Investing Journey

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The end of globalization and portfolio diversification?
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Maybe with more impact investing.
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“April is the cruelest month,” wrote T.S. Eliot in his poem The Wasteland. This may well be true of the desolate Wasteland. But it can also be true in…
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While recent strength in Shopify’s stock brings the price back to where it was at the time of Investing Journey’s last post on Shopify, it is still down…
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John Maynard Keynes (1883-1946) was one of the most influential economists of the 20th century; his 1936 magnum opus, The General Theory of Employment…
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Shopify Inc.’s stock is down more than 50% since its November high. For the most part, the tumble was triggered not by company-specific variables but by…
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Some leisure reading for a Sunday
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Following up on a previous post, it will be noted that the Doomsday Clock was set last week by the Bulletin of Atomic Scientists to the same reading of…
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Tomorrow at 10am, the Doomsday Clock is set for its 75th annual update by the Bulletin of the Atomic Scientists. The current reading on the clock is 100…
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Since its birth in 2006, Shopify Inc. has grown rapidly by making it easy and inexpensive to set up an online business, then branching from that core…
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A common time to rebalance a portfolio is when a new year arrives. If an investor’s target allocation for stocks is 60% and they let the weighting drift…
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Investing Journey buys Yamana Gold stock
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