Ladies and gentlemen, The Compound and Friends is coming to BROADWAY! December 8th in New York City you can be in the theater as some of our smartest friends break down the outlook for 2027! This is the biggest live event we’ve ever done. Tickets on sale NOW! tcaf.ticketspice.com/the-compound...

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Thanks! Congratulations on 9 years!

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🎂🎉📈 HAPPY 5TH BIRTHDAY, TKer.co !! To everyone who has supported this effort, thank you.

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Markets have punished the prudent lately. Prudence here means diversification across asset classes and among equities, rebalancing along the way to keep exposures in line. On a lookback basis, bonds have dragged on returns for a decade. Is this changing? New newsletter, free to read/subscribe.

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There aren't many of us left fighting this battle, but that makes it no less worthy an effort. Nvidia earnings week is always a high alert time for law of large numbers misuse. Don't fall into the trap. Ignorance of the law is not a valid defense...

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