of the past months, I've revisited the use of Technical Analysis. In my early 20's I learned a significant amount about these techniques as I pursued my [Chartered Market Technicain de...
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 industrial practices while simultaneously removing...
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 economic challenges our society faces. Then I ...
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 were a primary component of the strategy. How...
Howdy, this is the next installment of my articles on the CAPE <> F-Score Strategy. If you haven't already, be sure to go back and read the two previous posts.
As a quick recap, last time we create...
It's almost cliche to say it at this point, but we really are living in unprecedented times.
COVID-19 upended almost all forms of economic and social activity around the world. The service industr...
This is a follow-up from my previous post explaining my concept of a CAPE <> F-Score <> Triple Top equity trading strategy.
In this post, I'll walk through the coding implementation of generating F...
Warren Buffet once said “Price Is What You Pay, Value Is What You Get”. This simple statement clearly conveys the knowledge & expreience hes acquired throughout his illustrious career.
I'll n...
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 time goes on. As I'm sure you can infer from t...
Let's not beat around the bush. This blog is definitely not the best-looking thing in the world. I don't have an ounce of design sense in me, and I really don't think that's going to change anytime so...
Here's a few recommended posts to get you started:
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