Paying Back the House
I bought my first block of ATYR while walking on a hiking trial atop Monteagle Mountain in September of 2023. All I had at the time was $300,000, and I knew that was going to have to not only last, …
I bought my first block of ATYR while walking on a hiking trial atop Monteagle Mountain in September of 2023. All I had at the time was $300,000, and I knew that was going to have to not only last, …
Weekend homework…. Watch Moneyball before you read the book. It’ll make our August book-club pick a lot easier to understand if you aren’t familiar with baseball—and even if you are. To be decent at stock picking, this is the easiest …
BlackRock snagged 5,763,606 shares of ATYR on 6/30 for a 6.5% stake in the company. BlackRock is a long-term investment firm with a low turnover rate, which essentially locks up more of ATYR’s float in the hands of folks who …
If you’re not using the Fear & Greed Index and the Buffett Indicator, and you’ve got money in the stock market, you’ve got to keep a check on the market’s temperature. These two readings are the easiest way to take …
TWEEDLE TIMES—President Trump tested the markets yesterday by floating rumors of firing Fed Chair Jerome Powell. The reaction was swift. The VIX (Fear Index) ripped over 10 percentage points, the dollar crashed 1 and long-term treasuries spiked toward the moon. …
Graduating college during the middle of the Great Financial Crisis was not exactly the best time for a greenhorn journalist to be looking for a job. The streets were littered with Pulitzer-Prize-winning writers with 30 years or more of experience, …
Last night I had one of the worst nightmares of my life. And if it EVER happens again, by god, I’m shutting this blog down. It’s the only safe thing to do, because when a retail investor starts to have …
The big fear is long-term interest rates will go up because of too much government debt/money printing, regardless if the Fed cuts short-term interest rates. In this scenario, the bond market will force the U.S. government to get its fiscal …
TWEEDLE TIMES—Bitcoin continued to roar Monday morning as crypto-currency futures soared above $122,000 for the first time in history due wider adoption by institutions and European excitement over Robinhood’s “tokenization” of its new crypto blockchain. Robinhood’s tokenized equities now give …