This idea may be best memorialized in the number go up meme which could actually be the theme for 2021. Assets of all kinds have significantly appreciated in value over the last several years on the back of federal governments around the world printing money. And that is only the most recent part of a decade long bull run since the financial crisis.
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When Listening Became Underrated
Attending a large western university exposes students to at least a somewhat diverse cross-section of people. Oddly enough, when I was a student at one such university, that felt like a good thing. If anything, with hindsight, exploration of even more diverse viewpoints would have been a benefit.
Fire Season: Climate & The Power Grid
In what is something of a terrible cycle — increased temperatures put additional stress on the grid and contribute to an increase in the number of wildfires and droughts. Wildfires and droughts put more strain on the grid by lowering the effectiveness of solar and hydroelectric power. This means capacity related blackouts could become more common.
Portfolio Rebalancing Is Dead And Bitcoin Killed It
OK, admittedly the “portfolio rebalancing is dead” is maybe a bit clickbaity. But let me explain why I think an asset like Bitcoin, and crypto at large, cannot be treated the same as a US equity or fixed income asset when it comes to portfolio management.
Fear and Everything
As 2020 came to an end, gatherings of close friends and family were either hampered by the COVID-19 pandemic or nonexistent. At that time, although it had been 10 months, I felt I could make the best of it for the remainder of the pandemic. But as March 2021 continues on, and we pass the one year mark, the pandemic is feeling as endless as ever.
2020 Investment Portfolio Review & 2021 Playbook
2020 is over. But the unforgiving and thoughtless market has not paused to let investors reflect. I will briefly attempt to do that here. But first… **Insert platitudes about 2020 being an unprecedented year here** Now, the results for the calendar year 2020. Asset Allocation — 2020 to 2021 Over the last 12 months, the… Continue reading 2020 Investment Portfolio Review & 2021 Playbook