Someone once asked me why I bother following the Bank of Japan. “I don’t even have yen,” they said. Fair question. Here’s my answer: you don’t need to hold a currency for its central bank to reach into your portfolio. That’s the whole point of this piece. Right now, three of the world’s most important […]
Three Central Banks, One Lesson for Your Money Read More »
Two days in Washington will do more for your money this month than any company you own. Here’s why I stop and pay attention. I’ll say the unglamorous thing out loud. The most important event for your portfolio this month is not a product launch, an earnings surprise, or a tip your cousin swears is
The Meeting That Sets Everyone’s Mood Read More »
Gold, crypto, your pension — they’re all dancing to the same tune this year. Here’s the tune. Let me start with a slightly uncomfortable admission. For years, I thought I was beautifully diversified. Metals over here, some shares over there, a little crypto sulking in the corner — different baskets, different risks, exactly what the
One Meeting Runs Your Whole Portfolio Now Read More »
