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Survival in the age of autocrats
The end of globalization and portfolio diversification?
Apr 30
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Survival in the age of autocrats
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Big tax breaks for foundations justified?
Maybe with more impact investing.
Apr 23
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Big tax breaks for foundations justified?
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The chimera of tax-loss harvesting
“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…
Apr 11
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Shopify update: patience is a virtue
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…
Mar 18
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Shopify update: patience is a virtue
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John Maynard Keynes: economist as stock-market investor
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…
Mar 7
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John Maynard Keynes: economist as stock-market investor
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Is Shopify a buy now?
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…
Feb 17
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Is Shopify a buy now?
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Isaac Newton, stock-market speculator
Some leisure reading for a Sunday
Feb 6
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Isaac Newton, stock-market speculator
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Investing during times of military tension and conflict
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…
Jan 30
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Investing during times of military tension and conflict
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The Doomsday Clock
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…
Jan 19
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The Doomsday Clock
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The time Shopify nearly went bankrupt
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…
Jan 12
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T'is the season for portfolio rebalancing
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…
Dec 30, 2021
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Panning for gold during tax-loss selling season
Investing Journey buys Yamana Gold stock
Dec 21, 2021
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Panning for gold during tax-loss selling season
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