Month: May 2021
Shot … Chaser
P&C insurer Lemonade (LMND) went public last year and now has a $5 billion market cap. They’re not just a sleepy insurance company, of course.…
Raccoonery in Action
Honestly, I kinda like Chamath-the-CNBC-talking-head. He’s iconoclastic and smart. A little too much Ben Shapiro / college debate team-esque with the “if I talk really…
The Diversification Problem
Good chart out from Barclays this morning showing the key problem for investors and financial advisors as inflation fears take root: bonds no longer provide…
Bitcoin! ™ Can’t Unring the ESG Bell
Homeschooling Resources on ET Forum?
I think a homeschooling VMPT is a natural for the ET Forum! On last week’s Office Hours conversation, ET Pack member Dan W. brought this…
Why Am I Reading This Now?
Pack member Rob H. brought this up at last week’s Office Hours, and it deserves its own thread (as well as some attention from The…
Many People Are Saying … Bitcoin is Art
The Bitcoin Is Art thesis that I put out back in 2015 (The Effete Rebellion of Bitcoin) and recently put forward again (In Praise of…
Inflation as Ad Campaign
An ET Pack member sent me this. Anyone else come across ads that directly call out inflation expectations? Would love to collect more screenshots like…